Identifying Details
Full legal names, aliases, dates of birth, addresses, and contact details for petitioner and respondent; vital for service and official notices.
A consistent worksheet reduces omissions, supports accurate pleadings, and speeds case preparation by consolidating names, dates, financial details, and attachments. When completed carefully it helps counsel and courts avoid follow-up discovery, clarifies disputed items, and creates a reproducible record for settlement negotiations or hearings.
Completing the worksheet early clarifies required exhibits, supports accurate statutory disclosures, and reduces later procedural delays.
| Field | Configuration |
|---|---|
| Signature Field | Require typed or e-signature with date. |
| Attachment Field | Require upload of financial exhibits (PDF preferred). |
| Routing Order | Send to filer, opposing party (if applicable), then counsel or court. |
| Authentication | Enable email link and optional SMS code for signer identity. |
Ensure the chosen service can export a court-ready PDF with an attached certificate of completion and store records encrypted at rest.
Full legal names, aliases, dates of birth, addresses, and contact details for petitioner and respondent; vital for service and official notices.
Marriage date, separation date, and prior marriages listed with documentation to establish community property periods and relevant statutory windows.
Names, birthdates, current living arrangements, and proposed custody schedules, plus information on child care and medical needs.
Current gross/net income, recent paystubs, last two years of tax returns, and calculations or proposals for child and spousal support.
Bank accounts, retirement, brokerage, real property, mortgages, and joint debts with account excerpts and valuation dates.
Summarize desired property division, support, custody, and any temporary orders or requests pending final judgment.
An attorney used the worksheet to collect assets and incomes in one visit, reducing follow-up requests.
A self-represented filer used the worksheet to organize custody details and income statements before filing.
Complete worksheet before drafting petition or response.
Hearing often within 30–90 days after filing.
Exchange financial documents within court-ordered schedule.
Often set 60–120 days from filing by local rule.
Scheduled per court calendar after settlement attempts conclude.
Each party signs to attest to the accuracy of the information they supplied. Signatures may be electronic where permitted by local rules; in some courts original signatures or notarization may still be required.
Counsel signs to confirm review and submission on behalf of a client. The attorney’s signature records representation, date of review, and responsibility for disclosures and filing accuracy.
| 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 (no card) | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |