Collaborative Documents
Collaborative Law Documents: For Clients and Their Attorneys
- Collaborative Law Stipulation
- Collaborative Law Contract
- Principles and Guidelines (For Collaborative dispute resolution)
- Principles and Guidelines 2 (For Collaborative negotiation in an intact relationship: such as pre-marital and post-marital agreements, domestic partner and cohabitation agreements)
- The Help List
- Expectations of Clients and Professionals (a variation of the Help List)
- Collaborative Law paragraph for retainer agreement
For Clients and Their Coaches
For Clients and Their Financial Professionals
- Expense Worksheet
- Projected Living Expenses (another example of an expense worksheet)
- Children's expenses
- Assets and Debts Worksheet (Note: there are two "tabs" in this spreadsheet: one for assets and one for debts)
- Financial Planning Checklist
- Contact Information
- Authorization/Waiver/ Consent (to facilitate information-sharing among team members)
- Sample Financial Planning Contract
- Sample Business valuation specialist engagement letter
