Receive a comprehensive assessment of your marital property at your consultation. 

Complete and return our Marital Property Survey.

Prior to your consultation, you and your spouse are required to complete and return a Marital Property Survey form. 

By completing this form ahead of time, you will:

  1. Provide us with a snapshot of your marital estate for the attorney-mediator to review ahead of time.  
  2. Participate in the process of financial disclosure, an important part of a successful mediation.  
  3. Ensure that you leave your consultation with a defined course of action.

The form takes about 10-20 minutes to complete.

Please submit the form as early as possible.  Failure to submit this form at least 3 days ahead of your consultation may result in a cancellation.

How to submit the survey:

Click the button at the bottom of this page. Due to the confidential nature of the content, we encourage you to complete the survey in its entirety in one sitting. However, you can save and resume the survey later. Upon clicking the "save and resume later" link, you will be prompted to enter a password of your choice and then provided a personalized link to retrieve your survey within the next 30 days. Please save this link and password as they are required to resume the survey. The survey takes about 10-20 minutes to complete.

Prior to completing the survey, we recommend having all of the account names and estimated values* for the following property types in front of you:

• All bank accounts, including children's accounts
• Vehicles
• Personal Property
• Lawsuit claims
• Loans and credit cards
• Retirement accounts
• Business interests
• Employer stock options
• Stock and bonds investments
• Mortgages/home equity lines of credit
• Credit cards

  Please Note: You are not required to bring any actual account statements to your consultation.

  *How are estimated values used?

  Estimate Values are Used for the Consultation Only.

• Estimated values are used as a preliminary step toward voluntary disclosure and to help the attorney-mediator prepare for the consultation only. The estimated values do not need to be 100% accurate, nor are they expected to be. The most important part of this step is to fully list all the property, accounts, debts, etc that will need to be discussed and negotiated. If there is any concern about the estimated values being grossly inaccurate or misinterpreted, you may put $1.00 as a placeholder. That being said, note that the mediation process does require that actual values of each account be fully disclosed. Also, while password and full account numbers are not required, account statements must be made available. At the same time (and equally important), our mediation process requires and includes legal education for spouses on how marital property in PA is valued and divided so they can make informed realistic proposals of one another. All of this is discussed at length in the consultation. 

If you are completing the survey yourself, please be aware that a copy of this information will be emailed to your spouse.

Confidentiality is our highest priority.

The information you provide here is secure and private. The Marital Property Survey is created through Formstack and, once submitted, is instantly uploaded and stored on Box. Both platforms use a 256-bit connection SSL, meaning that the form is data encrypted and your information is secure. Read more about how Box file security works. Read more about how Formstack file security works. If you would prefer not to complete the online form, you can download the form in PDF and return to us by email at intake@mlfamilylawcenter.com.