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What documents do you need to assess my case?


Published on August 28th, 2018

This checklist is designed to provide a guideline in preparing for a productive first meeting with your lawyer. If you do not have all of this information, please bring what is available to you at that time.

While you might not have easy access to all of these items and some may not apply to your circumstances, this list will help you assemble the information most helpful to your case.

  • Monthly earnings and other sources of income
  • Real estate
  • Other assets
  • Investments
  • Income tax returns for the last three years
  • Valuable collections
  • Assets sold or transferred during the last three years

In addition, lists of expenses and liabilities are needed to complete the financial plan, including:

  • Major expenses
  • Required monthly deductions and summaries of monthly living and other expenses
  • Child related expenses
  • Medical expenses
  • Healthcare and life insurance costs
  • Mortgage documents
  • Business records
  • Bank statements
  • Credit card records

Have questions? Contact us about working together.

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