Property Settlement Worksheet

 

1. Marital Residence

 

2. Rental Properties/Time Shares/Vacation Homes/Undeveloped Lots, etc.

 

3. Automobiles/Boats/Motorcycles/Planes (Leased or Owned)

 

4. Stocks/Bonds/Options

 

5. Retirement:

•  IRA
• 401K/Retirement
• Pension Plans Public/Teachers/Police & Fire Retirement

6. Life Insurance:

• Cash Surrender Value
• Whole Life, Variable, Term, Universal

7. Bank Accounts:

• Checking/Savings
• Safety Deposit Box
• Children’s Custodial Accounts

8. Outstanding Legal Claims: (as potential Plaintiff or Defendant)

 

9. Patents/Royalties/Goodwill

 

10. Personal Effects/Jewelry/Heirlooms/Firebox Safe

 

11. Household Furnishings

• Antiques
• Art

12. Special Collections (i.e. Stamp, Coin, Records, Firearms, etc.)

13. Interest in Business:

• Family
• Closely held Businesses

14. Promotional Assets:

• Frequent Flyer Miles/Hotel Rewards

15. E-Mail Address, Web Site

16. Pets

Debts:

• Loans (Personal & Bank)
• Credit Cards
  
• Medical Bills
• Home Equity Lines
• Outstanding Utility Bills
• Student Loans
  
• Life Insurance Policies
• Balance on Outstanding Tuition for Children

Pre-marital Assets – acquired before the date of marriage:

• Property
• Cash
• Retirement 
  

 

 

Parenting Planning Sheet

 

1. Allocation of Parental Rights and Responsibilities

 

2.Living Arrangements: Weekly Schedule (including transfer times)

 

3. Holidays and Special Days (including transfer times)

• New Year’s Eve and Day
• Martin Luther King Day
• Presidents Day
• Easter
• Memorial Day
• Mother’s/Father’s Day
• Independence Day
• Labor Day
• Children’s Birthdays
• Halloween
• Thanksgiving
• Christmas Eve and Day
• Kwanzaa (7 Days)
• First Day of Rosh Hoshana
• Yom Kippur
• Hanukkah
• Passover
• Parents’ Birthdays

4. Vacations:

 

5. Health Issues:

• Insurance Coverage
• Medical/Dental Decisions: routine, emergency, elective
• Non-reimbursed Medical Expenses

6. Education Issues:

• Schools: Public or Private
• Tuition, extra-curricular costs, if any College expenses

7. Accessing Records: medical, educational, day care, etc.

 

8. Third-party participation and contacts

• a. Grandparents and extended family
• b. Step-parents and significant others

9. Religious Upbringing

 

10. Transportation

 

11. Discipline

 

12. Life Insurance

 

13. Child Support

 

14. Return to Mediation

 

15. Tax Exemptions

 

16. Modification of Plan

 

17. Notice of Intent to Relocate; removal of children from jurisdiction

 

18. Suitability of Parents: domestic violence and child abuse statements