The key to a smooth mediation process is preparation. Your mediator may ask you to gather documents to prepare for your session. These documents should include property and debts owned both individually and together.

Your mediator will ask you questions about your property and debts, such as the date acquired, how the property is titled, and the approximate value of these items. In mediation, it is helpful to prepare copies of these documents and statements for your partner so that you both can have an informed discussion and make decisions together about the disposition of your properties or debts.

Mediation Checklist

• Bank statements
• Your employment, salary, and description
• Partner’s employment, salary, and description
• Tax returns
• Family expenses
• Individual expenses
• Personal property list
• Real estate asset list
• Stocks/Bonds/CD’s
• Credit card statements
• Loan statements
• Retirement statements
• Life insurance policies
• Business financial statements
• Trusts
• Safety deposit box content list
• Motor vehicle titles
• Other assets or liabilities not listed above

It is important to fully share and disclose all assets and debts, jointly and separately owned. If you need help preparing these documents, a spreadsheet may be useful (see below), or consider reaching out to a qualified professional such as your accountant, attorney, bookkeeper, financial advisor, or property appraiser.

Gathering these documents on your own will save you time and money in the long run. It may seem overwhelming at first, but a knowledgeable and qualified mediator will assist you both during the process.

Mediation Checklists:

➡️View the Divorce/Separation Checklist

➡️View the Parenting Plan Checklist

Helpful Mediation Forms:

Budget Form ⬇️

Property and Debt Distribution Form⬇️

Alimony Estimator⬇️

View a Pennsylvania Alimony Estimator

Pennsylvania Child Support Estimator⬇️

View the Pennsylvania Child Support Estimator

Parenting/Custody Schedule Templates⬇️

View sample Shared Parenting/Custody Templates

Agreement to Mediate⬇️

Mediation Guidelines⬇️

Zoom Mediation Guidelines⬇️

Mediation Friendly Professionals⬇️

Click here for Healthy Divorce Professionals

Questions about mediation?

If you would like more information about the mediation process, please schedule a free chat or a consultation at http://clementmediation.com

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The information provided does not, and is not intended to, constitute legal or financial advice; instead, all information, content, and materials available on this site are for general informational purposes only. 

No attorney-client relationship is formed, advice from your own attorney or financial professional is encouraged.