Party Details
Full legal names, aliases, dates of birth, contact information, and current addresses for both parties and any dependents; crucial for service, legal identity verification, and formal captions in pleadings.
A clear, complete worksheet centralizes facts and reduces back-and-forth with counsel or the court. It helps identify contested issues, supports accurate financial disclosures, and shortens preparation time for pleadings or settlement discussions.
Using a standardized worksheet reduces omissions, improves accuracy of disclosures, and speeds case progression across these user groups.
A non-attorney completing the worksheet to assemble required facts for court filings or to provide to an attorney. Accuracy is critical because inconsistent financial disclosures can affect child support, spousal support, and property division outcomes.
An attorney or paralegal who uses the worksheet to prepare pleadings, draft settlement terms, and verify disclosures against bank statements, tax returns, and title documents. The worksheet becomes an internal checklist for evidence collection and negotiation strategy.
Full legal names, aliases, dates of birth, contact information, and current addresses for both parties and any dependents; crucial for service, legal identity verification, and formal captions in pleadings.
Exact marriage date, date of separation or last cohabitation, and any prior marriage history; these dates determine marital asset classification and may affect spousal support calculations.
Employer names, job titles, gross pay, pay period, recent paystubs, bonus schedules, and self-employment revenue details for accurate income determination and support computations.
Real property addresses, mortgage balances, account numbers, titles, vehicle details, retirement accounts, and estimated fair market values with supporting statements or appraisals.
Creditors, account numbers, balances, monthly payments, and which party is responsible or claims responsibility; relevant for equitable division and support obligations.
Children’s names and ages, current custody arrangements, proposed parenting plan, school and medical provider details, and special care needs that affect time-sharing and child support.
| Field | Configuration |
|---|---|
| Required Fields | Make party names, date of separation, and income required to prevent incomplete submissions. |
| Conditional Logic | Show parenting sections only if children are listed to reduce user confusion. |
| Attachment Types | Allow PDF, DOCX, JPG; require latest paystub and tax return uploads where indicated. |
| Audit Trail | Capture signer IP, timestamp, and authentication method for admissibility. |
Ensure any e-signature provider you use supports ESIGN/UETA compliance and your jurisdiction’s notarization or court requirements.
Often required within 30–60 days of filing depending on local rules
Hearings for temporary support commonly scheduled within weeks of filing
Courts typically require submission before settlement conference or trial
Retain documents for at least 3 years for IRS purposes
RON audio-video records commonly retained 5–10 years where used
Worksheet and attachments received and logged by counsel or court.
Attorney verifies numbers and requests missing documents.
Judge may set interim support or custody orders.
Judgment entered after settlement or trial; retain final documentation.
| 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 | Yes, 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year cap | Varies by plan | Varies by plan | Varies by plan |
A mid-size family law practice standardized the worksheet intake to reduce missing items.
A community mediation center provided an editable worksheet for self-represented parties.