what documents you need before seeing a attorney

As you prepare to meet with your lawyer, try to locate any of the following that might apply to your case: contracts (such as employment agreements, leases, promissory notes, and the like) financial documents (for example, if you'll be drafting a will or starting a company)

Full Answer

What should I bring to my divorce attorney appointment?

Nov 23, 2018 · Documents to Show Your Divorce Attorney: A Checklist. ____. Individual income tax returns for past three to five years (federal, state, and local) ____. Business income tax returns for past three to five years (federal, state, and local) ____. Proof of your current income. ____. Proof of spouse's current income.

What documents should I bring to a real estate attorney appointment?

employment materials, such as an employee handbook, and. witness statements and witness contact information. Try to gather and copy these documents before your meeting. If you can put them into an organized binder, you will make life much easier for your attorney and reduce the hours spent (and charged for).

How should I prepare my Documents for my attorney?

Aug 21, 2017 · Here are some of the most useful documents you can bring: Intake Form. Most family law lawyers have an intake form that gives them a snapshot of the issues and your goals, and... Agreements. If you and your spouse signed a prenuptial agreement or a postnuptial agreement (or if you’ve been working... ...

What documents do I need to bring to my bankruptcy appointment?

Jan 24, 2022 · These will include income tax returns and proof of income related to marital debt, assets, property valuations, etc. Attorneys want documents because dry ink doesn't lie. Your spouse might make...

What are the four must have documents?

This online program includes the tools to build your four "must-have" documents:Will.Revocable Trust.Financial Power of Attorney.Durable Power of Attorney for Healthcare.

What should you consider when hiring a lawyer?

Things to Consider When Hiring a LawyerThe Firm/Lawyer's Specialty in the Areas of Law You Need.Years of Experience & Success.The Firm's Resources at Your Disposal.The Lawyers Communication with You to Make Sure You Know Whats Going On, and.Comfort Level when Speaking with the Lawyer and the Firm's Team.

How do you prepare a will?

How to make a willDecide which type of will you need. ... Decide what assets to include in your will. ... Choose who will receive your assets. ... Choose your will executor. ... Choose guardians for your minor children. ... Make a donation to charity. ... Sign your will in front of witnesses to make it legally valid.More items...•Jan 22, 2021

What are the most important things to put in a will?

What are the Most Important Things to Put in a Will?Personal Information. This should go without saying, but your will should include basic information about you to be official. ... Last Will and Testament Verbiage. ... Property and Assets. ... Beneficiaries. ... Executor. ... Guardianship. ... Signatures.

How much is a lawyer?

You can pay anywhere from $50 to thousands per hour. Smaller towns and cities generally cost less while heavily populated, urban areas are most expensive. The more complicated the case and the more experienced the attorney, the more you'll pay. Lawyer fees can range from $255 to $520 per hour.

What do you say when you call a lawyer?

0:261:20What To Say When You Call An Attorney - YouTubeYouTubeStart of suggested clipEnd of suggested clipKnow kind of ballpark. Terms where you're coming from. And then you can elaborate on your specific.MoreKnow kind of ballpark. Terms where you're coming from. And then you can elaborate on your specific. Situation. And when you keep it simple in the beginning it really does make it easier.

Can I write my own will and have it notarized?

A. You don't have to have a lawyer to create a basic will — you can prepare one yourself. It must meet your state's legal requirements and should be notarized.May 1, 2011

Can you make a will without a lawyer?

You do not have to use a lawyer if you write up your own will. However, it is a good idea to get it checked by a lawyer before you get it signed and witnessed. They check that everything is in order and that the will is properly dated, signed and witnessed.Nov 30, 2021

Do and don'ts of making a will?

Ten Do's and Don'ts for Writing Your Will1.) Don't put it off. ... 2.) Don't get lost in the weeds. ... 3.) Don't bestow honors. ... 4.) Do name alternates. ... 5.) Don't let the choice of alternates bog you down. ... 6.) Do express your wishes for charities and friends. ... 7.) Don't think that other documents or statements will suffice. ... 8.)More items...•Feb 20, 2020

How should a will look like?

A legal will should contain the signature of the testator. You will usually find the testator's signature at or near the end of the will. In most U.S. states, a written will must also have the signatures of two or more witnesses in order to be valid.

What do you leave in a will?

It only makes sense that you would want to make sure to leave it to the right person (or people). Other notable assets to take stock of before finalizing your Will are your vehicle, family heirlooms, cash, bank accounts, retirement funds, stock options, and any other valuable possessions.

Will preparation checklist?

