Professional Mediation Since 1990
Virginia Supreme Court Certified
Warrenton 540-341-4615 Manassas 703-222-0124 Fairfax 571-295-7857

What Do I Need to Bring?

Please bring identification information/documentation and current information about financial accounts, loans, and property titled, owed, or owned by one or both of you. All information should be the most current available and should be the source document (most recent statement). Printouts of statements from the internet are fine. If a spreadsheet helps you organize, fine, it’s not required, but please bring the source documents, too.

Please note: Many of the items listed will not apply to everyone. Also, this list is not all-inclusive. If there's anything this list doesn’t include from a financial standpoint that applies to you, please bring it. However, please do not spend money obtaining third party information, for example, an appraisal, at this time.

You do not need and are not required to have every item in hand to begin mediation. Do not let document gathering delay your first meeting. The first meeting will identify any remaining items needed and may save you from searching for information you won’t need.  
 
1.     Identification Documentation
a.     Social Security Numbers
b.    Driver’s Licenses
c.     If you have minor children, please bring the last 4 digits of their social security numbers
 
2.     All Financial Assets
a.     Bank Accounts
b.    Non-Retirement Investment Accounts
c.     Retirement Savings Accounts (IRA, 401(k), 403(b), etc.)
d.    Pensions (Military, CSRS, FERS, Private)
e.     College Accounts (UTMA, UGMA, 529, etc.)
f.     Other Financial Assets
 
3.     Significant Property & Related Loan Information (Balance Due & Monthly Payment)
a.     House and Other Real Estate
b.    Cars, Boats, and Other Licensed or Titled Property
c.     Other Significant Property
d.    Do Not Inventory Your Household Property and Furnishings
 
4.     All Other Financial Liabilities
a.     Credit Cards
b.    Financing Arrangements
                                                    i.    Braces
                                                   ii.    Furniture
                                                  iii.    Computers/TV
                                                 iv.    Appliances
c.     Outstanding Unreimbursed Medical Expenses
d.    Student Loans
e.     Loans from Friends or Family
f.     Other Loans or Financial Obligations
 
5.     All Salary, Wages and Other Forms of Compensation
a.     Recent Pay Stubs
b.    Employment Agreement
c.     Stock Options Plan
d.    Bonus Schedule
e.     Commission Schedule
f.     Deferred Compensation
g.    Other
 
6.     Insurance
a.     Life
                                                    i.    Death Benefit Amount
                                                   ii.    Beneficiary
                                                  iii.    Term or Other (Whole, Universal, etc.)
1.     If Other, Cash Value
2.     Copy of Policy
b.    Health, Dental & Vision
                                                    i.    Cost of Current Coverage
                                                   ii.    Cost of Same Coverage for “Employee Only” and for “Employee plus Children” (may be the same as Family Plan)
 
7.     Taxes
a.     Copy of Most Recent Tax Returns
                                                    i.    W-2s
                                                   ii.    1099s
b.    Knowledge of Current Year Tax Status
                                                    i.    Estimated Tax Payments
                                                   ii.    Past Due Taxes

8.     Sole Proprietor or Family Business Information

 

Convenient to Northern Virginia, Mulford Mediation serves the following areas:

Bristow, Chantilly, Herndon, Reston, Centreville, Fairfax, Springfield, Vienna, Tysons Corner, Fair Oaks, Gainesville, Haymarket, Manassas, Fredericksburg, Winchester, Middleburg, Woodbridge, Dumfries, Oakton, Falls Church, McLean, Sterling, Front Royal, Leesburg, Quantico, Stafford, Fredericksburg, Culpeper, Dulles, Brambleton, South Riding, Arlington, Annandale, Warrenton, Marshall, Bealton, Dunn Loring, Great Falls, Merrifield, Lees Corner, Oak Hill, Manassas Park, Manassas City, Fauquier County, Culpeper County, Rappahannock County, Prince William County, Fairfax County, Stafford County, Spotsylvania County, Frederick County, Loudoun County, Clarke County, and Orange County.

This website is designed for general information only. The information presented on this site should not be construed to be legal advice or the formation of a mediator/client relationship.