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Separation / Divorce-Adjacent Agreements Template – California

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Separation / Divorce-Adjacent Agreements Hub Template

1. Hub Profile

Hub Owner: [Full Name (optional)]

Date Created/Updated: [Date]

Jurisdiction: [State/Country (optional)]

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

2. Document Selection Worksheet

Primary goal right now: [__]

Documents to use: ☐ 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 packet ☐ Interspousal Transfer Deed ☐ Other: [__]

Target date to finalize selected documents: [Date]

Priority issues: [List 3–5]

3. Hub Stage Selector

Current Stage: [Select one]

☐ 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)

4. Common Agreement Types Menu

Separation Agreement (General): [Use for written terms while living separately: bills/property/debts/support/parenting (if applicable)]

Temporary/Trial Separation Agreement: [Use for time-limited rules: housing/finances/communication boundaries]

Move-Out Agreement & Mutual Release: [Use for move-out date/property removal/keys/bills through move-out/limited release after completion]

Parenting Plan Agreement (Separation Period): [Use for schedule/exchanges/decision-making/expenses before final orders]

Child Support Agreement (Private Arrangement): [Use for amount/due date/method/healthcare/extra expense split (as applicable)]

Spousal Support Agreement: [Use for amount/duration/method/termination triggers]

Property Settlement Agreement / MSA: [Use for final division of assets/debts and related terms]

QDRO / Retirement Division Packet: [Use for division of certain retirement plans with plan-specific requirements]

Mediation Settlement Agreement: [Use for mediation terms with deadlines/enforcement placeholders]

Debt Allocation Agreement: [Use for assigning responsibility for loans/credit cards/monthly obligations and reimbursement rules]

Household Expense Split Agreement (Same Home): [Use for bills/spaces/boundaries while separating under one roof]

Interspousal Transfer Deed (If Real Estate Title Changes): [Use for title transfer steps: notarization/recording placeholders]

5. Common Letters and Notices Menu

Notice to Vacate / Intent to Vacate: [Use for rental move-out notice timing and delivery method]

Request for Lease Renewal / Counteroffer: [Use for stable housing terms or renewal negotiation]

Name Change Affidavit / Record Update Letter: [Use for bank/employer/school record updates after name change basis exists]

Affidavit of Indigency (Fee Waiver Request): [Use for fee waiver request with local form placeholders]

6. Information Checklist

People and Dates: [Names/addresses/contacts/marriage or partnership date/separation date/move-out dates]

Children (if any): [Names/DOBs/schedules/school/health coverage/emergency contacts/travel rules]

Income and Support: [Employment/gross and net income/benefits/childcare and medical costs/proposed support amounts and payment methods]

Property and Debts: [Real estate/mortgages/vehicles/loans/accounts/cards/retirement/personal property/business interests]

Practical Logistics: [Utilities/subscriptions/mailing plan/keys/access devices/digital accounts/pets and expenses]

7. Next Steps

Draft sharing method: [Email/Portal/In person/Other]

Mediation planned: [Mediator name/date (optional)]

Court filing planned: [Court/case (optional)]

Review plan: [Attorney review/Peer review/Other]

8. Signatures

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

Date: [Date]

Signature: ___________________________

Acknowledgment: [Receipt acknowledgment only (optional)]

Name: [Full Name]

9. Two-Step Issue Classification (Category → Subtype + Urgency)

Category

Subtype

Urgency (1–5)

Decision Owner

Notes/Ref ID

[Housing]

[Move-out/Lease]

[1–5]

[Self/Joint/Other]

[__]

[Parenting]

[Schedule/Exchanges]

[1–5]

[Self/Joint/Other]

[__]

[Finances]

[Bills/Debts/Support]

[1–5]

[Self/Joint/Other]

[__]

Category

Subtype

Urgency (1–5)

Decision Owner

Notes/Ref ID

[Housing]

[Move-out/Lease]

[1–5]

[Self/Joint/Other]

[__]

[Parenting]

[Schedule/Exchanges]

[1–5]

[Self/Joint/Other]

[__]

[Finances]

[Bills/Debts/Support]

[1–5]

[Self/Joint/Other]

[__]

Category

Subtype

Urgency (1–5)

Decision Owner

Notes/Ref ID

[Housing]

[Move-out/Lease]

[1–5]

[Self/Joint/Other]

[__]

[Parenting]

[Schedule/Exchanges]

[Finances]

[Bills/Debts/Support]

10. Records Preservation (Adapted Evidence Preservation)

Records to Preserve: [Bank statements/credit card statements/pay stubs/tax returns/parenting calendar/key communications]

Storage Location(s): [Cloud folder/Drive/Other]