A 10 point Will preparation checklistStep 1: Get down to basics. ... Step 2: Get a ballpark of your assets. ... Step 3: Get a general sense of your debts. ... Step 4: Choose a guardian. ... Step 5: Choose an executor. ... Step 6: Make a list of specific gifts. ... Step 7: Make a list of beneficiaries.More items...•Oct 13, 2020

Starting the Divorce Process: Related Resources

If you're just starting the divorce process or planning to do so, you may feel overwhelmed by all of the steps required. If you also have children, the process can be much more emotionally draining. The following resources will help you make sense of your state's divorce laws and the divorce process in general.

If You're Getting Divorced, Don't Go it Alone: An Attorney Can Help

After determining which documents to show your divorce attorney at that first consultation, you'll want to find the right attorney. But just because a lawyer has a lot of experience and great credentials doesn't mean they're necessarily the right fit, since style and personalities vary widely.

What do lawyers want to see?

In addition to learning about you and hearing your narrative, your lawyer will also want to see documents and evidence, both for informational purposes and to help assess the strength of your case. Obviously, the nature of the evidence will vary dramatically from one type of case to another. As you prepare to meet with your lawyer, try ...

What to know before meeting with a lawyer?

Before you get too far into a meeting or conversation, the lawyer will want to know about any possible conflicts of interest that might prevent him or her from ethically representing you.

What are the goals of a lawyer?

Typical goals might include: review and provide comments on a contract or legal document. draft a will.

What to include in a dispute narrative?

Some important details to include in that narrative include: names of the key players in your dispute. date the dispute or problem began. type of the dispute (harassment, contract, divorce) key events of your dispute, including a "who, what, where, when and why" narrative, and. current status of your dispute.

What documents are used to dispute a contract?

contracts (such as employment agreements , leases, promissory notes, and the like) financial documents (for example, if you'll be drafting a will or starting a company) correspondence (letters, emails, or text messages between you and the other party or otherwise relevant to your dispute)

How to respond to a legal complaint?

respond to a legal complaint, lawsuit, or threatening letter. research whether you have a meritorious legal claim against another person or entity. draft a legal complaint or demand letter to another person or entity, or. negotiate a lease, contract, or other agreement.

What information does a credit card statement contain?

Other debt information (car loans, credit card debt, etc). As with the other documents, credit card statements contain a ton of information that can be useful to your attorney – the debt information, of course, but your history of spending (and your spouse’s) can also assist your attorney as you move forward. Text Message History.

What is an intake form for family law?

Most family law lawyers have an intake form that gives them a snapshot of the issues and your goals, and gives them important details about you and your family. At McCabe Russell, we don’t require you to fill it out our intake form advance, but if you can, it helps us move forward. Agreements.

What are the first documents you should collect?

Financial Records. Your financial records are some of the first documents you should collect. These records will help determine which type of bankruptcy is best suited for you. For example, if your financial documents show you have a regular income, your best fit may be Chapter 13 bankruptcy.

What documents are needed for Chapter 7 bankruptcy?

There are a number of documents you need before filing for a Chapter 7 bankruptcy. Although the specific documents may vary depending on your type of case and the district you file, you will at least need to gather the following before filing your petition: 1 Your tax returns 2 Pay stubs 3 Appraisals of your home, jewelry, and other exempt assets 4 Your car titles 5 Evidence of child support/alimony obligations 6 Bank statements 7 Proof that you took credit counseling

What documents are needed for real estate?

Documents Related to Real Estate 1 Any documents showing the legal description of any real estate owned together or separately. These can be obtained from your mortgage company or bank. 2 Your current mortgage statements on any mortgages you have on real estate property. 3 All documents pertaining to the initial purchase of the real estate. 4 If the real estate has been refinanced, all documents pertaining to the refinance. 5 Tax assessor’s statement (s) pertaining to any and all real estate.

Why is it important to provide a complete and organized file with all documents to your attorney?

It’s important that you provide a complete and very organized file with all documents to your attorney, which will help the negotiation stage of the divorce. "Divorce is one of the greatest upheavals you will ever experience in your life," says former divorce lawyer Brette Sember. "Because the process is so overwhelming, ...

What is a copy of a check ledger?

If you or your spouse work for cash, copies of check ledgers that will show any expenses paid during the marriage. A copy of any financial statements or statements of net worth prepared by you or your spouse for the purpose of securing bank loans or for any other purpose.

What information should be included in a monthly budget?

This should include the needs and expenses of any children you have .

Do you have to disclose debts during divorce?

