_____________________________________________________________________ When entrusting an attorney with your divorce there are a few documents that you will need for at the outset of your representation. Preparing this information prior to meeting with an attorney for the first time can assist with the attorney immediately accessing your case. Please provide detailed current statements/forms with account numbers, business names, and the listed of documents for your first attorney meeting:Documents Related to Child Support and Spousal MaintenanceTax Returns Three years of tax forms including all attachmentsYear-to-date IncomePlease furnish a copy of proof of your year-to-date income information.Child SupportSpousal Maintenance ReceivedProof of court ordered and spousal maintenance received.Health Insurance PremiumsProof and premiums paid for any child listed in petition.Life Insurance Face sheet of all life insurance polices.Medical InsuranceCompany name, address, policy, or group number, subscriber for all medical and dental insurance.Other InsuranceAll other insurance policies from homeowners, rental, automobile, and personal property.Child CareAll proof of child-care expenses paid by the party for any child listed.TuitionExpensesAny expenses paid by the party for private or special schools.Costs for Special Needs Children Expensespaid by the party for special needs.Documents Related to Division of Community PropertyReal Propertyall deeds, deeds of trust, purchase agreements, escrow documents, settlement sheets and any other documents that disclose ownership.Real Estate Tax BillsAll parcel of real estate jointly or solely owned.Real Estate Appraisal Any appraisal done on any property in the last three years.Bank, Brokerage, and Security Accountsall monthly or periodic statements.Retirement PlanAny and all profit-sharing, pension, Keogh, annuity, or other retirement plan that is afforded by an employer.Retirement InvestmentsAll monthly or periodic statements or documents showing the value of all pension, retirement, stock option, 401, IRA, and annuity.Life InsuranceAll monthly or periodic statements and documents showing the cash surrender value, face value, and premiums charged for all life insurance policies.Personal Property Business InterestFurnish copies of all documents that will assist in identifying or valuing any item of real or personal property.Financial StatementsFurnish copies of all business tax returns, balance sheets, profits and loss statements, and all documents that will help establish business worth.Securities Providea list of any stocks or bonds owned by you or your spouse.Estate or Trust InterestAny interest in any estate inheritance, future interest and a copy of the Will.DebtsSecured DebtProvide monthly or periodic statements or documents showing the balances owing on mortgage, notes, liens, and encumbrances outstanding.Unsecured DebtCredit card statements and debt statement for all months for the period commencing 6 months prior to the filing of the petition.General InformationPrevious MarriagesFurnish Divorce decree from you or your spouse if previously married including any judgment, agreement, or modifications.Written AgreementsAny written agreements you or your spouse has entered into regarding support, property, or other matter. Please note do not enter any agreement with your spouse without consulting your attorney once retained.Safety Deposit BoxIndicate location and copy of the contents of any rented safe deposit box.WitnessesList of persons and the important information they might have regarding you, your spouse, and children. This list can compose of counselors, close family friends, teachers, clergy, doctors.OtherAny other documents which you may obtain and which you feel to be of importance in you divorce case. Compiling this information in a thorough and organized manner will be of great assistance to you and your attorney. Please contact alocal attorneyorHarris&Winger P.C.regarding the information of the list above. This information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters, and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
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