Home | About Us | Family Law | | Estate Planning | Resources | Locate Us |Contact Us |
Links | Downloads | Legal Disclaimer

 

Dictionary | Case Prep | Child Custody | Shared Parenting | Shared Parenting Considerations
Parental Alienation |
Grandparent Visitation | Courtroom Tips | Domestic Violence

 

 

How to be prepared

It is helpful to come to an appointment prepared, as best you can, with the information needed to properly allow us to evaluate the legal issues that concern you. 

The following checklist of items would be helpful in evaluating your case. This is not a prerequisite for your making or coming to an appointment. Forms are available for you to bring to your appointment if you so desire. 

All information that you bring to the appointment will be strictly confidential and is covered by the attorney-client privilege. However, do not send this information prior to your appointment.  Until the attorney-client relationship is established, there may not be the privilege of confidentiality. The following are helpful tips for our clients: 

Divorce  Custody Modifications  Support Modifications
Prenuptial Agreements  |  Probate  |  Trust Administration  Conservatorship  |  Guardianship  |  Adoption

(1)   Divorce
(a)   Schedule of Assets and Debts
(b)   Income and Expense Declaration
(c)   Information and background sheet
(d)   If case is ongoing all pleadings and correspondence relating to your case
(e)   Deeds and property tax statement to any property owned by you
(f)     Automobile, motor home, boat, trailer registration or certificate of title
(g)   Current bank account statements
(h)   Stock certificates and current broker account and mutual fund  statements
(i)     Life insurance policies
(j)     Pension and/or retirement plan information
(k)   Any current ownership document on any other asset owned by you or your spouse
(l)   Last two years' income tax returns
(m) Your three most recent pay stubs
(n) Your spouse's three most recent pay stubs
(o) Current debt statements

(2)   Custody Modifications
(a)   Judgment or Orders establishing custodial rights
(b)   Any reports from mediators or evaluators regarding custody
(c)    Any school, doctor, or therapist records, if relevant
(d)   Any police reports that you feel are relevant, especially relating to domestic violence
(e)   Any other written information that you feel is relevant to the issue of child custody.
(f)   Information and background sheet
(top)

(3)   Support Modifications
(a)   Judgment or Orders relating to the issue of child and spousal support
(b)   Income and Expense Declaration
(c)   Your and your current spouse's last three pay stubs and last two years' income tax returns together with all W-2's, Form 1099's, and K-1's
(d) Any information relating to the other party's income
(e)   Information and background sheet
(top)

(4)   Prenuptial agreements
(a)   Information and background sheet
(b)   Deeds and property tax statement for any property owned by you
(c)   Automobile, motor home, boat, trailer registration or certificate of title
(d)   Current bank account statements
(e)   Stock certificates and current broker account and mutual fund statements
(f)     Life insurance policies
(g)   Pension and/or retirement plan statement or booklets
(h)   Any current ownership document on any other asset owned by you
(i)  Last two years' income tax returns
(j)  Statements on all current debts owed by you 
(top)

(5) Probate or if no will (interstate administration)  

      (1) Information and background sheet 
(2) Death Certificate of decedent 
(3) Original Last Will and Testament of the decedent. 
(4) If any spousal, heir, or nominated executor has died, his or her death certificate. 
(5) Deeds and property tax statement to any property owned by decedent 
(6) Automobile, motor home, boat, trailer registration or certificate of title
(7) Current bank account statements 
(8) Stock certificates and current broker account and mutual fund statements 
(9) Life insurance policies 
(10) Pension and/or retirement policies 
(11) Any current ownership document on any other asset owned by decedent. 
(12) Last two years income tax returns. 
(13) Address of any person named in the will and any heir at law, namely spouse, child, grandchild.  If the decedent had an address book, please bring it to the first appointment. 
(top)
 

(6) Trust Administration 
(1) Information and background sheet 
(2) Death Certificate of decedent 
(3) Original Trust Agreement and the Last Will and Testament of the decedent
(4) If any spouse, heir under the will, or nominated trustee has died, provide his or her death certificate. 
(5) Deeds and property tax statement to any property owned by decedent 
(6) Automobile, motor home, boat, trailer registration or certificate of title 
(7) Current bank account statements 
(8) Stock certificates and current broker account and mutual fund statements 
(9) Life insurance policies 
(10) Pension and/or retirement and/or employment death benefit information
(11) Any current ownership document on any other asset owned by decedent
(12) Last two years' income tax returns
(13) Address of any person named in the trust and any heir at law, namely spouse, child, grandchild. If the decedent had an address book, please provide it at the first appointment. 
(top)

(7) Conservatorship 
(1) Information and background sheet 
(2) Copy of any Trust Agreement, Last Will and Testament, Power of Attorney, and health care directives of the proposed conservatee, if available. 
(3) If any spouse, child, grandchild, parent, or sibling has died, please provide the death certificate. (Only if readily available; if not, then, if possible, provide the date and location of death.) 
(4) Deeds and property tax statement to any property owned by decedent
(5) Automobile, motor home, boat, trailer registration or certificate of title 
(6) Current bank account statements 
(7) Stock certificates and current broker account and mutual fund statements 
(8) Life insurance policies 
(9) Pension and/or retirement information 
(10) Any current ownership document on any other asset owned by the proposed conservatee 
(11) Last two years' income tax returns
(12) Addresses of any living spouse, child, grandchild, parent, and sibling of the proposed conservatee. If the proposed conservatee has an address book, please provide it at the first appointment. 
(13) Name, address, and any reports of any treating physician of the proposed conservatee  
(14) If problems with elder abuse any police reports relating thereto 
(top)

(8) Guardianships 
(1) Information and background sheet 
(2) Birth certificate of proposed ward 
(3) Description of any asset of value owed by the ward or to which the ward is entitled 
(4) Address of any living parent , sibling, or grandparent of the proposed ward 
(top)

(9) Adoption 
(1) Information and background sheet 
(2) Birth certificate of adoptee 
(3) Death certificate of any parent, grandparent, sibling, if available. If not, the date and place of death 
(4) Regarding adopting parent: 
     (a) Birth certificate 
     (b) Marriage certificate 
     (c) Divorce decree relating to any former marriage
     (d) 
(5) Address of any living parent of the proposed adoptee
(top)