Client relationships begin with an initial meeting. At the initial meeting, we’ll meet, get to know one another and make sure that our firm expertise is a good match for your legal needs. If you would like to set up an appointment, please give us a call. Once we have you scheduled, you’ll want to read the welcome package for your area of need and complete the information questionnaire to send back to us.
If you cannot find some of these document them prior to our first meeting, do not worry. We can get them at a later date.
Family Law
Take a moment and look for the following documents to bring to your first meeting.
- Last three years' tax returns, W2's, 1099's, and evidence of income of you and/or your spouse.
- Copies of real estate warranty deeds or quitclaim deeds to the property you own.
- Copies of security deeds, promissory notes, and settlement statements concerning real estate purchased or sold by you and/or your spouse during the marriage.
- Car titles, registrations, and notes for car loan(s).
- Copies of any stock certificates, bonds.
- Copies of recent statements for IRA, 401-K or other retirement/pension plans.
- List of any equipment you want that is worth more than $500.00 in value.
- Copies of any notes you have signed to any banks, individuals, savings and loans, credit companies, or other lending institutions.
- Copies of any and all credit card statements for the past 12 months.
- Copies of any other personal debts or notes signed to anyone, including family members.
- Copies of any financial statements prepared by you and/or your spouse in the past 3 years.
- Photos/tapes/albums/correspondence that substantiates any claim you may want to assert. (i.e. adultery or family violence)
- A current budget of your living expenses and a list of your specific assets/debts (Domestic Relations Financial Affidavit).
- A copy of recent bank statements, showing the current balance in every checking and savings account.
- Photographs of family, children, furniture, your home, or valuable collections to the extent that you feel these photos will help you "tell your story".
In addition to the list above, you may want to write down all the questions and expectations. This will help you remember to ask all your questions. You will also want to list the assets or debts that you would say are you or your spouse’s separate property because it was an inheritance, a gift or separate property before the marriage.