Divorce Intake

Posted On August 16th, 2019 by Michael Dunham

This is the text from my form email that I send to potential new clients who are seeking assistance with a divorce case. I’ve also included links to my intake worksheet and a blank (Georgia) domestic relations financial affidavit. Even if you don’t hire me, gathering this information BEFORE you meet with your new lawyer will greatly benefit you. I hope you find it useful. Contact me with any questions you might have. 🙂

Dear ____ —

Thank you for your inquiry about divorce and the divorce process. While I’m sorry you’re having to go through such a difficult ordeal, I am honored that you are considering allowing me to assist you through it.

Attached please find a comprehensive intake worksheet. Fill it out as completely as you can (it’s okay if you don’t know some of the answers – just make a note of it and keep going) and either send it to me or be prepared to bring it with you to our first meeting. In addition, you should also gather as many of the following documents as you can put your hands on:

  • tax returns (ideally, at least the last three years)
  • pay stubs, both yours and your spouse’s (ideally, the most recent one, and the last one from each of the last two years)
  • the most recent statement for each account with money in it (checking, savings, 401k, IRA, pension, etc.)
  • the most recent statement for each debt with your and/or your spouse’s name on it, or that you and/or your spouse have been paying (mortgage, car loans, credit cards, etc.)
  • lease agreement (if you are renting your home)
  • any documents you think may be relevant to the reasons for your divorce or that you would like me to review

This list is by no means exhaustive, and every divorce is different. For a more complete list, Findlaw (a free resource) has an excellent list here:http://family.findlaw.com/divorce/checklist-documents-to-show-your-divorce-attorney.html

I have also attached a blank “Domestic Relations Financial Affidavit” which is required of every party to every divorce case in Georgia under the Uniform Superior Court Rules which will be applicable in your case. Working through this form is a good first step as you try to figure out what you need out of your case in order to move on with the next phase of your life. Don’t worry if you don’t know all of this information or if this is difficult for you to work all the way through – just do the best you can, as it will benefit you in the long run.

In addition, I have written a book on the post-divorce process that you may want to check out, whether you hire me or not. Some of the subjects I touch on in that book can help shape your plans and process during your divorce. You can see more information about that book here: http://www.PostDivorceCompass.com

When you are ready to meet, or if you have any questions throughout this process, feel free to contact me at your convenience. Thanks!