Divorce Mediation Checklist

Table of Contents

An Introduction

Lists and checklists are a part of our daily lives. They help us organize our thoughts and are a best practice strategy for get-things-done people.

Think of a grocery list or a to-do list. Without these, tasks might be as haphazard as dressing in the dark. Without a divorce mediation checklist, your mediation sessions would most likely be as haphazard.

It is prudent (kudos to you) to be prepared for what you are soon to experience. Generally, unless we are in the business of negotiation or mediation, it isn’t something we get to practice. So, preparation makes sense.

It is fine to let your mediator take the lead, but you should also be prepared if you want to get the most from mediation. The “knowledge is power” cliché applies here.

Though mediation is meant to be a cooperative, give and take process, the end goal for you is to serve your self-interests. If prepared even a little, you will achieve your goals over someone lesser prepared.

Divorce Mediation Checklist: A Handshake

Having a checklist will guide you through and teach you those items you were unsure or unaware of. Uncertainty can leave us with feelings of ineptitude and powerlessness. Not a good starting position.

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Mediation and The Divorce Mediation Checklist

What is Mediation

Harvard Law School’s Program on Negotiation defines the goal of mediation as, “for a neutral third party to help disputants come to consensus on their own.

Rather than imposing a solution, a professional mediator works with the conflicting sides to explore the underlying interests beneath their positions.

Mediation can be effective at allowing parties to vent their feelings and fully explore their grievances.

Working with parties together and sometimes separately, mediators try to help them hammer out a resolution that is sustainable, voluntary, and nonbinding.”

Studies have found that those couples who mediate versus those that choose to litigate, were more satisfied and were able to reach higher-quality agreements.

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Divorce Mediation Checklist and Preparation

Understand that no detail is too small. Know where you will be meeting, know the address and who will be there. Even what you will wear and where you will park are small successes.

It is important to feel confident.

We will assume you and your ex-spouse have agreed to mediation and that you have chosen your mediator. Your divorce mediation checklist starts with your satisfaction with his/her approach and experience.

You do want to select a mediator with experience. As mentioned above, mediation takes practice.

Writing Things Down: Be prepared

Though a cooperative process as stated, your self-interests should be kept in mind. Strive to set specific goals that are lofty but not too lofty.

Write these down so they are clear. Know what they are.

Though it is wise to strive for specific, lofty goals, you will have to keep your soon to be ex-spouse’s dignity intact.

Studies have shown that although your ex-spouse may be impressed with your negotiation skills, in the long-term they will harbor feelings of jealousy and attempt to thwart future dealings.

So try to keep those lofty goals in check.

If this is a one-off then less concern is needed. But if there are children involved or there is future value in the relationship, then care should be taken.

Compare the desire of chasing those high expectations with the desire to building a lasting post-divorce relationship.

That said, there is no need to lower expectations, continue to aim high. Offer up what may be seen as gains, but that which you would have conceded anyway. Have a list prepared of things that you are willing to give up.

Since you were married or living with your partner for some time, you may know of things that they want.

You may not want these things (the furniture, for example) so giving them up in negotiation would give the appearance of a willing negotiator.

Understanding that there will be losses and gains, it is good practice throughout to keep emotions even. In other words, keep the “hoorahs” down on the wins and the “boos” down on the losses.

Giving anything away too early might compromise your self-interests.

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Divorce Mediation Checklist: Difficult Questions

Difficult Questions

There may be a time in your negotiation where you may need to answer difficult questions or be faced with instances of your relationship that evoke unwanted emotions.

Best practice in this case is to be prepared for those difficult questions. Earlier we saw that being prepared gives us a sense of confidence. Same here.

You do not want to be seen as shaken or put off your game.

So, what to do? Again preparation is the key. Attempt to identify what these questions may be.

Get out a pen (I like a pencil) and paper and write down whatever comes to mind.

Remember that you are trying to define which questions you will have difficulty answering or which circumstances that may have gotten you to mediation in the first place.

Then, write the answers. Practice the questions and the answers aloud so you will have a framework from which to draw on.

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Ultimatums as Take It or Leave It

Some of these difficult questions may come in the form of. If a settlement is on the table for example, you should have a minimum in your head that you would accept.

Not surprising, there are benefits to holding back on that minimum.

Divulging your bare minimum interests in the beginning shuts down further negotiation and does not give you the opportunity to see what may have been left on the table.

