Checklist for first visit to the family lawyer
Author:
Andersons Solicitors
Publish Date: December 21, 2008
CHECKLIST FOR FIRST VISIT TO THE FAMILY LAWYER
In the unfortunate event of a separation of a personal relationship (marriage or de facto relationship), it may be necessary to visit Andersons Solicitors.
We have prepared the following checklist which is a useful guide to what might be needed by us when providing you with advice about your legal entitlement in a property settlement.
This is a short checklist of information and details items that will assist us. It is a guide only, but will ensure that you are on the right track to achieve an expedient result in any settlement.
The relevant dates for any relationship break down are the commencement date of cohabitation and the date of separation.
We will also need information about your work history, your former partner’s work history and any health problems suffered by you or your former partner.
You will also need to provide us with the full names of any children of the relationship, their dates of birth and any special needs they may have.
We will need to know what assets, resources and liabilities you and your partner had at the commencement of your relationship as well as at separation.
We will also require details of any financial contributions from others or as a result of court cases, even X-Lotto wins.
- Copy of Marriage Certificate;
- Copy of the Certificate of Title of any property or properties you or your spouse own or have an interest on;
- Superannuation benefit statements;
- Motor vehicle registration details;
- You tax returns for the last three years;
- Centrelink payment details;
- Investment details and records including shares and stocks;
- Appraisals or valuations of real estate;
- Appraisals or valuations of jewellery or antiques;
- Medical or psychiatric reports;
- Medical certificates;
- Details of all bank accounts and statements of each account;
- Copy of any current pension or healthcare card.
- Copy of any current Court Order documents or parenting plan
If you do not have all this information immediately available do not worry because we can still commence acting for you and we will assist you in locating those items which you do not have. The list is not exhaustive and there may be other items needed along the way.
