THINGS WE’LL NEED FROM YOU If you are a new client of the firm, there are some things you can do to help us efficiently handle your case. The more legwork you can do, the less we’ll have to do which can save you substantial fees and costs. First, we ask that new clients of the firm complete the Client Intake Form available on this site. Second, you should start gathering the documents we’ll need. The following is a list of the documentation that will be vital to your case. Not all documents will apply to every case. Also, if you don’t have copies of a relevant document, just let us know who does and we’ll get it through the discovery process. If you need any help, you can always contact us. 1. Income Tax Returns. Completed personal, corporate, partnership, joint venture, or other income tax returns, state and federal, including W-2, 1099, and K-1 forms, in your possession or control from the start of the marriage. 2. Income Information. Current income information, including payroll stubs and all other evidence of income since the filing of your last tax return. 3. Personal Property Tax Returns filed in this state or anywhere else from the start of the marriage. 4. Banking Information. All monthly bank statements, passbooks, check registers, deposit slips, canceled checks, and bank charge notices on personal and business accounts, certificates of deposit, and money market and retirement accounts from banks, savings and loan institutions, credit unions, or other institutions in which you or your spouse has an interest. 5. Financial Statements submitted to banks, lending institutions, or any other per-sons or entities, which were prepared by you or your spouse at any time during the last five (5) years. 6. Loan Applications made within the last five (5) years. 7. Brokerage Statements. Monthly statements from all accounts of securities and/or commodities dealers or mutual funds maintained by you or your spouse during the marriage, and held individually, jointly, or as a trustee or guardian. 8. Stocks, Bonds and Mutual Funds. Certificates, if available, of accounts owned by either spouse during the marriage or pre-owned by you. 9. Stock Options. All records pertaining to stock options held in any corporation or other entity, exercised or not exercised. 10. Pension, Profit Sharing, Deferred Compensation Agreement, and Retirement Plans or any other kind of plan owned by you or by any corporation in which you or your spouse has been a participant during the marriage, including annual statements. 11. Wills and Trust Agreements executed by you or in which you have a present or contingent interest or in which you are a beneficiary, trustee, executor, or guardian. 12. Life Insurance or certificate of life insurance policies now in existence, insuring your life or the life of your spouse, and statements of the cash value, if available. 13. General Insurance. Copies of insurance policies, including, but not limited to, annuities, health, accident, casualty, motor vehicles of any kind, property liability, including contents, and insurance owned by the parties during the past five (5) years of the marriage. 14. Outstanding Debts. Documents reflecting all debts owed to you or by you, secured or unsecured, including personal loans, credit card statements, and law-suits pending or previously filed in any court. 15. Business Records or ledgers in your possession and control that are either personal or business-related, together with all accounts and journals. 16. Real Property. Any deeds of property in which you or your spouse has an interest together with evidence of all contributions, in cash or otherwise, made by you or on your behalf, toward the acquisition of such real estate during the marriage or thereafter. 17. Sale and Option Agreements on any real estate owned by you either individually, through another person or entity, jointly, or as trustee or guardian. 18. Personal Property. Documents, invoices, contracts, insurance policies, and appraisals on all personal property, including furniture, fixtures, furnishings, equipment, antiques, and any type of collections, owned by you individually, jointly, as trustee or guardian, or through any other person or entity during the term of the marriage. 19. Motor Vehicles. All financing agreements and titles to all motor vehicles owned by you, individually or jointly, at any time during the last five (5) years, including airplanes, boats, automobiles, or any other types of motor vehicles. 20. Corporate Interests. All records showing any kind of personal interest in any corporation (foreign or domestic) or any other entities not evidenced by certificate or other instrument. 21. Partnership and Joint Venture Agreements to which you have been a party during the marriage. 22. Employment Records during the term of the marriage, showing evidence of wages, salaries, bonuses, commissions, raises, promotions, expense accounts, and other benefits or deductions of any kind. All records showing any fringe benefits available to you or your spouse from any business entity including, without limitation, auto, travel, entertainment, educational, and personal living expenses