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Documents To Gather Before Your Attorney Consultation

Documents to Gather Before Your Attorney Consultation

By Adam T. Kronfeld of Duff & Kronfeld, P.C. posted in Family Law on Monday, December 4, 2017.

It is axiomatic that the more information your attorney has bout your situation – particularly financial information – the better he or she will be able to identify and evaluate the issues involved in your divorce and appropriately advise you. Thus, the time to begin gathering information and documents is prior to your initial consultation.

The following list is intended to give you an idea of the information that your attorney will likely find helpful:

  1. Tax returns (several years) with all schedules and attachments, such as W-2s, 1099s, worksheets, etc.;
  2. Your and your spouse’s most recent pay stubs;
  3. Recent statements for any retirement, savings investment, or other financial accounts, if any existed before the marriage, try to locate statements from the time of marriage;
  4. Deed (s), tax assessments, and recent mortgage statements for any properties that you and/or your spouse owns;
  5. Your credit report; and
  6. An approximate outline of your monthly household expenses.

With the foregoing information, a lawyer should be able to create a “snapshot” of your marital assets and overall financial picture. At minimum, a lawyer can tell you what assets or debts may necessitate further investigation by you and/or disclosure by your spouse.

If you have any questions or would like to discuss your legal matter with an attorney, please contact Duff Kronfeld & Marquardt P.C. for a complimentary, 30-minute consultation at (703) 591-7475.

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