Summary Sheets
Preparing for an Organized Divorce – Summary Sheets
Each summary sheet has been designed to help you organize a specific type of information. As you complete each one, they will assist you in getting organized, and staying organized, both during your Divorce proceedings and as you move forward with your new life.
Contact Summary Sheet
The Contact Summary Sheet will help you organize the contact and password information for the various individuals and institutions that you have accounts or memberships with.
Meeting and Conference Call Agenda Sheet
Keeping track of the issues you want to discuss with your Divorce team, remembering what they have advised you, and knowing who is responsible for the follow up – the Meeting and Conference Call Agenda Sheet is the resource you need to stay organized and on course.
Financial Documents Summary Sheet
The Financial Documents Summary sheet specifies the documents you need to locate for your Divorce team, in a format that helps keep you organized and prepared for completing the necessary Financial Statements.
Investments Summary Sheet
The Investment Summary Sheet provides a simple, organized summary of all the investment information and valuations that you and your Divorce team will require to complete the necessary Financial Statements.
Debts and Liabilities Summary Sheet
The Debts and Liabilities Summary Sheet provides a simple, organized summary of all the debt and liability information and valuations that you and your Divorce team will require to complete the necessary Financial Statements.
Clients who have extended health benefits for Social Work services may be able to be reimbursed for Divorce Matters services. Check with your provider to see if you have coverage for Social Work services.
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A Divorce Organized By Divorce Matters Will Help You:
- Understand the Divorce process
- Locate and organize the paperwork needed to negotiate important aspects of your Divorce
- Complete your Financial Disclosure Forms 13, 13.1, required by your Divorce team
- Save money on professional fees
- Feel more in control of your life