Necessary Documents

When you are ready to come into our office for your first appointment, find and bring with you as many of the following documents as possible. The more written information that you give to your attorney, the better his advice will be.

INCOME INFORMATION
1. Copies of your tax returns for the last three years. (If returns are not filed jointly, also bring copies of your spouse's returns.)
2. Copies of all of your pay stubs for the last twelve months.
3. If you or your spouse owns a business, copies of any corporate or partnership tax returns.
4. Any other written documents which reflect, in any manner, any and all household income for the last three years.

EXPENSE INFORMATION
(The following may be relevant to matters other than expenses)
5. Copies of all of the check registers for all accounts maintained by you and/or your spouse for the last three years.
6. Copies of all current credit card statements for each card maintained by you and/or your spouse for the last three years.

PROPERTY INFORMATION
7. Copies of all current bank statements for all bank, savings and loan, credit union and stock brokerage accounts maintained by you and/or your spouse for the last three years.
8. To the extent not covered by Item Number 6 above, copies of any and all statements which reflect an indebtedness by you and or your spouse to anyone for the last three years.

It will be helpful, but is not mandatory that you prepare the following lists for your first interview

MAKE THE FOLLOWING LISTS

1. List all real estate owned by you and/or your spouse. Include the address and a description of the property (i.e., house, vacant lot, etc.). Include information about any loan secured by the property including the name and address of the lender and the account number. Indicate your estimated value for each parcel. Copies of deeds are very helpful.
2. List all other assets owned by you and/or your spouse including (but not limited to) jewelry, pensions, art works, collections, etc. On your list, please estimate the present value of each item.
3. List all debts owed by you and/or your spouse that are not otherwise documented by the paperwork described above. Include the name and address of the lender (for example, a credit card company, a relative or a bank) and the account number.
4. Write out a list of questions that you may want to ask the attorney.