What to Bring to Your First Attorney Meeting
What Should I Bring to my First Meeting/Consultation with the Divorce Attorney?
To adequately represent their client and reach the most advantageous outcome, your attorney must gather all relevant information concerning your case. Not only is it important for a client to share relevant information with their attorney, but it is also important for the client to be completely transparent and truthful with their attorney regarding the facts of the case.
Once you have selected an attorney to handle your case, the next step is to provide your attorney with all the information necessary to handle your case. The best time to provide your attorney with information and documents relevant to your case is during the initial attorney-client meetings.
Financial Information & Legal Documents
Financial information and legal documents will likely play a crucial role in your family law case. You will need to bring your lawyer up to speed on your financial situation and any other relevant legal documents. First, you should create a budget detailing how much you spend each month on items such as housing, utilities, food, clothing, personal grooming, gifts, vacations, and other expenses. If you have children, make sure to factor the child or children's expenses into your budget as well.
Bring documentation regarding the assets and debts held by you and your spouse, your income and expenses, your employment, your investments, and any property you own. Additionally, bring copies of documents regarding any pending lawsuits, bankruptcy, judgments, and/or garnishments. If you are the defendant in the case, it is especially important to provide your attorney with the complaint with which you were served.
Below is a non-exhaustive list of the financial documentation you should try to gather (and provide copies to your attorney) as soon as possible. Note that most of this information will need to be provided during the discovery phase of your case. Getting that information to your attorney early on in the case will save you time and money.
- Last three years' tax returns, W2's, 1099's, and evidence of income of you and your spouse;
- Real estate warranty deeds or quitclaim deeds to the property you own;
- For all current real property you own, copies of security deeds, promissory notes, and settlement statements;
- Notes for car loan(s);
- Any stock certificates, bonds;
- Recent statements for IRA, 401-K or other retirement or pension plans;
- List of any equipment you want which is worth more than $1,000.00 in value;
- Notes you have signed to any banks, individuals, savings and loans, credit companies, or other lending institutions;
- Any and all credit card statements for the past 12 months;
- Any other personal debts or notes signed to anyone, including family members;
- Any financial statements prepared by you and/or your spouse in the past 3 years (including various applications for loans that you may have filled out);
- A current budget of your living expenses;
- A list of your specific assets and debts; and
- A copy of recent bank statements, showing the current balance in each checking and savings account.