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Divorce Information and Worksheet

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Divorce Information and Worksheet

Instructions: This worksheet is designed to be used by persons contemplating a divorce. It may also be used by your attorney. Completing this form before your initial interview with your attorney may save you valuable time and money.

Part 1 - Definitions – Terms and Explanations

Definitions – Terms and Explanations

1. Complaint — The pleading used to commence a divorce action that is filed with the court clerk, usually in the county of residence of the parties.

2. Petition — Same as complaint. Some States use the term Petition instead of complaint.

3. Plaintiff or Petitioner — The person who files the complaint. May be called Petitioner if a Petition is used instead of a complaint.

4. Defendant or respondent — The person who the complaint is filed against.

5. Co-Plaintiffs — When both parties sign the complaint in a divorce action it is called a Joint Complaint or Joint Petition.

6. Summons — A document signed by the Court Clerk and served on the defendant.

7. Cover Sheet — Some states require a cover sheet to be filed with the complaint.

8. Information Sheet — Same as Cover Sheet.

9. Waiver of Process — In cases where the defendant does not desire to file an answer, or where the defendant agrees to the divorce, the defendant will file a waiver of process.

10. Entry of Appearance — Often the defendant will include an entry of appearance with the waiver of process.

11. Court Clerk — Courts have clerks who handle the court papers, hearings and other matters.

12. Waiting Period — Some states have a waiting period from the time of filing the complaint before the matter may be heard or a final judgment entered.

Part 2. - Your Personal Information

Personal Information

Your Name:
U.S. Citizen: Yes No
Address:
Date of Birth:
Social Security Number:
City:
State:
Zip:

Where do you presently live, if different than address above?

How long have you lived at your present address?

How long did you live at former address, if applicable?

Birth State and County

Have you ever lived in a community property state? Yes No

If yes, what state?

Do you have a known future residence address? Yes No

If yes, list address:

Education level

Describe your physical condition and any health problems you may have.

Describe any emotional problems you may have.

Employment

Where are you employed?

Position

Address
City
State
Zip
Phone
Fax

How long employed at present employer?

Previous employer:
Position:
Address
City
State
Zip

Education

Educational Level
Degrees

Part 3. - Spouse Personal Information

Personal Information – Spouse

Spouse Name:
U.S. Citizen: Yes No
Address:
Date of Birth:
Social Security Number:
City:
State:
Zip:

Where does spouse presently live, if different than address above?

How long has spouse lived at present address?

How long did spouse live at former address, if applicable?

Birth State and County

Has spouse lived in a community property state? Yes No

If yes, what state?

Does spouse have a known future residence address? Yes No

If yes, list address:

Education level of spouse.

Describe spouse’s physical condition and any health problems he/she may have.

Describe any emotional problems spouse may have.

Spouse Employment

Where is spouse employed?

Position

Address
City
State
Zip
Phone
Fax

How long employed at present employer?

Previous employer:
Position:
Address
City
State
Zip

Education

Educational Level
Degrees

Part 4. - Marriage

Marriage

Place of Marriage

Have you ever been separated from your spouse before? Yes No

If yes, please provide dates and details of separation.

Are you now separated from your spouse? Yes No

If yes, provide details of separation.

What was date of separation?

Part 5. - Children

Children

In what city and state were the children born?

Has there ever been any prior litigation regarding the custody of the children? Yes No

If yes, please explain:

Where do the children reside now? Husband Wife

Are there any special issues or circumstances to be considered regarding the children? (Medical problems, etc.) Yes No

If yes, please explain:

Do the parents agree to terms of custody/visitation? Yes No

If Yes, please select:

Sole custody to Wife with reasonable visitation to Husband

Sole custody to Husband with reasonable visitation to Wife

Joint custody to Husband and Wife

Other-(describe)

What is address where children presently reside?

Is wife pregnant? Yes No

If yes, what is due date?

Do the children have any special medical needs? Yes No

If yes, please explain:

Children’s Doctor

Address
City
State
Zip

Do the children require any special educational needs? Yes No

If yes, provide details.

Please provide day care address and how often the children are kept in day care, if applicable.

Part 6. - Prior Marriages

Your Prior Marriages

Children from prior marriages?

Do you pay support? Yes No

If yes, what amount and how paid?

Do you pay alimony? Yes No

If yes, what amount and how paid?

Your Spouse Prior Marriages

Children from prior marriages?

Does spouse pay support? Yes No

If yes, what amount and how paid?

Does spouse pay alimony? Yes No

If yes, what amount and how paid?

