Mediation Checklist

For mediation to be completed in an appropriate period of time and in a way that minimizes friction, it is a good idea to prepare in advance of your first mediation session. Preparation includes gathering the materials necessary to make a complete and full disclosure from both spouses.

Assets

Current Bank Account Statements (Checking, Savings, CD’s, Money Markets)

All Children’s Accounts  (CD’s, 529 Plans, Savings Plans)

Stock & Bond Investment Statements

Make, Model, & Year of all Vehicles (With Kelly Blue Book value, www.kbb.com)

Information on any Pending Civil Lawsuit (In which either or both spouses are a plaintiff(s))

All Retirement Account Statements (owned by each spouse, including pension plans, 401(k)s, 403(b)s, 457 Thrift Savings Plans, TIAA-CREF, IRAs, Roth IRA’s, SEP IRA’s)

Employee Benefits (i.e. stock options, incentives, cash balance or golden parachute plans)

Market Value Appraisals (for all real estate or an agreement that the property is being placed for sale)

Personal Property (contents of home, jewelry, art, antiques etc.)

Business Appraisals (statement of all businesses owned)

Loan Statements (where either spouse is creditor)

Liabilities

Mortgages

Home Equity Loans

Lines of Credit

Motor Vehicle Loans

Student Loans

Other Private Loans

Credit Card Accounts

Information on Pending Civil Lawsuits

Income

Copies of Pay-Stubs, Income Statements, W-2, 1099 Employment

Copies of Corporate Tax Returns

Insurance

Declaration Sheet for all Life Insurance Policies

Declaration Sheet for all Disability Insurance Policies

Copies of Marital Documents

Marriage Certificate

Trust Documents

Pre-Marital or Marital Agreements

Child Birth Certificates

Wills Executed During Marriage

Biographical Information

Names

Addresses

Contact Information

Employment

Arbitration is another form of alternative disoute resolution

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