Phase 2 — You're in the home stretch.
This questionnaire collects the information JoHanna needs to draft your written Settlement Agreement — whether you are filing for divorce or legal separation. Please complete every section as thoroughly as possible. The more detail you provide, the faster your MSA can be prepared. If you are unsure of an exact amount — your best estimate is fine.
Before you begin, please have ready: your case number, both parties' current addresses, account information, vehicle information, property details, and any retirement account statements.
This questionnaire is confidential and for current clients only.
💾 We restored answers you saved on this device. Uploaded files are not saved and will need to be re-attached before submitting.
1
Case Information
💡 Please upload a copy of everything filed with the respondent's response using the upload field at the end of this form.
💡 This is the date you completed and exchanged your FL-140, FL-142, and FL-150 "homework" with your spouse.
💡 Some parties choose to extend for tax, insurance, or personal reasons. JoHanna will note this in the judgment package.
💡 Tax filing status depends on your marital status as of December 31. For how this applies to you, please check with a tax professional.
2
Spousal Support
💡 Check the termination events you and your spouse have agreed to include.
💡 Reserving the right means neither party receives support now, but either party may ask the court for it in the future. If this reflects your agreement, JoHanna will include reservation language in the MSA.
3
Children & Child Support
The Children
Enter each minor child below. Age fills in automatically from the date of birth.
Child 1
Child 2 (if applicable)
Child 3 (if applicable)
Child 4 (if applicable)
Child 5 (if applicable)
Custody Order Type
⚠️ Please upload a copy of the existing custody order using the upload field at the end of this form so JoHanna can review it before preparing the modification.
💡 Please provide the court name, state, and case number so JoHanna can include them on the required forms.
Child Support
Parenting Plan
💡 A general statement uses broad language (for example, that you will share time and decisions). A detailed plan spells out the weekly schedule, holidays, and specific provisions. The questions above are included in both.
Regular Parenting Schedule
Holiday Schedule
For each holiday, choose the arrangement you and the other parent have agreed on. "Alternate" means it rotates each year.
Summer & Vacation
School, Healthcare & Communication
Relocation & Move-Away
Parenting Plan Provisions
Select all provisions you and the other parent agree to include. Review each one and check what applies to your situation.
4
Property Going to Petitioner
List all assets the Petitioner will keep. Include community property only — separate property (owned before marriage or received by gift/inheritance) will be addressed separately below.
Bank & Financial Accounts
Vehicles
Vehicle 1
Vehicle 2 (if applicable)
Other Assets
Debts Petitioner is Responsible For
5
Property Going to Respondent
List all assets the Respondent will keep.
Bank & Financial Accounts
Vehicles
Vehicle 1
Vehicle 2 (if applicable)
Other Assets
Debts Respondent is Responsible For
6
Equalization Payment
An equalization payment is a lump sum one party pays the other to balance the overall division of assets.
7
Real Property
⚠️ Preparing and recording the deed that transfers title is handled separately and is not part of JoHanna's services at this time. The disposition you choose here will be reflected in your MSA. For property located outside California, title transfers follow that state's process.
💡 For Sacramento County cases, please upload a copy of the deed using the upload field at the end of this form.
Property 1
Property 2 (if applicable)
Property 3 (if applicable)
Property 4 (if applicable)
Property 5 (if applicable)
8
Retirement Accounts
⚠️ Dividing a retirement account often requires a Qualified Domestic Relations Order (QDRO), a separate court order sent to the plan administrator. QDRO preparation is handled separately and is not part of JoHanna's services at this time. JoHanna will note this in the MSA and reserve jurisdiction for the QDRO.
Petitioner's Retirement
Petitioner Retirement Account 1
Petitioner Retirement Account 2 (if applicable)
Petitioner Retirement Account 3 (if applicable)
Respondent's Retirement
Respondent Retirement Account 1
Respondent Retirement Account 2 (if applicable)
Respondent Retirement Account 3 (if applicable)
9
Separate Property Claims
Separate property is property one spouse owned before marriage, or received by gift or inheritance during the marriage. If you would like it confirmed in the MSA, describe it below.
💡 You can list each party's separate property here so it is identified in the MSA.
10
Remaining Items
11
Upload Documents & Submit
💡 Please upload any of the following if you have them: property deed (required for Sacramento County), retirement account statements, vehicle titles, existing court orders, respondent's filed response. Multiple files accepted.
Phase 2 Payment Due
Your remaining balance is due upon submission of this questionnaire. Once payment is received, JoHanna will begin drafting your Marital Settlement Agreement and email you a draft for review.
Accepted payment methods: Credit/Debit Card (Square) · Cash · Check (payable to JoHanna Cody) · Zelle · Venmo (1.9% fee)
Contact JoHanna to arrange payment: (916) 751-6498 or newleafoffice.us@gmail.com
⚠️ If it has been more than six months since your file was opened, your file may have been archived. A file reopening fee will apply. Please contact JoHanna before submitting if this applies to your situation.
Something went wrong. Please try again or contact JoHanna directly at (916) 751-6498.
JoHanna will review your information and begin preparing your Marital Settlement Agreement. You will receive a draft by email for your review before anything is finalized.
Questions in the meantime:
(916) 751-6498 — Call or text newleafoffice.us@gmail.com
NewLeaf Document Services · LDA #23-003 · Not a Law Firm · Not an Attorney
NewLeaf Document Services · JoHanna C. Cody, LDA #23-003 · Placer County · Registered & Bonded
(916) 751-6498 · newleafoffice.us@gmail.com · NewleafDocumentServices.com This questionnaire is confidential. Not a Law Firm. Not an Attorney.
