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: [__]
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]
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]
4. 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)
5. 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]
6. 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]
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. Support Team Matrix (Adapted Witness Matrix)
Name | Role | Contact | Purpose/Scope | Notes/Ref ID |
[Name] | [Mediator/Attorney/Advisor] | [Email/Phone] | [Topic] | [__] |
[Name] | [Therapist/Coach] | [Email/Phone] | [Topic] | [__] |
[Name] | [School/Childcare contact] | [Email/Phone] | [Topic] | [__] |
Name | Role | Contact | Purpose/Scope | Notes/Ref ID |
[Name] | [Mediator/Attorney/Advisor] | [Email/Phone] | [Topic] | [__] |
[Name] | [Therapist/Coach] | [Email/Phone] | [Topic] | [__] |
[Name] | [School/Childcare contact] | [Email/Phone] | [Topic] | [__] |
Name
Role
Contact
Purpose/Scope
Notes/Ref ID
[Name]
[Mediator/Attorney/Advisor]
[Email/Phone]
[Topic]
[__]
[Therapist/Coach]
[School/Childcare contact]
10. Parenting Plan Pre-Work (If Applicable)
Current Routine Summary: [__]
Proposed Schedule Options: [__]
Exchange Notes: [Locations/times]
11. Records Preservation (Adapted Evidence Preservation)
Records List: [Statements/pay stubs/tax returns/schedule notes]
Storage Location: [__]
Access List: [__]
12. Post-Divorce Update Tracker
Terms to Update: [Schedule/Expenses/Other]
Trigger Event: [Relocation/Job change/School change]
Target Date: [Date]
Name | Role | Contact | Purpose/Scope | Notes/Ref ID |
[Name] | [Mediator/Attorney/Advisor] | [Email/Phone] | [Topic] | [__] |
[Name] | [Therapist/Coach] | [Email/Phone] | [Topic] | [__] |
[Name] | [School/Childcare contact] | [Email/Phone] | [Topic] | [__] |