Be Prepared For Meeting With Your Lawyer When Separating or Divorcing
A Checklist of Information your Lawyer Needs to Know
This is not intended to replace the advice of a lawyer, but rather to help you prepare for a meeting with your lawyer.
CONCERNING YOURSELF _ Name address, telephone numbers and social insurance number. _ Birth date and place of birth. _ Employer/school, address, telephone, position, salary. _ Marital status prior to marriage. _ Previous surnames. _ Addresses for last 12 months. _ Any mental or physical problems relevant to any of the issues in your case.
CONCERNING YOUR SPOUSE _ Name, address, telephone numbers, and social insurance number. _ Birth date and place of birth. _ Employer/school, address, telephone, position, salary. _ Marital status prior to marriage. _ Previous surnames _ Addresses for last 12 months. _ Any mental or physical problems relevant to any of the issues in the case. _ Current picture if you have available.
SPOUSAL MAINTENANCE Also refer our pamphlet FINANCIAL DETAILS WHERE MAINTENANCE OR PROPERTY DIVISION IS AN ISSUE _ Projected expenses needed to provide for you and supervision of your children
CHILDREN _ Names, sexes, birth dates, birthplaces. _ School or employment details. _ Past, present, and proposed future arrangements for custody, access, maintenance, etc. _ Physical, emotional, and educational needs, including special problems _ Schools, grades, location (near home) _ Who has been involved in day-to-day care of children (e.g., feeding, childrearing, assistance with school work, discipline, etc.)? _ Hours of work of each spouse _ Regular time of each spouse away from home and children (e.g. evening recreation) _ Involvement of each spouse in extra-curricular activities of children (e.g. driving children to activities, attendance at games or recitals, participation in games). _ Any unusual behaviour of either spouse toward children, and the negative impact it has (e.g. swearing, abuse of alcohol, sexual practices, derogatory remarks, physical abuse). _ Involvement with family (e.g. grandparents, aunts and uncles), friends, community activities, church, etc. in area of home. _ Relationship of each child to each other child and to each spouse. _ Whether there are medical or educational records relevant to which spouse should have custody _ Incidents causing mental or physical harm to the children _ Mental or physical problems the children are experiencing, including, if possible, any written corroborating reports from teachers or doctors. _ Effect of spouse’s behaviour on children’s schoolwork, sleep, play with other children, relationship with you etc. _ History of spouse’s psychiatric problems, temper situations, or past physical or mental abuse. _ Criminal record-you or your spouse. _ Concerns that the children may be removed from the jurisdiction. Whether either spouse wishes to move out of the jurisdiction with the children, and the reasons for such a move (e.g., to enable you to obtain better employment or be closer to family).
MARRIAGE _ Place and date. _ Whether it was a valid marriage. _ Whether parties lived together prior to marriage. _ Physical cruelty: details of behaviour and incidents, medical reports, police reports. _ Mental cruelty: specific acts of cruelty and any physical reports _ Adultery: whether before or after separation; details that are known (identity of third person, places and times); whether spouse is willing to admit.
SEPARATION _ Place and date. _ Particulars, including events leading up to it. _ Whether there have been attempts to reconcile. _ Whether either of you have received counselling. _ Whether you have lived together since separation and, if so, the dates and details. _ Your residence at time of separation and since. _ Your spouse’s residence at time of separation and since. _ Whether there is any kind of written or verbal separation agreement or marriage agreement. IF YOU WANT EXCLUSIVE OCCUPANCY OF THE FAMILY RESIDENCE OR A RESTRAINING ORDER _ Description of dwelling. _ Location with respect to schools. _ Reasons for wanting the spouse removed _ Violence _ Abuse of alcohol, drugs _ Effect of behaviour on the mental or physical health of you or your children, including if possible, medical reports _ Any criminal charges previously laid against the spouse _ Alternate accommodation available to the spouse _ Financial impact of moving/selling
IF YOU WANT EXCLUSIVE USE OF ITEMS (IE CAR) _ Clear description of item. _ Who used them prior to separation? _ Reason you need them now (e.g., need car for work or to drive the children to school or to recreational activities. _ Similar items available to spouse.
WHERE YOU WANT AN ORDER STOPPING DISPOSITION OF ASSETS _ Clear description of assets. _ Present location of the assets. _ Ownership of the assets. _ Previous use of the assets. _ Actions or statements of the spouse that indicate he might dispose of the assets. _ Reasons why the assets are to be considered family assets.
DOCUMENTS YOUR LAWYER WOULD LIKE TO HAVE _ Certified copy of marriage certificate (long form) or certificate of registration of marriage. _ Picture of spouse (for service purposes). _ Income tax returns of client and spouse for past three years. _ Financial records, such as: bank statements, pay stubs, credit card statements, financial statements, and loan agreements. _ Records relating to matrimonial property, such as appraisals and B.C. property assessment. _ Records relating to pension plans, insurance policies, RRSPs, RESPs _ Marriage, separation or property distribution agreements. _ Previous related pleadings and court orders. _ Certified copy of divorce order if one spouse was previously divorced. _ Medical and legal reports.
Derived from Law Society of British Columbia Practice Checklists Manual
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