Part 7. Income

Income of Husband (Monthly)

Salary

Dividends

Rental Income

Notes Receivable

Bonuses

Business

Commissions

Other

Total Income

Deductions from Income

Gross Pay

Less Social Security

Less Federal Withholdings

Less State Withholdings

Other Deductions

Net Pay

Income of Wife

Salary

Dividends

Rental Income

Notes Receivable

Business

Bonuses

Commissions

Other

Total Income

Deductions from Income

Gross Pay

Less Social Security

Less Federal Withholdings

Less State Withholdings

Other Deductions

Net Pay

Part 8. - Monthly Expenses

Monthly Expenses (Average)

Part 9. - Joint Assets

JOINT ASSETS: DESCRIPTION OF JOINT ASSETS

Part 10. - Retirement Accounts

Part 11. - Separate Assets of Husband

Part 12. - Separate Assets of Wife

Part 13. - Liabilities of Both Husband and Wife

Part 14 - Inheritance

Part 15 - Documents that may be needed

Part 16 - Settlement Worksheet

Property Settlement Agreement Worksheet

Who will receive title to the marital home? H W

Who will pay monthly payment on marital home? H W

Who will pay the utilities for the marital home? H W

What marital assets will husband receive?

What marital assets will wife receive?

Part 17. Typical No Fault Procedures

No Fault Procedures

Part 18. - Witness Testimony

Part 19. Sample Presentation of Divorce Complaint to Judge

Part 20 – Complete if Child Custody will be contested

Part 21. – Child support

Part 22. - Visitation

Signature of Petitioner:

Date:

Signature of Spouse:

Date:

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What the Divorce Information and Worksheet Is

The Divorce Information and Worksheet is a structured form used to gather the factual and financial details parties must disclose during divorce proceedings. It typically collects personal data, income, expenses, assets, debts, retirement accounts, insurance, tax returns, and parenting information where children are involved. While not always filed by itself, the worksheet supports pleadings, temporary orders, settlement negotiations, and judicial case management. Parties often use it to reduce errors, speed negotiations, and produce consistent disclosure records for attorneys, mediators, and courts.

Why a Standardized Worksheet Matters in Divorce

A standardized Divorce Information and Worksheet centralizes key facts, reduces missing information, and creates a consistent disclosure baseline for negotiation, valuation, and court review. Clear worksheets help attorneys, mediators, and judges assess claims efficiently while supporting accurate calculations for support, property division, and tax planning.

Why a Standardized Worksheet Matters in Divorce

Who Typically Completes and Reviews This Worksheet

Use the worksheet early in the process and update it when material facts change to keep records current and defensible.

  • Divorcing spouses preparing full financial disclosure for settlement or court review.
  • Family law attorneys using the worksheet to prepare pleadings, discovery, and settlement proposals.
  • Mediators and collaborative-law professionals who rely on consistent data to negotiate parenting and financial terms.

Typical Signatories and Their Roles

Petitioner

The spouse who files the divorce petition; completes their portion of the worksheet, supplies supporting documents such as pay stubs and bank statements, and provides sworn financial disclosures as required by court rules.

Respondent

The spouse who responds to the petition; completes their portion or a counterpart worksheet, verifies asset lists and liabilities, and may submit supplemental information during discovery or for temporary relief hearings.

Core Data Fields Found on the Worksheet

Full Names: Legal names of both parties
Contact Info: Addresses, phones, emails
Children: Names and birthdates
Assets: Bank, real estate, investments
Debts: Mortgages, loans, credit cards
Income: Salary, bonuses, benefits

Step-by-Step: Completing the Divorce Worksheet

Follow a consistent sequence: gather documents, complete each section fully, attach supporting evidence, review with counsel, and sign/submit according to court or mediation rules.

  • 01
    Collect Documents: Gather pay stubs, tax returns, bank statements, and account statements.
  • 02
    Fill Sections: Enter names, dates, assets, debts, income, expenses, and custody details accurately.
  • 03
    Attach Evidence: Add PDFs of statements and tax returns to support numerical entries.
  • 04
    Review & Sign: Have counsel review, then sign, date, and submit per court or mediator instructions.

How to Set Up a Digital Completion Workflow

Configure an online workflow to collect, verify, and archive responses securely before sharing with counsel or the court.

Field Configuration
Upload Accept PDF and DOCX input formats
Authentication Email link or SMS code verification
Attachments Require PDF uploads for statements
Archive Store completed worksheets with audit trail

Technical Options for Digital Completion and Submission

Ensure the chosen setup records an audit trail, retains a reproducible copy, and satisfies any court or agency authentication requirements.

