Separation Checklist

4.8/5 with 141 votes
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Toggle Separation Agreement status

Separation Agreement

Toggle Decide whether you want an informal separation, a separation governed by a formal, written agreement or governed by a court order. status

Decide whether you want an informal separation, a separation governed by a formal, written agreement or governed by a court order.

Toggle Agree on the content of the agreement. status

Agree on the content of the agreement.

Toggle Consider living arrangements: do you plan to live separately? status

Consider living arrangements: do you plan to live separately?

Toggle Decide where your children will live. status

Decide where your children will live.

Toggle Decide how you will share the financial obligations involved in supporting your cheildren. status

Decide how you will share the financial obligations involved in supporting your cheildren.

Toggle Decide how you will divide your assets. status

Decide how you will divide your assets.

Toggle If choosing for judicial separation, decide how you're going to work through the process of applying to the court. status

If choosing for judicial separation, decide how you're going to work through the process of applying to the court.

Toggle Practical Steps status

Practical Steps

Toggle Make an inventory of your major assets. status

Make an inventory of your major assets.

Toggle Take an inventory of family debt, including mortgages, credit card debt, consumer debt, and any other items. status

Take an inventory of family debt, including mortgages, credit card debt, consumer debt, and any other items.

Toggle Work out each spouse's individual living costs. status

Work out each spouse's individual living costs.

Toggle Address your retirement benefits. status

Address your retirement benefits.

Toggle Prepare a budget to cover children maintenance. status

Prepare a budget to cover children maintenance.

Toggle Consider whether either of you has any hidden or contingent assets. status

Consider whether either of you has any hidden or contingent assets.

Toggle Evaluate your wills and any estate planning. status

Evaluate your wills and any estate planning.

Toggle Budget for any legal fees that may be required in implementing your separation. status

Budget for any legal fees that may be required in implementing your separation.

Toggle Consider what professional advice you will require. status

Consider what professional advice you will require.

Download or Print this Separation Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Presented by:

Fae Fisher

Fae Fisher

Stats

Views

46

Uses

7

Tasks

18

Who it's for

This Separation Checklist is for anyone who wants a simple, practical way to get things done without missing steps.

  • Avoid forgetting - keep all your Separation essentials in one place (external memory)
  • Save time - start from a proven Separation structure instead of a blank page
  • Stay on track - track progress, come back later, and keep momentum
  • Coordinate with others - share the list and divide responsibilities
  • Learn the process - follow the steps in a sensible order, even if it's your first time

How to use it

How to use this Separation Checklist

  • Save Separation Checklist to your free Checklist account so your progress is saved and synced across devices.
  • Customize it in the app: remove anything that does not apply, then add your own details for Separation (dates, sizes, addresses, notes).
  • If others are involved, invite them to collaborate and divide responsibilities.
  • Work through the list: check items off as you go, and set reminders for time-sensitive steps.

Suggest Improvements

Rate this Checklist

5 stars
Scores 4.80 with 141 votes

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