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Mediation Preparation Checklist
PivotPoint Resolutions - Pivot from Conflict to Clarity
Being prepared helps you achieve the best possible outcome. Use this checklist to stay organized, manage emotions, and make your mediation process smoother.
Gather Essential Documents
Begin gathering electronic copies of:
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Recent pay stubs and proof of income
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Federal and state tax returns (past 2-3 yrs)
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Bank statements (checking, savings, joint accounts
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Retirement account statements (401k, IRA, pensions)
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Investment account statements (stocks, bonds, etc.)
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Mortgage statements and property deeds
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Vehicle loan information
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Credit card statements and other debt records
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Insurance policy info (life, health, auto, homeowners)
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Any existing court orders or agreements
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Any prenuptial agreements
Prepare Emotionally
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Practice stress management (breathing, journaling, exercise)
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Seek support from a therapist, coach, or trusted friend
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Focus on solutions rather than blame
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Commit to respectful communication during sessions
Clarify Your Goals & Priorities
Before mediation, ask yourself:
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What are my must-haves vs. nice-to-haves?
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Where am I willing to compromise?
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What outcomes are most important for my children?
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What is my vision for life after divorce?
Know What to Expect During Mediation
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Sessions are confidential and focused on problem-solving.
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The mediator is neutral and guides both parties.
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You will work together to create agreements—not fight to "win."