Divorce Financial Umpire Questionnaire | San Diego Forensic Accountants

DIVORCE FINANCIAL UMPIRE SERVICES QUESTIONAIRE

Date:

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Name of Case:

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State:

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Case Number:

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Name:

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Address:

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Phone

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Email:

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Name of Attorney Representing Plaintiff/Petitioner:

Please enter the attorney representing plaintiff/petitioner.
Address:

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Phone

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Email:

Please enter the plaintiff's attorney's email address.

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Name of Defendant/Respondent:

Please enter the name of the defendant/respondent.
Address:

Please enter your defendant's address.
Phone

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Email:

Please enter the plaintiff's attorney's email address.

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Name of Defendant/Respondent:

Please enter the name of the defendant/respondent attorney.
Address:

Please enter your defendant's attorney's address.
Phone

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Email:

Please enter the defendant's attorney's email address.

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Background Information
Are we representing both parties?
If we are representing just one party - Name of party?:

Please enter your party name.
Date of Marriage:

Please enter your marriage date.
Date of Separation:

Please enter your separation date.
Date of Filing:

Please enter your filing date.
State of filing:

Please enter your state of filing.
What Services are You Requesting?
Divorce Financial Umpire Services as a Neutral Umpire
(Skip to Section 1)
Divorce Financial Umpire Services for One Party
(Skip to Section 2)
Rebuttal Financial Expert
(Skip to Section 3)
Divorce Financial Umpire to Mediate Financial Issues
(Skip to Section 4)
Divorce Financial Umpire to Assist Mediator in Mediation
(Skip to Section 5)
Behind the Scenes Secret Weapon
(Skip to Section 6)
Financial Issues Manager / Coach
(Skip to Section 7)
Other Reuqested Divorce Umpire (DFU) Services
(Skip to Section 8)
Section 1 - Divorce Financial Umpire Services as a Neutral Umpire

Services include review of evidence with recommendation regarding financial issues provided in writing
Will evidence be submitted to the DFU in writing?
Will live testimony be allowed?
Will the DFU consider only evidence provided or will DFU be allowed and expected to perform additional financial analysis?
Will the DFU be allowed to ask questions of experts/attorneys/parties outside of written evidence and live testimony?
Will the DFU be provided with written financial expert reports to review as part of the evidence submitted?
If written financial expert reports are provided to review will DFU accept reports and weigh credibility only or will DFU be able to perform additional financial analysis as needed?
What is the estimated amount of "trial" or "Hearing time" to present the issues?
What is the amount of estimated time to review documents prior to the "hearing time"?
Will DFU written Resolution Recommendations be provided in preliminary form with a time period for comments and then finalized?
Will the DFU be given a summary of agreed upon legal facts to be considered by the DFU in performing her work?
Section 2 - Divorce Financial Umpire Services for One Party
Is there a financial expert already involved in the case?
Is the DFU going to be provided with testimony and reports to review and expected to provide recommendations / observations?
Will the DFU be giving recommendations for presentation and calculations of your client's financial issues?
Specifically, what services are you expecting from the DFU that is working for just your side of the case? (please provide details below)
Section 3 - Rebuttal Financial Expert
Will the DFU be working as a rebuttal expert to provide you with responses to the other side's expert?
Specifically, what reports need to be reviewed?
What financial issues are at stake? (Please provide details)
Section 4 - Divorce Financial Umpire to Mediate Financial Issues

This is for unrepresented parties that want analysis and mediation on financial issues of the case only. DFU are for financial issues only. The parties will need to consult with attorneys for legal issues and for legal paperwork including the calculation of support and the drafting of the martial settlement agreement.
Please describe in detail financial issues to be mediated by the DFU
Section 5 - Divorce Financial Umpire to Assist Mediator in Mediation

The DFU will work with the mediator and the parties to perform requested calculations and appraisals. The DFU will provide results of analysis to parties and mediator for mediator to work with the parties to mediate their disputes and make calculations of support, etc.
Who is the mediator in the case?
Mediator Name
Mediator Address
Mediator Phone

This isn't a valid phone number.
Mediator Email:

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Section 6 - Behind the Scenes Secret Weapon

This is a consultant behind the scenes helping attorney, staff, and client to calculate financial issues, respond to other parties and experts and to prepare for hearings or trial.
Please describe the specific issues you are requesting consultation on
Section 7 - Financial Issues Manager / Coach

We could hlep your client to organize documents, respond to requests, prepare preliminary calculations, help to manage law firm staff and help to organize document production and presentation of financial issues on the case.
Please describe the specific tasks you are requesting help with
Section 8 - Other Requested Divorce Umpire (DFU) Services

If services are not included in the categories above; please provide details of what you are requesting
Please describe other requested services
Additional Information

(Please indicate the section you are continuing on from)
Please provide additional information

Background Information

What Services are You Requesting?

Divorce Financial Umpire Services as a Neutral Umpire

Divorce Financial Umpire Services for One Party

Rebuttal Financial Expert

Divorce Financial Umpire to Mediate Financial Issues

Divorce Financial Umpire to Assist Mediator in Mediation

Behind the Scenes Secret Weapon

Financial Issues Manager / Coach

Other Reuqested Divorce Umpire (DFU) Services

Section 1 - Divorce Financial Umpire Services as a Neutral Umpire

Section 2 - Divorce Financial Umpire Services for One Party

Section 3 - Rebuttal Financial Expert

Section 4 - Divorce Financial Umpire to Mediate Financial Issues

Section 5 - Divorce Financial Umpire to Assist Mediator in Mediation

Section 6 - Behind the Scenes Secret Weapon

Section 7 - Financial Issues Manager / Coach

Section 8 - Other Requested Divorce Umpire (DFU) Services

Additional Information