Preparing To Meet With Your Lawyer

As you get ready for your first meeting with one of our attorneys, there are certain things you can do to get the ball rolling. The information you provide at your initial consultation will help us assess your situation and develop a plan from the onset. It is important to have an idea of your assets, debts and any agreements you acquired, incurred or executed during your marriage prior to coming into our office. The information below can give you a good idea of what to bring to your initial appointment at Robinson & Clapham.

Gather Any Financial Documents

While you certainly do not have to have a complete list of your finances at your initial consultation, it can be a good idea to start reviewing financial records, including:

  • Individual income tax returns for the past three to five years (state and federal)
  • Business income tax returns for the past three to five years (state and federal)
  • Recent income stub
  • Bank statements
  • Statements from trusts, stocks, bonds or U.S. Treasury notes
  • List of safety deposit box contents
  • Investment accounts (annuities, mutual funds)
  • Any loans

Bring Documentation Regarding Any Retirement Accounts

Retirement accounts will be considered during property divisions. It is important to bring information regarding balances, beneficiaries, outstanding loans and statements for accounts such as:

  • 401(k)s
  • 403(b)s
  • IRAs
  • Life insurance policies
  • Pensions

Create A List Of Tangible Assets And Real Property

Your family home, cabin and family heirlooms are just a few of the various assets that will be scrutinized during a divorce. Before any property divisions or assessments can be made, we need to know who owns the property, its market value, mortgage and loan balances and tax information. To get started, you can begin to compile a list of property that may include:

  • Primary residence
  • Rental properties (including any rental income)
  • Vacation homes
  • Business property
  • Personal property of value (antiques, collectibles, automobiles, jewelry, art, computers, electronics, clothing, furs, etc.)
  • Inheritance (current or anticipated)
  • Interests in trust (current or future)
  • List of property owned by each spouse prior to marriage
  • Automobile(s), boat(s) or other recreational vehicle(s)

Compile Prior Agreements Made Prior To And During Your Marriage

There are critical agreements that can affect various aspects of any divorce, including:

  • Wills
  • Living wills
  • Powers of attorney
  • Durable powers of attorney
  • Advance directives (also termed power of attorney for health care, health care proxy)
  • Prenuptial agreements (also termed premarital agreement, antenuptial agreement)
  • Divorce decrees or child support from a previous marriage

We Will Tell You What You Need To Know. Schedule A Consult Today.

You do not want to overlook any crucial documents when it comes to your Rhode Island divorce. It can be easy to make costly mistakes when trying to handle a divorce on your own. With seasoned divorce lawyers by your side, you can have confidence that no stone will go unturned. To request an appointment at our Providence or Wakefield offices, please call 401-400-3841 or 401-594-4365, or tell us about your case online.