In this case, show that you understand the question and your answer should include a fairness to both parties approach.

This leaves room for further negotiation and gives you time to work through the mediation process with a sense of competence and balance.

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Divorce Mediation Anxiety

Your Divorce Mediation Checklist and Anxiety

An important item on any divorce mediation checklist should be the realization that anxiety will be present and is normal.

However, anxiety can harm the outcome you are striving for so it is best to acknowledge it.

We feel anxious when we cannot anticipate responses from our surroundings. I will insert again the power of being prepared. It works and helps.

Have you ever been asked to step outside your comfort zone?

Anxiety is a result of stepping outside that zone because for us, routine makes us feel safe. Risk-taking makes most feel anxious.

But if we listen to entrepreneurs, it is in taking risks where they find success.

So, knowing that mediation is not routine for us, anxiety should be expected. Preparedness, as mentioned, can lower anxiety as it leaves us feeling less vulnerable.

Facing the anxiety head on is important. Doing this will allow us to see it and seeing it renders it normal. And normalcy is what we are trying to achieve for best results.

Reframing anxiety or our response to anxiety is also helpful. Getting excited about the process of mediation and where it will lead can aide in tempering the negative affects.

Get excited about where you are in the process and in knowing that you are about to put this behind you and a new life for you is just around the corner!

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The Checklist

[ ] Initial Preparation:

  • Identify the need for mediation.
  • Research and select a qualified mediator.
  • Schedule an initial consultation with the mediator.
  • Understand the mediator’s fees and policies.

[ ] Gathering Information:

  • Collect financial documents including bank statements, tax returns, investment portfolios, property deeds, etc.
  • Make a list of assets and liabilities.
  • Gather documentation related to children (if applicable), including custody arrangements, school information, medical records, etc.
  • Compile a list of personal and joint goals for mediation.

[ ] Setting Goals:

  • Define individual goals for the mediation process.
  • Identify common interests and areas of potential compromise.
  • Determine the desired outcome for property division, child custody, visitation rights, and financial support.

[ ] Scheduling Sessions:

  • Coordinate schedules with all parties involved, including the mediator.
  • Set aside sufficient time for each mediation session.
  • Establish a timeline for completing the mediation process.

[ ] During Mediation Sessions:

  • Maintain open and respectful communication.
  • Listen actively to the other party’s concerns and perspectives.
  • Focus on problem-solving and reaching mutually acceptable solutions.
  • Be honest and transparent about financial matters and personal priorities.
  • Remain flexible and willing to explore various options.

[ ] Negotiation and Agreement:

  • Explore different settlement options for division of assets, debts, and responsibilities.
  • Discuss child custody arrangements, parenting plans, and visitation schedules.
  • Negotiate spousal support (if applicable) based on financial circumstances and needs.
  • Review and revise proposals until both parties reach a satisfactory agreement.

[ ] Legal Review:

  • Consult with individual attorneys to review the proposed settlement agreement.
  • Clarify any legal terms and implications of the agreement.
  • Make necessary revisions based on legal advice and mutual understanding.

[ ] Finalizing the Agreement:

  • Draft a formal settlement agreement incorporating all terms and conditions agreed upon during mediation.
  • Sign the agreement in the presence of witnesses or a notary public.
  • File the agreement with the appropriate court for approval and incorporation into the final divorce decree.

[ ] Post-Mediation Follow-Up:

  • Implement the terms of the settlement agreement as outlined.
  • Seek legal advice if disputes or issues arise regarding the interpretation or enforcement of the agreement.
  • Reflect on the mediation process and assess its effectiveness in achieving desired outcomes.

[ ] Self-Care and Emotional Support:

[ ] Recognize and address the emotional challenges associated with divorce. –

[ ] Seek support from friends, family members, or a therapist. –

[ ] Practice self-care activities to maintain emotional well-being throughout the mediation process.

Feel free to check off the items as you progress through your divorce mediation process.

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A Conclusion Concerning Your Divorce Mediation Checklist

I cannot overstate (and I hope I have!) that being prepared before going into mediation will increase your odds of attaining your goal of fulfilling your self-interests.

From selecting a mediator with experience to knowing how to deal with anxiety. Having taken the time to read this hopefully helpful piece, to reading further in your quest for being prepared. I wish you the best in your endeavor.

