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
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.
Income Information. Current
income information, including payroll stubs and all other evidence of
income since the filing of your last tax return.
Personal Property Tax Returns filed in
this state or anywhere else from the start of the marriage.
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.
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.
Loan Applications made
within the last five (5) years.
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.
Stocks, Bonds and Mutual Funds.
Certificates, if available, of accounts owned by either spouse during the
marriage or pre-owned by you.
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
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
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