What to Bring to an Initial Consultation

Your first meeting with a lawyer is called an initial consultation, and in today's video we're discussing what you should bring to this meeting.

Hello, I am Shilpa Mehta of the Feldstein Family Law Group.

Today, I will be discussing what you should bring with you to your first meeting with your family lawyer.

Your first meeting with a lawyer is an initial consultation where you and your lawyer will be discussing:

  1. your marriage and its breakdown,
  2. your children,
  3. your income and your spouse’s income;
  4. your matrimonial home; and
  5. assets and liabilities at the date of marriage and at the date of separation that the two of you may own solely or jointly

In order for the lawyer at your first meeting to give you relevant information regarding those issues applicable to your matter, it would be helpful for you to come to this meeting prepared to provide specific information.

For that reason we suggest that when you meet with a lawyer at your initial consultation you bring with you the following documents:

  1. A one page summary with the names of the spouses and children and their birth dates, the date and place of marriage and the date of separation
  2. Any Marriage Contract or Cohabitation Agreement
  3. If you have received a letter from a lawyer representing your spouse, please bring that to your meeting
  4. If have been served with an Application please bring this together with the Financial Statement and Affidavit re: Parenting (all contained in the Continuing Record) and any Court Orders
  5. If you are already in litigation, bring all of your Court Documents including any Application, Answer, Reply, Financial Statements, Conference Briefs, Motion Records, Endorsements and Court Orders in your matter
  6. Any written agreements between the parties including Separation Agreement, Amending Agreement, Minutes of Settlement or Consents
  7. Bring your income tax return from that last taxation year and, if possible, for the last three taxation years
  8. If you have access to them, bring your spouse’s income tax return from the last taxation year and, if possible, for the last three taxation years providing you do not invade your spouse’s privacy by breaking into their filing cabinet or their computer
  9. Make a list of your assets and liabilities at the date of marriage and at the date of separation. Do the same for your spouse if you have this information
  10. Make a list of questions that you may have for the lawyer
  11. Finally, please bring your identification, ideally your driver’s license

Before your initial consultation, we encourage you review the article “Roadmap to Divorce” on our website.

For more information on this and other issues, or to make an appointment with one of our lawyers, please contact us at Feldstein Family Law Group at (905) 581-7222.

Thank you.

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