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How To Get What You Want in Divorce Mediation

Table of Contents

An Introduction to How To Get What You Want in Divorce Mediation

The divorce process is adversarial to begin with. Both sides at this point have gone through tremendous emotional and psychological trauma as a result. There are many reasons why a couple might want to dissolve their marriage. That is not the concern at the moment. But, if you are asking how to get what you want in divorce mediation, there is help.

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What is Mediation

Mediation is a consultative process where a neutral party is put in place to be used as a buffer from the emotional and psychological impacts of divorce.

The mediator could be a health professional or a lawyer practicing mediation or a team of health professionals and mediation lawyers.

In the case of divorce mediation, both parties would already have a lawyer or would be in the process of attaining one.

How to Get What you Want in Divorce Mediation: It Doesn't Have to Be a Tug of War.

Mediation doesn’t mean you do not need a lawyer, it just means that the process will be more civil and less costly.

There would be an agreement in principle created through the mediation process. Lengthy litigation is averted as it is more cooperative and when children are involved, less time fighting over custody.

It seems like a preferable option to litigation.

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Is Divorce Mediation for Me

Mediation is not for everyone. Both sides need to understand that in the end, mediation means a series of give and take.

It is almost inconceivable that at the point of divorce a cooperative relationship could exist between a divorcing couple.

Couples may agree on divorce, but it is generally not the norm where both parties wish to end a marriage. Most of the time one or the other will instigate the process.

When this occurs, a power imbalance may be present. A professional, experienced mediator will be able to identify and neutralize any power imbalance to create an even playing field.

It is a cooperative relationship that is needed for successful mediation. Couples must enter the process understanding the civil nature of mediation.

If you are looking to derive some form of payback on your spouse, if civility is just not in the cards, then mediation may not work. The justice system is patiently waiting to mandate those unable to mediate an agreement that works.

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A Checklist: Is Divorce Mediation for Me

Using the checklist below may help you decide if mediation is for you.

Understanding Divorce Mediation:

Do I understand what divorce mediation is and how it differs from traditional divorce litigation?

Am I open to negotiating with my spouse in a collaborative and non-adversarial manner?

Have I researched the benefits and potential drawbacks of divorce mediation?

Willingness to Communicate:

Am I willing to engage in open and honest communication with my spouse during mediation sessions?

Can I set aside emotional conflicts and approach mediation with a focus on problem-solving and compromise?

Do I believe my spouse is also willing to participate constructively in the mediation process?

Complexity of Issues:

Are the issues in my divorce relatively straightforward, such as division of assets and debts, child custody, and support?

Do I believe that my spouse and I can reach agreements on these issues with the help of a mediator?

Are there any particularly contentious or complex issues that may be difficult to resolve through mediation?

Desire for Control and Flexibility:

Do I value having control over the outcome of my divorce settlement?

Am I seeking a more flexible and personalized approach to resolving issues related to divorce?

Do I want to actively participate in crafting agreements that meet the unique needs and circumstances of my family?

Financial Considerations:

Am I comfortable with the potential cost savings associated with divorce mediation compared to litigation?

Do I understand the financial implications of reaching agreements on issues such as property division and spousal support?

Have I considered the potential long-term financial benefits of resolving disputes amicably through mediation?

Legal Guidance and Protection:

Am I willing to seek independent legal advice to review proposed agreements before finalizing them in mediation?

Do I understand that divorce mediators facilitate discussions but cannot provide legal advice to either party?

[ ] Am I confident in my ability to advocate for my interests and rights with the assistance of legal counsel if necessary?

Emotional Readiness:

Have I addressed my emotional well-being and prepared myself for the challenges of the divorce process?

Do I have a support system in place to help me cope with the emotional aspects of divorce mediation?

Am I committed to prioritizing the best interests of any children involved and minimizing the impact of divorce on them?

Exploring Alternatives:

Have I considered alternative dispute resolution methods, such as collaborative divorce or arbitration?

Do I believe that divorce mediation aligns with my goals and preferences for resolving conflicts with my spouse?

Am I open to exploring different options and making an informed decision about the most suitable approach for my situation?

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Litigation vs Mediation

More and more couples are deciding to mediate. Litigation is more expensive and depending on the terms, may take a very long time. Some courts may even mandate mediation.

