As you get ready for your first meeting with your family law attorney, you should prepare certain documents and information to bring with you. The information you provide will help us assess your situation and develop a plan that will be the best fit for your objectives. This list is a guide to help you get started. Not all items listed may be applicable to your situation, and we may ask you for additional information and/or documents not on this list as well.
Financial Information (including account names, numbers, balances and current statements)
Individual income tax returns for the past three to five years (state and federal)
Business income tax returns for the past three to five years (state and federal)
Recent income stub
Bank statements
Statements from trusts, stocks, bonds or US Treasury notes
List of safety deposit box contents
Investment accounts (annuities, mutual funds)
Retirement Savings Information (including balances, beneficiaries, outstanding loans and current statements)
401(k)s
403(b)s
IRAs
Life insurance policies (including cash value)
Social Security statement
Pension statement
Property Information (including property description, address, ownership interest, market value, outstanding mortgage and loan balances, source of mortgage and loan payments and most recent tax assessment)
Primary residence
Rental properties (including any rental income)
Vacation homes
Business property
Personal property of value (antiques, collectables, automobiles, jewelry, art, computers, electronics, clothing, furs, etc.)
Inheritance (current or anticipated)
Interests in trust (current or future)
List of property owned by each spouse prior to marriage
Automobile(s), boat(s) or other recreational vehicle(s)
Bills and Outstanding Debt (including balances, statements, source of payments/funds)
Credit card statements
Loan documents
Utility bill
Other bills (school tuition, medical bills, etc.)
Monthly budget worksheet
Legal Agreements
Wills
Living wills
Powers of attorney
Durable powers of attorney
Advance directives (also termed power of attorney for healthcare, healthcare proxy)
Prenuptial agreements (also termed premarital agreement, antenuptial agreement)
Divorce decrees or child support from a previous marriage
Non-financial Contributions
Contributions of a homemaker
Contributions made by one spouse to further the educational and/or career goals of the other spouse
Finally, you will also want to start thinking about other issues that may or may not be applicable to your situation. These are matters about which you should speak with your attorney and may include:
Child support
Child custody (legal, physical)
Visitation
Residence in the marital homestead
Beneficiaries of insurance policies and other benefits
Spousal support / alimony
Domestic violence issues (including child abuse)
Post-divorce non-financial support
Attorney’s fees and expenses