Separation / Divorce-Adjacent Agreements Template

Separation / Divorce-Adjacent Agreements Hub Template

Hub Owner (Optional): [Your Name]

Date Created/Updated: [Date]

Jurisdiction (Optional): [State/Country]

Relationship Type: ☐ Married ☐ Domestic partnership ☐ Long-term cohabitation ☐ Other: [__]

1. How to Use This Hub

1.1 Identify your current stage:

☐ Planning separation (not moved out yet)

☐ Separated (living apart or separating in the same home)

☐ Divorce in progress (case filed)

☐ Post-divorce (enforcing or updating terms)

1.2 Choose the document(s) that match your need below and complete the details checklist in Section 4.

2. Common Agreement Types and When to Use Them

2.1 Separation Agreement (General)

Use when you want written terms for living separately: bills, property, debts, support, and parenting (if applicable).

2.2 Temporary Separation Agreement / Trial Separation Agreement

Use when separation is time-limited or experimental and you want short-term rules (who lives where, finances, communication boundaries).

2.3 Move-Out Agreement & Mutual Release (Spouses/Partners)

Use when one person is moving out and you want clear rules for: move-out date, property removal, keys, bills through move-out, and a limited release after completion.

2.4 Parenting Plan Agreement (Separation Period)

Use when you need a written parenting schedule, exchange rules, decision-making, and expense sharing before final court orders.

2.5 Child Support Agreement (Private Arrangement)

Use to document payment amount, due date, method, healthcare coverage, and how extra expenses are split (subject to court approval where required).

2.6 Spousal Support (Alimony) Agreement

Use to document temporary or ongoing support: amount, duration, payment method, and termination triggers.

2.7 Property Settlement Agreement / Marital Settlement Agreement (MSA)

Use for “final terms” dividing assets and debts and setting support/parenting terms (often used to finalize divorce).

2.8 QDRO / Retirement Division Packet (If Applicable)

Use when dividing certain employer retirement plans (often requires plan-specific language and administrator pre-approval).

2.9 Mediation Settlement Agreement

Use when mediation produces agreed terms and you need a clean settlement document with deadlines and enforcement language.

2.10 Debt Allocation Agreement (Separation Period)

Use when you want to assign responsibility for credit cards, loans, and monthly obligations during separation and set reimbursement rules.

2.11 Household Expense Split Agreement (During Separation Under One Roof)

Use when both people live in the same home but are separating and need rules for bills, spaces, and boundaries.

2.12 Interspousal Transfer Deed (If Real Estate Title Changes)

Use when transferring a home interest between spouses as part of a separation/divorce plan (often requires notarization/recording).

3. Common Letters and Notices You May Need

3.1 Notice to Vacate / Intent to Vacate (If Moving Out of a Rental)

Use when you must notify a landlord/property manager of move-out dates.

3.2 Request for Lease Renewal / Counteroffer (If Staying Put)

Use when one party plans to remain and you need stable housing terms.

3.3 Name Change Affidavit / Record Update Letter (If Changing Name)

Use to update banks, employers, schools, and other records after a legal name change basis exists.

3.4 Affidavit of Indigency (Fee Waiver Request) (If Applicable)

Use when requesting a court fee waiver due to financial hardship (often requires local court form too).

4. Information Checklist to Gather Before Drafting

4.1 People and Dates

• Full legal names, addresses, contact details

• Marriage/partnership date (if applicable)

• Separation date

• Planned move-out date(s)

Full legal names, addresses, contact details

Marriage/partnership date (if applicable)

Separation date

Planned move-out date(s)

4.2 Children (If Any)

• Names and DOBs

• Current schedule and desired schedule

• School/childcare details

• Health insurance and medical providers

• Travel rules and emergency contacts

Names and DOBs

Current schedule and desired schedule

School/childcare details

Health insurance and medical providers

Travel rules and emergency contacts

4.3 Income and Support

• Employment and monthly income (gross/net)

• Benefits (health insurance, retirement)

• Childcare costs, medical costs

• Proposed child/spousal support amounts and payment methods

Employment and monthly income (gross/net)

Benefits (health insurance, retirement)

Childcare costs, medical costs

Proposed child/spousal support amounts and payment methods

4.4 Property and Debts

• Real estate addresses + mortgage details

• Vehicles + loans

• Bank accounts, credit cards, loans

• Retirement accounts (401(k), pension, IRA)

• Personal property list (major items)

• Any business interests

Real estate addresses + mortgage details

Vehicles + loans

Bank accounts, credit cards, loans

Retirement accounts (401(k), pension, IRA)

Personal property list (major items)

Any business interests

4.5 Practical Logistics

• Utilities and subscription accounts

• Mailing address and forwarding plan

• Keys/access devices and digital accounts

• Pets and pet expenses (if any)

Utilities and subscription accounts

Mailing address and forwarding plan

Keys/access devices and digital accounts

Pets and pet expenses (if any)

5. Document Selection Worksheet (Fill-In)

5.1 My primary goal right now is: [Example: “agree on parenting and bills for the next 3 months”].

5.2 Documents I plan to use (check all that apply):

☐ Separation Agreement (General)

☐ Temporary/Trial Separation Agreement

☐ Parenting Plan Agreement

☐ Child Support Agreement

☐ Spousal Support Agreement

☐ Move-Out Agreement & Mutual Release

☐ Property Settlement Agreement / MSA

☐ Mediation Settlement Agreement

☐ QDRO / Retirement division document

☐ Interspousal Transfer Deed

☐ Other: [__]

5.3 Target date to finalize documents: [Date].

5.4 Notes/priority issues: [List top 3–5].

6. Next Steps (Optional)

6.1 Share draft(s) with the other party (and attorneys if involved): [Method].

6.2 If mediation is planned: mediator name/date (optional): [**].

6.3 If court filing is planned: court/case (optional): [**].

Signatures

Hub Owner / Prepared By (Optional): [Full Name]

Date: [Date]

Signature: ___________________________

Acknowledgment (Optional):

I, [Other Party Name], acknowledge receipt of this hub as a planning reference (not necessarily agreement to terms).

Name: [Full Name]

Date: [Date]

Signature: ___________________________