This file contains the forms most commonly needed for an engagement with the analyst. Please download the forms and begin completing them ASAP. You will have to provide all of the information on all of the forms before your divorce can be processed so the sooner you start, the better.
This form provides directions to the parties regarding all of the documents they will need in order to complete the divorce proceeding. The form should be downloaded ASAP and the instructions followed as closely as possible.
This form directs the parties to prioritize their objectives. Prioritization is critical for mediation or negotiation because it guides the parties to exchange away what is unimportant to obtain what is vital. It is also extremely important for litigation so counsel can focus on procuring an award of the items the client considers most important.
This form provides a single location to collect all of the information required for a Financial Declaration. In some jurisdictions, completing and swearing to this form is adequate for financial disclosure. However, Utah requires a different form and style but the document is still a good place to collect the information you will need for the Utah form.
This form provides an in-depth analysis of the property owned by the marital estate and any debts owed by the parties. The form is used primarily by the analyst but parties are encouraged to download the form and familiarize themselves with the contents as the document will play heavily in any mediation or negotiation.
This is a simplified form to be used to collect and summarize important information about what property (real, personal, or intangible) the marital estate may own. The parties should use this form as a running list of property and each should update the list to remain consistent with any other lists being maintained by the opposing party, counsel, or the analyst.
This worksheet facilitates disclosing household property in finer detail than other asset disclosure forms. The form can be used by parties with extensive household property or parties whose household property is of such a nature that a finely detailed disclosure is necessary for the court to understand how to equitably split the property.
This form is used to facilitate each spouse preparing a budget of current and expected future expenses. The form is used primarily for mediation but can be incorporated into a request for spousal support or additional child support.
This form is an alternative to the Expense/Budget Comparison Sheet. This form is far more detailed that the Expense/Budget form. Either form will provide the information needed for the divorce proceeding; parties should use this form if the Expense/Budget form does not provide sufficient detail for easy, accurate classification of revenues and expenditures.
These two worksheets each provide details on the monthly expenses of the parties. The differences between the forms are primarily stylistic but individuals may find the variations in expense categories render one form more useful than the other.
This form provides an outline of all the topics a party should discuss with counsel and/or the analyst before mediation. The form is “bare bones” but careful notes should be taken of those items that are of especial importance to the client or require special attention by the mediator.
This document provides a step-by-step analytical model a party can use to determine whether a propose settlement is (a) equitable, (b) economically viable, and (c) honest. The form also provides guidance on how to ensure a settlement document received from the other party actually sets forth the agreement previously reached.