Goal & what you need
Goal
Produce a reproducible, lawyer-approved worksheet, filing, service, and proof package without unsupported inputs, desired-result calculations, privacy failures, or unauthorized legal decisions.
What you need
- A pending Florida family-law matter with verified caption, parties, case number, division, purpose, orders, and responsible lawyer
- Written lawyer direction identifying the worksheet lane, calculation date, legal inputs, disputed items, deviation position, filing and service method, and privacy controls
- Current Florida Courts Form 12.902(e) and instructions retrieved immediately before use
- Current source-linked financial affidavits or other lawyer-approved income records for both parties
- A restricted workspace and independent calculation-check process
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 18 steps.
- 1Confirm the case, caption, case number, division, parties, children identified in the lawyer's direction, hearing or filing purpose, existing orders, local instructions, due dates, and responsible lawyer.
- 2Obtain written lawyer direction identifying whether the worksheet is required, the calculation date, current form, applicable calculation branch, approved inputs and legal classifications, disputed items, deviation position, filing set, service set, and safety controls.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (9)
Preview two sources. Members can open the complete source list.