PREPARE YOURSELF

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, 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 for your partner so that you both are able to 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
  • Spouse’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

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 Documents

Agreement to Mediate:

Mediation Guidelines:

Zoom Mediation Guidelines:

Budget Form:

Property and Debt Distribution Form:

Helpful Professionals:

Questions? Contact Me

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

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