"All debts entered into during the marriage must be disclosed as part of financial disclosure ," explains Sember. "The court will determine which are marital debts and divide them as part of the divorce ."

Can a divorce court prove truthfulness?

Your spouse might make claims to a mediator or in divorce court, but documents can prove whether they are being truthful. So, you need to provide any documents that tell the story of what has happened in your marriage financially and in any other way.

What documents are required for a credit report?

All financial documents, including bank account statements, receipts for major purchases, wage statements, and tax returns; A list of your creditors that you owe money, and their contact information, account numbers, and how much money you owe each one;

What to do if you can't find a bankruptcy document?

If you can’t find a document that you think you need for your bankruptcy or if you forgot to bring a document to a meeting with your lawyer, you should tell your attorney as soon as possible, so that they can take note and take the appropriate action to help you.

Why is bankruptcy considered the most document intensive?

This is because whether a bankruptcy is recognized by the courts is based on the value of the debtors assets compared to the amount of debt owed to other creditors.

Why is it important to have a bankruptcy attorney?

Because filing for bankruptcy is a complex legal claim, finding the right bank ruptcy attorney is important. A bankruptcy attorney will help you decide whether or not to file for bankruptcy, and what type of bankruptcy you should file. Additionally, if you decide to file, an attorney can help ensure that your property is protected, ...

What is the most important thing to do when filing for bankruptcy?

The last point is especially important. For the most effective bankruptcy filing, it is crucial that you are completely transparent with your attorney. Make sure you take note of any questions, legal inquiries, or laws that you may wish to address with your attorney.

Can you be too honest to discuss bankruptcy?

There’s really no such thing as being too honest or prepared when meeting with a lawyer to discuss a possible bankruptcy. In actuality, the more issues that you come prepared to discuss, the easier the bankruptcy proceedings tend to be as they progress.

Do you need to include a birth certificate in a will?

Further, if you designate a trustee or representative or if you designate a temporary or permanent guardian for your children in your will, you must include their name, address, and other contact information.

Do you need a list of debts to provide an attorney?

In addition to providing a detailed list of assets in a manner that allows them to be easily identified and located, an individual must provide their attorney with a list of debts. Debts that you should provide documentation of include, but are not limited to, the following:

Can you name a trustee before a guardian?

You cannot legally obligate anyone to serve as your representative to handle the estate if they don' t want to.

1. A will

A will is a legal document that details your final wishes about how to distribute your assets after death. In your will, you appoint an executor who will manage the distribution of your estate to your beneficiaries or heirs.

2. A living will

Though the name overlaps with a last will and testament, a living will is actually quite different. This is a document that tells doctors, medical professionals, and family which treatments you want if you’re dying, permanently unconscious, or otherwise unable to make decisions about emergency care.

3. Durable health care power of attorney

While a living will can include a comprehensive checklist about the types of treatments you’d like considered, it’s hard for a checklist to be fully comprehensive or interpret nuance. To that end, it’s vital to have a durable health care power of attorney.

4. Durable financial power of attorney

If you were hospitalized or otherwise unable to take care of your finances, who would pay your rent or mortgage? How would you make sure that incoming checks were deposited or your investments and property managed properly? A durable power of attorney allows you to appoint a person, known as an attorney-in-fact or agent, to govern your financial and personal affairs if you are unable to do so.

What is an apostille?

An Apostille is an additional authentication/certification required for international acceptance of documents, including Articles of Incorporation and Articles of Organization. If a foreign country requires official state documents, the completed Apostille certifies the signature’s authenticity on the documents.

Do sole proprietors need a federal tax ID number?

Businesses operating as a sole proprietorship don’t need a Federal Tax ID number if they don’t have any employees; they simply use the owner’s social security number on all legal documents. However, if your business is a Corporation, Limited Liability Company, or a partnership, you must apply and obtain a Federal Tax ID number or Employer Identification Number (EIN) through the IRS.

Do I need an Articles of Organization for a LLC?

If you choose to structure your business as a Limited Liability Company (LLC), you will need to file an Articles of Organization in your business’s home state. An LLC is also a separate legal entity from its owners (known as “members”) and can be formed as either a single-member LLC or a multi-member LLC.

Financial Records

Legal Records

• Any legal history or pending litigationinvolving you is information you'll want to disclose to your attorney. Previous judgments against you show debts that will factor into determining which bankruptcy is right according to your financial situation. In addition, any pending litigation or current court order will determine how much you can afford t...

See more on findlaw.com

Additional Documents

Documents Needed to File Chapter 7