Family law

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SUO_LGS2002_Client_Interview.docx

CLIENT INTERVIEW SHEET

Date: ___________________

Lawyer: ___________________ Referred by: _____________

Hourly Rates: ___________________

Retainer: ___________________

Legal Assistant: ___________________

Client Information

Client’s Full Name: ____________________________________________

Present Address: ____________________________________________

____________________________________________

Mailing Address: ____________________________________________

(If different from above) ___________________________________________

E-mail Address: ___________________________________________

Home Phone: _______________ Work Phone: ______________

Fax: _____________ Cell (or other contact):___________

Date of Birth: ____________________ Present Age: __________

Place of Birth: ___________________________________________

Surname at Birth: _________________________________________________

Surname Before this Marriage: _________________________________

Marital Status at the Time of Marriage: Single__ Widowed__ Divorced__

Occupation: _____________________________________________

Employer’s Name and Address: _________________________________

_____________________________________________________________________

How Long at that Employer? _______________________________________

Gross Annual Income: $___________

Frequency of Payment: Bi-Weekly ____ Bi-Monthly: ___ Monthly: ___

Total Income on Last Tax Return: $______________

Net Taxable Income on Last Tax Return: $___________

Occupation at Marriage: _______________________________________

Do You Have a Valid Will: _______________________________________

If So, Who Are the Beneficiaries: _________________________________

Who Is the Executor/Executrix: _________________________________

Do You Want to Change Your Will: _____________________________

If your matter is against an ex-spouse and you have a new spouse, do mention your current spouse’s name and date of birth:

Name: __________________________________________________________________

Date of Birth: ____________________________________________________________

Information about Your Spouse (Opposing Party)

Spouse’s Full Name: ____________________________________________

Spouse’s Present Address: ______________________________________

____________________________________________________________________

Spouse’s Home Phone: _____________ Work Phone: ______________

Spouse’s Date of Birth: _____________________Present Age: ______

Place of Birth: _________________________________________________

Surname at Birth: ________________________________________________

Surname Before This Marriage: ________________________________

Marital Status at Time of Marriage: Single: ___Widowed: ___Divorced: ___

Occupation: __________________________________________________

Employer’s Name and Address: ________________________________

____________________________________________________________________

How Long at That Employer? _____________________

Gross Annual Income: $______________

Frequency of Payment: Bi-Weekly: __ Bi-Monthly: __ Monthly: __

Total Income on Last Tax Return: $___________________________

Net Taxable Income on Last Tax Return: $____________________

Spouse’s Occupation at Marriage: _____________________________

Do You Know That Marriage Counseling, Guidance Facilities, and Mediation Services are Available to You? Yes: ___ No: ___

Children

Full Name: Birth Date and Current AGE: Gender:

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Do Any of Your Children Have Special Needs: Yes: ___ No: ___

If Yes, Explain: ________________________________________________________________________

________________________________________________________________________

Proposal for Parenting Arrangements for Children

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Proposal for Child Support:

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Other Expenses for Children:

Child Care Expenses: _______________________________________________

Medical/Dental Insurance Premiums: ______________________________

Health-Related Expenses that Exceed Insurance: ________________

Extraordinary Expenses for Education: __________________________
Post-Secondary Education: ________________________________________

Extraordinary Expenses for Extracurricular Activities (List by Individual Activity):

_____________________________________ $_____________________________

_____________________________________ $_____________________________

_____________________________________ $_____________________________

Life Insurance

Do You Have Life Insurance? ________________________________________
Death Benefit Payable ________________________________________
Is There a Cash Surrender Value: _____________________________
Does Your Spouse Have Life Insurance? _____________________________
Death Benefit Payable ________________________________________
Is There a Cash Surrender Value: _____________________________

Matrimonial Home

Address:

In Whose Name:

(1) MKT Value

(2) 1st Mortgage

(3) 2nd Mortgage

Equity

(Balance Owing)

(Balance Owing)

1-(2+3)

$

$

$

$

Other Real Estate

Address:

In Whose Name:

(1) MKT Value

(2) 1st Mortgage

(3) 2nd Mortgage

Equity

(Balance)

(Balance)

1-(2+3)

$

$

$

$

Address:

In Whose Name:

(1) MKT Value

(2) 1st Mortgage

(3) 2nd Mortgage

Equity

(Balance)

(Balance)

1-(2+3)

$

$

$

$

Vehicles: (include Motor homes, Motorcycles, Snowmobiles, etc.)

Year:

Make/Model:

Value: $

Debts: $

Who drives it?

Registered in whose name?

Year:

Make/Model:

Value: $

Debts: $

Who drives it?

Registered in whose name?

Year:

Make/Model:

Value: $

Debts: $

Who drives it?

Registered in whose name?

Year:

Make/Model:

Value: $

Debts: $

Who drives it?

Registered in whose name?

Registered Retirement Savings Plans:

Current value:

$

In whose name?

Where held?

Current value:

$

In whose name?

Where held?

Current value:

$

In whose name?

Where held?

Current value:

$

In whose name?

Where held?

Who Is the Beneficiary of RSPs: __________________________________________

Bank Accounts:

In whose name?

Value:

$

Where held?

In whose name?

Value:

$

Where held?

In whose name?

Value:

$

Where held?

In whose name?

Value:

$

Where held?

Other Investments/Savings/Term Deposits:

In whose name?

Value:

$

Where held?

In whose name?

Value:

$

Where held?

In whose name?

Value:

$

Where held?

In whose name?

Value:

$

Where held?

Your Employment Pensions:

Employer: ____________________________________________________________

How Long Have You Been Contributing: ___________________________

Your Spouse’s Employment Pensions:

Employer: ___________________________________________________________

How Long Have They Been Contributing: __________________________

Business/Corporate Interest:

Company or Business Name:

Who are Shareholders/Owners and Percentage Owned:

Who are Officers/Directors?

Other Assets:

Description:

Owned By:

Value:

$

Description:

Owned By:

Value:

$

Description:

Owned By:

Value:

$

Description:

Owned By:

Value:

$

Description:

Owned By:

Value:

$

Debts:

Creditor:

Balance Owing:

$

Security:

Monthly Payment:

$

Creditor:

Balance Owing:

$

Security:

Monthly Payment:

$

Creditor:

Balance Owing:

$

Security:

Monthly Payment:

$

Creditor:

Balance Owing:

$

Security:

Monthly Payment:

$

Creditor:

Balance Owing:

$

Security:

Monthly Payment:

$

What Assets and Liabilities Did You Have When You Got Married (And/Or Started Living Together) and What Were They Worth at that Time: _____________________________________________________________

What Assets and Liabilities did Your Spouse have When You Got Married (And/Or Started Living Together) and What Were They Worth at that Time: _____________________________________________________________

Did Either You or Your Spouse Receive Any Gifts or Inheritances from Another Person or Receive a Trust, Award, or Insurance Settlement since You Started Living Together.

If so, Describe it, its Value, When Was it Received, and Advise What Was Done With the Gift/Inheritance /Other Payment:

Do You Have Any Reason to Claim an Unequal Division of Property Acquired During Your Marriage?

________________________________________________________________________

________________________________________________________________________

Has Any Property Been Sold or Transferred to Anyone in the Last Year?

________________________________________________________________________

________________________________________________________________________

If You Were to Look at a Year from Today, What Has to Happen in Your Personal and Business Life for You to Be Satisfied with Your Progress?

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

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Family Law: Client Interview Sheet

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