The more time it takes to litigate an arrangement the more costly the process will become. Litigation is public. Aspects of  any privacy will be introduced to the world and could be embarrassing. The divorcing couple generally does not have a say in any arrangement a court may decide upon. There is no negotiation.

You may have some say. It may be in the form of your demands. Depending on how high these may be or your expectations of the court to decide in your favor. These demands may be pie in the sky.

Mediation on the other hand is almost the complete opposite. Remembering that mediation is a process of civility, both sides have an opportunity to communicate their wishes, the proceedings are confidential and less costly. Lawyers still need to be involved but the cost of litigation is minimized.

A mediator, with the cooperation of the couple, is able to finalize an agreement to be presented to the court.

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Lawyer As Mediator

You may be asking why you would use a lawyer as a mediator as opposed to the health professional you’ve been seeing or thinking about seeing?

The health professional is experienced in taking you through the emotional and psychological trauma of divorce. Especially if you are not the one who has instigated the request.

However, the health professional is not aware of the laws surrounding divorce proceedings. In the end, you would have to secure the services of a lawyer to finalize the divorce. That said, a team approach including health professionals and legal advisors is best.

But what of the lawyer as mediator? Professional and experienced in divorce law, mediation with a lawyer has advantages over other professionals.

First, lawyers know the legal parameters within which the justice system will work. Second, they know the language and methodology of mediation. What are lawyers if not mediators. They confer on a daily basis with clients to advise.

In her article The Attorney as Divorce Mediator, Adriane C. Berg writes, “It appears to me, that no other better skills can be brought to bear on the divorce mediation than those learned by the attorney. The combination of logical thinking, negotiation technique, long-range foresight, result orientation, and language skills that attorneys possess, cannot be beat.”

That’s fine you may say, but isn’t the lawyer a hard and callous professional looking only at the bottom line? There may be some like that, but know there are others who are not.

When selecting a lawyer as a mediator, make sure they are also able to empathize with your emotional concerns. Berg adds, “Moreover, constant  experience with the human condition and its emotional ramifications at a time of crisis, with decision making, and with deal making is unique to the legal field.”

According to Berg, “Lawyers are essential to the process.”

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How to Get What You Want in Divorce Mediation

How to Get What You Want in Divorce Mediation: Counselor at Law Sign

Berg’s article pays very close attention to the responsibilities of the lawyer as mediator.

For our purposes, we can use these responsibilities to understand how a lawyer as mediator will work for us. She outlines these responsibilities in five steps;

Step 1

The first step of course is to find a lawyer that will mediate. Know that mediation is a humane process but also know that it is a legal process. This may be the first time you have encountered the legal system.

Know that mediation may fail. The lawyer knows this and may ask you to sign a waiver. As disclosure is a very important part of mediation, you should know this and be prepared to either sign the waiver or not.

Not signing may put an end to the process. However, having selected mediation over litigation means you already have a positive view that it will work for you and your future ex-spouse.

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Step 2

During the second phase of the process, clients would sign a contract to retain the lawyer as mediator. As this is a contract for mediation, the lawyer would not represent you when presenting the mediated agreement.

In the contract would be the responsibilities of the mediator and the clients. Confidentiality and disclosure would be included and explained. Clients would have to retain their own lawyer to present that agreement to the court. At this point you may be thinking, that’s a lot of lawyers.

Remember, mediation is an option in lieu of costly litigation. Mediation generally saves time, therefore saving money.

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Step 3

Mediation begins. Generally a session would last an hour to an hour and a half. On average there would be ten sessions.

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Step 4

When mediation is successful, a contract is written. All aspects of the contract are gone over with the clients. Each client gets a copy to be read privately. A follow-up meeting is scheduled for any further questions.

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Step 5

The final step is signing the contract.

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A Conclusion on How to Get What you Want in Divorce Mediation

The information provided is not meant to represent legal advice. Please contact an attorney for professional legal advice on mediation.

However, what I have presented is an introduction to mediation taken from the chronicles of lawyers on mediation and its benefits over litigation.

How to get what you want in divorce mediation first means understanding what divorce mediation is. It is not adversarial. It is a cooperative, civil and humane process that can save you money and in the end gives you a voice in the process.

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How do you feel about what you’ve read? Leave a comment below if you would like to tell us about your co-parenting experience! Or if you would like to send a note, use our contact form! Thanks for reading, and come back again!