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Budget Worksheet

Debts & Assets

CURRENT CLIENTS > DEBTS AND ASSETS WORKSHEET

Please list all of the debts and assets that have been acquired during your marriage. if you don't know the value of an asset then estimate the "yard sale" value and do the best you can. You will not need to list every little possession (like knives and forks and towel etc.etc.etc.

All of your house hold possessions that are under the price of $2000.00 can be lumped together and called "House Hold Items" Remember to include items over $2000.00 as separate items. Coin,gun or stamp collections, Frequent Flyer Miles, Pianos, Art, Tools are all examples of things that sometimes are forgotten. Also include any account numbers for debts and assets to include retirement account numbers.

Also include VIN numbers for vehicles. When you have finished you will be asked to submit the information where it will be sent to our office and used in future mediation sessions.

All Information will be submitted over our secure server and will remain confidential.

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Housing
Rent
Mortagage:
Second Mortgage:
Home Insurance:
Real estate taxes:
Other Housing:
Utilities
Electricity:
Gas:
Telephone:
Water:
Other utilities:
Household Maintenance
Repairs:
Cable TV:
Other Household Maintenance:
Food and Clothing
Food (home):
Food (out):
Clothing (self):
Clothing (children):
Transportation
Auto gas:
Auto Repair / Maintenance:
Auto License:
Auto Insurance:
Auto Payments:
Parking:
Auto Other:
Health, Medical, Dental
Medical Insurance:
Dental Insurance:
Out of pocket Medical:
Out of pocket Dental:
Drugs:
Life Insurance:
Disability Insurance:
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