Ind. ADR Rule 2.7

Effective January 1, 2025

(A) Advisement of Participants.

The mediator shall:

(1) advise the parties of all persons whose presence at mediation might facilitate settlement; and

(2) in child related matters, ensure that the parties consider fully the best interests of the

children and that the parties understand the consequences of any decision they reach concerning the children; and

(3) inform all parties that the mediator (a) is not providing legal advice, (b) does not represent either party, (c) cannot determine how the court would apply the law or rule in the

parties’ case, or what the outcome of the case would be if the dispute were to go before

the court, and (d) recommends that the parties seek or consult with their own legal counsel if they desire, or believe they need legal advice; and

(4) explain the difference between a mediator’s role and a lawyer’s role when a mediator

knows or reasonably should know that a party does not understand the mediator’s role in

the matter; and

(5) not advise any party (i) what that party should do in the specific case, or (ii) whether a

party should accept an offer; and

(6) advise a party who self-identifies or who the mediator identifies as a victim after screening for domestic or family violence, also known as intimate partner violence or abuse, or

coercive control (hereinafter, “domestic violence”) that the party will only be required to

be present at mediation sessions in accordance with Rule 2.7(B)(1) below.

(B) Mediation Conferences.

(1) The parties and their attorneys shall be present at all mediation sessions involving

domestic relations proceedings unless otherwise agreed. At the discretion of the mediator,

non-parties to the dispute may also be present. A party who self-identifies or who the mediator identifies as a victim after screening for domestic violence shall be permitted to have a

support person present at all mediation sessions. The mediator may terminate the mediation

at any time when a participant becomes disruptive to the mediation process.

(2) All parties, attorneys with settlement authority, representatives with settlement authority,

and other necessary individuals shall be present at each mediation conference to facilitate

settlement of a dispute unless excused by the court.

(3) A child involved in a domestic relations proceeding, by agreement of the parties or by

order of the court, may be interviewed by the mediator out of the presence of the parties or

attorneys.

(4) Mediation sessions are not open to the public.

(5) The mediator may meet jointly or separately with the parties and may express an evaluation of the case to one or more of the parties or their representatives. The mediator shall

advise the parties that the mediator’s evaluation is not legal advice.

(C) Confidential Statement of Case.

Each side may submit to the mediator a confidential statement of the case, not to exceed ten

(10) pages, prior to a mediation conference, which shall include:

(1) the legal and factual contentions of the respective parties as to both liability and damages;

(2) the factors considered in arriving at the current settlement posture; and

(3) the status of the settlement negotiations to date.

A confidential statement of the case may be supplemented by damage brochures, videos,

and other exhibits or evidence. The confidential statement of the case shall at all times be

held privileged and confidential from other parties unless agreement to the contrary is

provided to the mediator.

(D) Termination of Mediation.

(1) The mediator must terminate or decline mediation whenever the mediator believes:

(a) the mediation process would harm or prejudice one or more of the parties or the children;

(b) the ability or willingness of any party to participate meaningfully in mediation is so lack-

ing that a reasonable agreement is unlikely;

(c) due to conflict of interest or bias on the part of the mediator; or

(d) mediation is inappropriate for other reasons

(2) At any time after two sessions have been completed, any party may terminate mediation.

(3) Other than reporting that mediation is being terminated or declined due to a conflict of

interest by the mediator, the mediator must not state the reason for terminating or declining

mediation except to report to the court, without further comment, that the mediator is terminating or declining mediation.

(E) Report of Mediation: Status.

(1) Within ten (10) days after the mediation, the mediator shall submit to the court, without

comment or recommendation, a report of mediation status. The report shall indicate that an

agreement was or was not reached in whole or in part or that the mediation was extended by

the parties. If the parties do not reach any agreement as to any matter as a result of the mediation, the mediator shall report the lack of any agreement to the court without comment or

recommendation. With the consent of the parties, the mediator's report may also identify any

pending motions or outstanding legal issues, discovery process, or other action by any party

which, if resolved or completed, would facilitate the possibility of a settlement.

(2) If an agreement is reached, in whole or in part, it shall be reduced to writing and signed by

the parties and their counsel. In domestic relations matters, the agreement shall then be filed

with the court. If the agreement is complete on all issues, a joint stipulation of disposition

shall be filed with the court. In all other matters, the agreement shall be filed with the court

only by agreement of the parties.

(3) In the event of any breach or failure to perform under the agreement, upon motion, and

after hearing, the court may impose sanctions, including entry of judgment on the agreement.

(F) Mediator’s Preparation and Filing of Documents in Domestic

Relations Cases.

At the request and with the permission of all parties in a domestic relations case, a Mediator

may prepare or assist in the preparation of documents as set forth in this paragraph (F).

The Mediator shall inform an unrepresented party that he or she may have an attorney of his

or her choosing (1) be present at the mediation and/or (2) review any documents prepared

during the mediation. The Mediator shall also review each document drafted during mediation with any unrepresented parties. During the review the Mediator shall explain to unrepresented parties that they should not view or rely on language in documents prepared by the

Mediator as legal advice. When the document(s) are finalized to the parties’ and any counsel’s

satisfaction, and at the request and with the permission of all parties and any counsel, the

Mediator may also tender to the court the documents listed below when the mediator’s

report is filed.

The mediator may prepare or assist in the preparation of only the following documents:

(1) A written mediated agreement reflecting the parties’ actual agreement, with or without

the caption in the case and “so ordered” language for the judge presiding over the parties’

case;

(2) An order approving a mediated agreement, with the caption in the case, so long as the

order is in the form of a document that has been adopted or accepted by the court in

which the document is to be filed;

(3) A summary decree of dissolution or legal separation, with the caption in the case, so

long as the decree is in the form of a document that has been adopted or accepted by the

court in which the document is to be filed and the summary decree reflects the terms of

the mediated agreement;

(4) A verified waiver of final hearing, with the caption in the case, so long as the waiver is in

the form of a document that has been adopted or accepted by the court in which the document is to be filed;

(5) A child support calculation, including a child support worksheet and any other required

worksheets pursuant to the Indiana Child Support Guidelines or Parenting Time

Guidelines, so long as the parties are in agreement on all the entries included in the cal-

culations;

(6) An income withholding order, with the caption in the case, so long as the order is in the

form of a document that has been adopted or accepted by the court in which the document is to be filed and the order reflects the terms of the mediated agreement.

In matters involving the care, support, or assets of children or incapacitated adults, mediated

agreements put in writing and signed by all participants may be binding on the participants

but are only enforceable after review and approval by the appropriate court that would have

jurisdiction over the care, support, or assets of the children or incapacitated adults.