  • File Formats: PDF, DOCX supported
  • Integrations: Cloud storage and case management
  • Authentication: Email, SMS, or stronger methods

Typical Online Completion and Sharing Flow

A streamlined online flow reduces back-and-forth: prepare, validate, sign, and distribute with secure records and access logs.

  • Prepare Document: Upload worksheet and add fillable fields.
  • Add Signers: Enter parties' emails and role order.
  • Sign and Verify: Signers authenticate and execute signatures.
  • Share Records: Distribute signed PDFs and audit reports to parties and counsel.

Common Timelines and Deadlines to Track

Timing varies by state and case complexity; use these typical milestones to plan disclosures and hearings.

Service and Response:

Respond to the petition within the state-prescribed period (often 20–30 days).

Initial Disclosure:

Provide basic financial disclosures within 30 days or per local rules.

Discovery Period:

Document exchange and depositions commonly occur over 30–90 days.

Temporary Orders Hearing:

Can be scheduled within weeks for support or custody relief.

Final Hearing or Trial:

May be months away depending on backlog and negotiation progress.

Key Case Milestones from Filing to Final Decree

A sequential view of critical milestones helps parties know what to expect and when to update information.

01

Initial Filing

Petition filed and initial worksheet submitted or exchanged.

02

Mandatory Disclosures

Both parties provide sworn financial disclosure and supporting documents.

03

Interim Relief

Temporary support, custody, or use-of-home orders decided.

04

Settlement/Decree

Final agreement or court decree resolving property and parental issues.

Common Preparation Errors to Avoid

  • Omitting accounts or undervaluing assets creates later discovery disputes and may expose the signer to claims of bad faith or perjury.
  • Using inconsistent dates or failing to use MM/DD/YYYY format can lead to confusion about when obligations or disclosures took effect.
  • Attaching incomplete or redacted bank statements without page totals often prompts requests for full records and slows case progress.
  • Relying on handwritten, unclear figures increases risk of transcription errors during calculations for support and division.

Consequences of Inaccurate or Incomplete Worksheets

Perjury Risk: Possible criminal exposure
Delay: Proceedings may be postponed
Financial Penalties: Court-ordered sanctions possible
Tax Issues: Incorrect reporting may trigger audits
Rejection: Court may deem filing insufficient
Support Errors: Child/spousal support miscalculations

How Requirements Vary by Topic Area

Different procedural rules affect whether entries must be notarized, witnessed, or filed electronically; the table contrasts typical rules and common variations.

Requirement Typical Rule Common Variation
Notarization not usually required some courts prefer notarized verification
Witnesses no witnesses local rules may require sworn affidavits
Electronic Filing accepted in many counties manual filing still required in some courts
Service personal or certified mail electronic service where authorized

eSignature Vendor Pricing Snapshot for Completing and Sharing Worksheets

Cost and features vary by vendor; the table shows starting price plus key feature availability. Confirm plan details with each vendor for high-volume or enterprise needs.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes (Business Premium) Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Usage Examples from Typical Practice Settings

Two concise scenarios illustrate how the worksheet supports different processes in family law.

Solo Practitioner

A solo family-law attorney uses the worksheet to collect consistent disclosures across clients

  • It standardizes intake and reduces follow-up requests
  • As a result, settlements proceed with fewer discovery disputes and clearer financial baselines for negotiation.

Divorce Mediator

A mediation practice requires completed worksheets before sessions

  • Mediators rely on organized financial summaries to focus negotiations
  • This reduces session time and helps parties reach data-driven agreements more quickly.

Practical Tips for Accurate, Efficient Worksheets

Follow these best practices to minimize disputes, reduce follow-up, and keep the record clear for court or settlement use.

Document Everything
Attach contemporaneous statements, tax returns, and account ledgers rather than summarizing. Source documents prevent later challenges and speed verification during discovery or hearings.
Use Consistent Dates and Formats
Enter dates as MM/DD/YYYY and round balances consistently (e.g., to nearest dollar). Consistent formatting reduces transcription errors in calculations and court filings.
Verify Unusual Items
Explain one-time payments, gifts, or transfers with supporting records. Unexplained items often trigger subpoenas or forensic accounting requests that lengthen the case.
Keep a Secure Audit Trail
When using digital submission, preserve the audit trail showing who uploaded or signed, timestamps, and IP/SMS verification to support authenticity if challenged.

Frequently Asked Questions About the Divorce Information and Worksheet

Answers to common questions about use, validity, notarization, updates, and record retention for the worksheet.


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