MAKE THE DOCUMENT WORK FOR YOUR SITUATION
About this divorce settlement review draft
Organize a proposed marital settlement covering disclosures, asset and debt allocation, home and retirement transfers, support, parenting references and court review. This editable template brings the key details into one document: family and court context, financial disclosure and valuations, proposed asset and debt division, support and parenting references, court process and implementation. Complete it online, compare the live preview with your records, and download a blank or completed PDF or editable Word document.
What the template includes
The online builder and downloaded documents use the same fields. A selected state can add relevant research prompts. Complete only applicable items; add explanations for exceptions rather than assuming a blank entry resolves them.
Document details4 inputs +
Set the date, jurisdiction, and your internal reference.
- Document date *
- US state *
- County
- Document reference
People & organizations8 inputs +
Use legal names and current contact information.
- Spouse / partner A legal name *
- Spouse / partner A address *
- Spouse / partner A email
- Spouse / partner A phone
- Spouse / partner B legal name *
- Spouse / partner B address *
- Spouse / partner B email
- Spouse / partner B phone
Family and court context10 inputs +
This worksheet does not end a marriage or create a court order.
- Marriage or partnership date
- Reported separation date
- Court and jurisdiction *
- Case number
- Children and applicable existing orders
- Temporary orders and restrictions
- Independent counsel or self-help contacts
- Safe communication or separate-review arrangements
- Issues tentatively agreed
- Unresolved issues
Financial disclosure and valuations8 inputs +
Final documents may require official disclosure forms and particular language.
- Disclosure records supplied by A
- Disclosure records supplied by B
- Income and expense records to review
- Asset inventory, ownership, values and valuation dates *
- Debt inventory, balances and creditor names *
- Separate-property or reimbursement claims
- Appraisals and valuation questions
- Missing records and information requests
Proposed asset and debt division9 inputs +
An agreement between spouses does not itself release either person from a creditor’s claim.
- Assets proposed for A and transfer steps *
- Assets proposed for B and transfer steps *
- Home sale, refinance or transfer proposal
- Retirement allocation and QDRO/professional review
- Business interest valuation and transfer restrictions
- Proposed debt responsibilities and refinance/payoff steps *
- Proposed equalization payment and timing
- Tax filing, gains and adviser review questions
- Deeds, account instructions and separate transfer documents
Support and parenting references7 inputs +
Private terms may require calculations, findings and court approval.
- Proposed spousal support and reserved issues
- Support duration, modification and required findings to review
- Parenting/custody agreement reference
- Official child-support calculation and order reference
- Health coverage and uninsured-cost proposal
- Education and child-expense proposal
- Life/health insurance and beneficiary questions
Court process and implementation8 inputs +
Obtain separate review before difficult-to-change property terms are finalized.
- Required judgment and local forms to obtain
- Required settlement language to verify
- Signatures/notarization requirements to verify
- A’s independent review and questions
- B’s independent review and questions
- Filing and service tasks
- Implementation owners and deadlines
- Enforcement and modification questions for counsel
How to complete it
1. Document details
Set the date, jurisdiction, and your internal reference. Review document date, us state, county, document reference against your source records.
2. People & organizations
Use legal names and current contact information. Review spouse / partner a legal name, spouse / partner a address, spouse / partner a email, spouse / partner a phone and the remaining details against your source records.
3. Family and court context
This worksheet does not end a marriage or create a court order. Review marriage or partnership date, reported separation date, court and jurisdiction, case number and the remaining details against your source records.
4. Financial disclosure and valuations
Final documents may require official disclosure forms and particular language. Review disclosure records supplied by a, disclosure records supplied by b, income and expense records to review, asset inventory, ownership, values and valuation dates and the remaining details against your source records.
5. Proposed asset and debt division
An agreement between spouses does not itself release either person from a creditor’s claim. Review assets proposed for a and transfer steps, assets proposed for b and transfer steps, home sale, refinance or transfer proposal, retirement allocation and qdro/professional review and the remaining details against your source records.
6. Support and parenting references
Private terms may require calculations, findings and court approval. Review proposed spousal support and reserved issues, support duration, modification and required findings to review, parenting/custody agreement reference, official child-support calculation and order reference and the remaining details against your source records.
7. Court process and implementation
Obtain separate review before difficult-to-change property terms are finalized. Review required judgment and local forms to obtain, required settlement language to verify, signatures/notarization requirements to verify, a’s independent review and questions and the remaining details against your source records.
Practical tips
- Do not confuse allocated debt responsibility with a creditor’s release.
- Retirement division may need a separate order and plan-specific review.
- Safety concerns may require separate legal support rather than joint negotiation.
Before signing or submitting
This is an original preparation and professional-review draft. It is not an official state form, certified instrument, filing service, or assurance of enforceability. State and local requirements, required language, disclosures, signatures and delivery procedures must be checked before using a final document.