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