Divorce Planning Guide

Divorce Planning Guide

RECITALS

WHEREAS, Client Name: seeks professional planning, organization, and advisory services to prepare for legal separation or dissolution proceedings and to organize financial, parenting, and property matters; and

WHEREAS, Advisor Name: agrees to assist Client in preparing a comprehensive divorce plan, including but not limited to financial inventories, document organization, and coordination with legal and financial professionals as requested; and

WHEREAS, this Divorce Planning Guide sets forth the scope, payment, confidentiality, term, and other terms governing the planning services described below.

SCOPE OF WORK

The Advisor will provide planning and preparatory services as described. Core tasks include document compilation, asset and debt inventory, identification of valuation needs, budgeting for post-separation living expenses, preparation of a parenting plan framework (if applicable), and coordination with accountants, appraisers, and counsel at Client direction.

PLANNING CHECKLIST

Use the checklist below to indicate items included in this engagement. Advisor will assist in assembling or reviewing marked items.

Complete asset and debt inventory (bank accounts, real property, vehicles)

Parenting plan framework and childcare expense analysis

Compilation of financial documentation (tax returns, paystubs, statements)

Retirement and pension account identification and QDRO guidance

Review of estate planning documents and beneficiary designations

Tax implication analysis and filing considerations

Business valuation coordination and ownership analysis

Mediation preparation and negotiation strategy

Timeline and critical-deadline management

PARTIES AND CONTACT INFORMATION

PAYMENT TERMS

Client agrees to pay Advisor for services rendered as follows. Retainer amount: $ payable prior to commencement.

Fee Schedule: . Invoices are due within days of issuance.

Late Fee: A late fee of per month on overdue balances shall accrue, not to exceed the maximum permitted by law.

TERM AND TERMINATION

Term Commencement Date: . Anticipated End Date: .

Either party may terminate this engagement for convenience upon written notice to the other party provided at least days in advance. Advisor may terminate immediately for material nonpayment or material breach. Upon termination Advisor will provide a final invoice and will deliver assembled documents to Client upon payment of all outstanding fees.

CONFIDENTIALITY

Advisor acknowledges that information shared by Client in connection with these services may be confidential. Advisor will maintain confidentiality of Client information, except to the extent disclosure is (a) authorized in writing by Client, (b) required by law or court order, or (c) necessary to retain advisors, appraisers, accountants, or counsel to assist Client and only to the extent reasonably necessary for those purposes. Advisor will implement reasonable administrative and technical safeguards to protect Client materials.

Client authorizes Advisor to share selected documentation with third‑party specialists where required to accomplish the Scope of Work, provided Advisor obtains Client's prior written consent identifying the recipient and documents to be disclosed.

LIMITATIONS, ACKNOWLEDGMENTS, AND CONFLICTS

Advisor is not providing legal representation by virtue of this planning engagement; Client is advised to retain independent legal counsel for legal advice and filings. Advisor will disclose any known conflict of interest and will not act as Client's legal representative in court. Client certifies that information provided to Advisor is true and complete to the best of Client's knowledge.

Client confirms (check to acknowledge): I certify the information I provide is accurate and complete; I understand I should consult counsel for legal matters.

GOVERNING LAW

This Guide and any dispute arising out of or relating to it will be governed by the laws of the State of without regard to conflict-of-law principles.

ENTIRE AGREEMENT

This Divorce Planning Guide constitutes the entire agreement between Client and Advisor with respect to the subject matter herein and supersedes all prior or contemporaneous written or oral agreements, understandings, and communications. Any amendment or modification must be in writing and signed by both parties.

ADDITIONAL NOTES

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