Documents You Should Prepare

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

San Diego Child Support

In California, Courts try to determine the income of parents available for support.  Income may be considered from the following sources:

Child Support Factors

  • Wages from a job
  • Tips
  • Commissions
  • Bonuses
  • Self-employment earnings
  • Unemployment benefits
  • Disability and workers’ compensation
  • Interest
  • Dividends
  • Rental income
  • Social Security or pensions
  • Any payments or credits due or becoming due, regardless of the source, including lottery and prize winnings

Appealing the Orders

What Can You Do About it?

So you lost a hearing in family law and the unthinkable has been ordered…whatever that is.

You may ask the court to reconsider the issue based on new evidence or law. This is called a Motion for Reconsideration and it must be filed within ten days of receiving the order. Note that this does not apply to family code 2030 fee orders. Also, the court may reconsider its orders at any time on its own. Reconsideration motions to toll the time during which you may appeal.

You may also ask the court to set aside its orders. This is done pursuant to California Code of Civil Procedure section 473. The time limit is six months. The motion must allege mistake facts or law.

You may also ask for set aside under the family code at 2120-2129. Such a set aside is meant to facilitate disclosures. Similarly the time frame is six months. Such motions cover marriage and separation but may not be brought regarding the issue of paternity. Such motions stem from actual fraud or perjury within a one year time limit – two years for duress. A mistake re a stipulated judgment has a one year time limit – whereas mental incapacity carries a two year limit.

You may also consider a motion to vacate or for new trial under California Code of Civil Procedure 656-662.5 and 663.2. This applies to judgments and appealable orders. Such motion is based on accident, surprise, new evidence, excessive or inadequate damages, insufficiency of evidence, or error in law. These motions must be brought before entry of judgment and within 15 days of notice.

You may want to consider filing a writ or appeal with the court of appeals. Such appeals must be filed within 60 days. Writs must be filed within a reasonable time limit. Appeals are confined to the record and pleadings. Writs allow more broad discussion.

All of the above-discussed motions etc. are technical in nature and you would be well-served to be represented by a licensed attorney.