Access List: [Names/emails]

Retention Plan: [Date range]

11. Parenting Exchange Details (If Applicable)

Exchange Locations: [__]

Exchange Time Window: [__]

Communication Channel: [__]

Emergency Contact Protocol: [__]

12. Housing Transition Snapshot

Current Residence: [Address]

Planned Move-Out Date(s): [Date(s)]

Keys/Access Handoff Date: [Date]

Utilities/Subscriptions Transfer Plan: [__]

Category

Subtype

Urgency (1–5)

Decision Owner

Notes/Ref ID

[Housing]

[Move-out/Lease]

[1–5]

[Self/Joint/Other]

[__]

[Parenting]

[Schedule/Exchanges]

[1–5]

[Self/Joint/Other]

[__]

[Finances]

[Bills/Debts/Support]

[1–5]

[Self/Joint/Other]

[__]

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Separation / Divorce-Adjacent Agreements Template – California

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For quick answers, scroll below to see the FAQ.

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Frequently asked

Separation / Divorce-Adjacent Agreements Template – California — quick answers

Reviewed July 2026 Free download, PDF & DOCX
01

What is the purpose of a separation/divorce-adjacent agreements hub?

This hub is a single planning document that helps you map your situation to the right agreements and letters, then organize the information needed to draft them. Instead of starting from scratch, you identify your current stage, choose the documents that match your goals, and collect the facts that will drive the terms. The hub can also reduce confusion by keeping dates, contacts, and priorities in one place. It is designed to support clearer conversations and faster drafting, whether you are working directly with the other party, using mediation, or preparing materials for an attorney.

02

How do I decide which agreement to start with if we are still living under one roof?

If you are separating while sharing a home, it often helps to start with a short agreement focused on day-to-day logistics: household expense split, use of spaces, boundaries, and a plan for move-out decisions. The goal is to stabilize routines while you gather financial and property details for longer documents. If children are involved, a temporary parenting schedule can be drafted alongside those household rules. The hub supports that approach by letting you choose a “during separation under one roof” option first, then build toward broader terms once you have inventory lists and budget numbers.

03

What information should I gather before drafting any terms?

The most useful starting set is names and contact details, key dates, and a snapshot of finances. That includes a separation date, planned move-out dates, incomes, recurring monthly bills, and a list of major assets and debts. If children are involved, gather school and childcare information, current schedules, and healthcare coverage details. You do not need perfect numbers to begin, but you do need a shared list of what must be addressed. The hub’s checklist is designed to reduce missed items by grouping information into people and dates, children, income/support, property/debts, and practical logistics.

04

How can the hub help reduce conflict during move-out planning?

Move-outs create conflict when expectations are unclear about timing, what property can be removed, who pays which bills, and how keys and access will be handled. The hub encourages you to select a move-out agreement module and to capture specific dates, responsibilities, and handoff steps. That structure helps shift conversations from accusations to logistics, because each issue becomes a fill-in term rather than an open-ended debate. The hub also prompts you to identify what must be documented, such as shared subscriptions, utility accounts, and forwarding plans, which are common sources of post-move misunderstandings.

05

Can this hub be used for domestic partners or long-term cohabitants?

Yes. The hub is structured around shared issues — housing, bills, property, debts, parenting, and logistics — rather than a single relationship label. You can select the relationship type at the top and then choose only the agreement types that match your situation. For example, long-term cohabitants may prioritize property and debt allocation, while domestic partners may also need planning around parenting and support expectations. The point is to create a written framework for decisions and responsibilities during a transition. If you are unsure what applies, the hub helps you list questions and assemble facts before drafting detailed terms.

06

How should I organize records and communications while we are negotiating terms?

Organization matters because separation discussions can stretch over weeks and involve many moving parts. A practical approach is to keep one folder for core documents, one for financial statements, and one for communications, with a simple naming system tied to dates. The hub’s modules encourage you to list what records to preserve, where they are stored, and who has access, which reduces confusion later. The goal is not surveillance; it is consistent documentation of shared facts like balances, payments, and schedules. Clean records also help mediation sessions stay focused, because you can point to the same reference set.

07

Can AI Lawyer generate the individual agreements selected in the hub?

Yes. If you complete the hub’s selections and checklist fields, AI Lawyer can use that information to draft matching agreements and letters in a consistent style. That can include temporary separation terms, move-out logistics, parenting schedules, support terms, and debt allocation drafts, depending on what you selected. You still control the decisions and the numbers, but using one hub as the input reduces repeated data entry and keeps names, dates, and responsibilities consistent across documents. If you later change a date or priority, updating the hub first can make it easier to update downstream drafts in a coordinated way.

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