Family Law Form – Initial Consultation Information Sheet

Family Law Form – Initial Consultation Sheet

Note: this information is protected as confidential

Today's Date *

County in Which You Reside *

Contact Information

Full Legal Name *

DOB *

Home Address *

City

State

ZIP

Phone *

Private Email *

Opposing Party Information

Full Legal Name *

DOB *

Home Address *

City

State

ZIP

Phone *

Email

Opposing Counsel (If Known | Applicable)

Marriage

Date of Marriage *

Location of Marriage *

Date of SeparationIf Applicable

Date of DivorceIf Applicable

Children

Child's Name

Child's DOB

Child's School

With Whom Does the Child Reside?

Add Additional Child?YesNo

Child's Name

Child's DOB

Child's School

With Whom Does the Child Reside?

Education

Your Education

Opposing Party Education

Case Details

Case Details

Other

Brief Description of Client Goals & Questions

Brief Description of the MatterI.e. Are there issues related to equitable distribution of property, alimony, child custody, child support, domestic violence, adoption, and/or attorney fees?

Are There Any Pending Deadlines and/or Upcoming Hearing or Trial Dates?

Please Describe in Detail & Provide a Copy of All Relevant Documentation *

Have There Been Any Documents Served Upon You or Sent to You By The Opposing Party or Opposing Counsel?

Please Describe & Provide Documentation *

Have You Previously Been Represented By Another Lawyer Regarding This Matter?

Provide the Name of the Lawyer, Dates He/She Represented You & Reason for Termination of Representation: *

Please List Any Mind Altering Prescription Medications Which You or The Opposing Party (to the best of your knowledge) Are Currently Taking

Have You or The Opposing Party Ever Been Convicted of, or Plead Guilty to, Any Criminal Offense (other than a minor traffic offense)?

Provide (to the best of your knowledge) the Date, County/State, Offense(s) Charged, Offense(s) Plead, Offense(s) Convicted, and Punishment *

Have You or The Opposing Party (to the best of your knowledge) Ever Abused Alcohol?

Please Note the Approximate Date(s) of Such Abuse of Alcohol and Whether Such is Ongoing *

Are You or The Opposing Party (to the best of your knowledge) Under the Care of a Doctor and/or Therapist/Counselor?

Identify the Provider(s), State the Dates of Care, and Describe the Issue(s) Addressed *

Are Any of Your Children Under the Care of a Doctor and/or Therapist/Counselor?

Income/Support Information

Are You Employed?

State Your Occupation, Employer and Average Compensation (including bonuses and/or commissions) *

Is Your Spouse Employed?

State His/Her Occupation, Employer and Average Compensation (including bonuses and/or commissions) *

Do either of you have a pre-existing child/spousal support obligation?

If yes, please describe. *

Have you or your spouse ever been in the military?

Assets & Liabilities

Separate Property (Assets held prior to marriage or gifted/inherited during the marriage)

Marital Property (Land, houses, and timeshares)

Transportation (Automobiles, boats, RVs, etc.)

Brokerage Accounts & Mutual Funds (Non-Retirement)

Publicly Traded Stocks & Bonds (Not held in a fund)

Bank & Credit Union Accounts (Checking, savings, custodial, and money market)

Business Interests

Memberships & Collectibles (Antiques, jewelry, artwork, etc.)

Retirement Accounts/Deferred Compensation & Defined Contribution Plans (Pensions, profit sharing, 401(k))

Whole Life Insurance Policies & Annuities

Any Other Property (Licenses, copyrights, tax refunds, dividend miles, and tickets)

Debts (Not already considered above)

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Family Law Form – Initial Consultation Sheet

We are here to help,
schedule a consultation today.

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