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Categories: Self Help Tools

Excel Schedule of Assets, Liabilities and Financial Resources (for Negotiations in Family Law Property Settlement Matters)

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In family law property settlement matters, one of the most useful working documents you can have to manage your matter is a Schedule of Assets, Liabilities and Financial Resources.

This assists women to not only keep track of the asset pool (identify all the assets and liabilities etc) but also keep track of current values (and whether there is a dispute about value) and work out potential property settlement outcomes in terms of a percentage range (which is how the Court and lawyers talk about property settlement entitlements).

To help , Women’s Legal Service WA (WLSWA) has developed a template Excel Schedule of Assets, Liabilities and Financial Resources which is available for here from our website which can be downloaded and amended. This Schedule is a Microsoft Excel document and uses formulas. It is suitable for women who are comfortable using this program.

This Schedule (once completed to the best of a person’s knowledge) can and should be taken by the client to an advice appointment with a lawyer as it reduces the time the lawyer will need for the appointment.

WLSWA runs a Family Law (Property) Legal Clinic in which lawyers (mainly private solicitor volunteers) provide one-off advice to women in relation to their property settlement entitlements or other aspects of the family law financial matter.

This Schedule should be completed and returned to WLSWA prior to, or at,  a WLSWA  Legal Clinic so the lawyer has more time to spend giving the client legal advice. If you can’t complete the Schedule, don’t worry but the lawyer will need to spend time during your appointment getting those details from you. This will then reduce the time they can spend giving legal advice.

The information in the completed Schedule is required by the lawyer so they can work out how the Family Court of WA may consider the entitlements of the parties to that asset pool and therefore what advice they are required to provide to individual clients in their matter.

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Template Index for Court Documents (Family law proceedings)

This template has been developed by Women’s Legal Service WA (WLSWA) to assist women who have family law proceedings by helping them to organise their court documents.

The information in these instructions is intended as information only.

If you have any queries in relation to how the information relates to your situation, we strongly suggest you obtain independent legal advice (as early as possible).

 

 

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Template Letter serving an application for divorce on other party (family law)

This is a template letter developed by Women’s Legal Service WA (WLSWA) to assist women who are unrepresented to serve their application for divorce on the other party.

This letter is intended as a starting point only and should be adapted by the document user to suit the individual circumstances of their matter.

The template is intended as information only.

If you have any queries in relation to how the information relates to you or your situation, we strongly suggest you obtain independent legal advice.

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Template Disclosure List (for family law matters) with instructions

In all family law matters, including those which are yet to progress to Family Court proceedings, parties are subject to legal ongoing obligations to disclose relevant documents.

To assist women comply with their ongoing disclosure obligations, Women’s Legal Service WA (WLSWA) has developed a template Disclosure List with instructions for how to complete the template and otherwise organise disclosure documents in family law matters.

The template and instructions are intended as information only.

If you have any queries in relation to how the information relates to you or your situation, we strongly suggest you obtain independent legal advice.

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PDF Schedule of Assets, Liabilities and Financial Resources (for Identifying the Asset Pool in Family Law Property Settlement Matters)

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In family law property settlement matters, one of the first steps required to work out what each party might get (i.e. their property settlement entitlements) is to identify the asset pool.

To assist women with this step, Women’s Legal Service WA (WLSWA) has developed a template Schedule of Assets, Liabilities and Financial Resources which is available for downloaded as a PDF here from our website which can be manually completed by anyone who is either:

  • wanting family law property settlement advice;  and/or
  • wanting to commence negotiations with the other party in their matter (usually a husband or de facto partner) to see if agreement can be reached about any property or how far apart the parties are in terms of what they each want after separation.

This Schedule (once completed to the best of a person’s knowledge) can and should be taken by the client to an advice appointment with a lawyer as it reduces the time the lawyer will need for the appointment.

WLSWA runs a Legal Clinic in which lawyers (including private solicitor volunteers) provide initial advice to women in relation to their property settlement entitlements or other aspects of the family law financial matter. This Schedule should be completed and returned to WLSWA prior to, or at,  a WLSWA  Legal Clinic so the lawyer has more time to spend giving the client legal advice.

If the the Schedule is not completed, the lawyer will need to spend time during the appointment to complete it which will reduce the time they can spend giving legal advice. The information in the completed Schedule is required by the lawyer so they can work out how the Family Court of WA may consider the entitlements of the parties to that asset pool and therefore what advice they are required to provide to individual clients in their matter.

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WLSWA Parenting Plans and Consent Orders Workbook

This is a workbook developed by Women’s Legal Service WA to assist parents and carers of children negotiate and document care arrangements for children after separation.

This workbook is intended to provide information only. If you have any doubts about whether a proposed care arrangement is safe or suitable for your children, we strongly suggest you seek independent legal advice before signing any document.

This workbook is not suitable for families where there is (or a risk of) family violence or abuse to a parent, carer or any risk to the safety or well-being of the children. If you have concerns about these issues, please seek legal advice.

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