Documents I Should Bring With Me When Meeting My Attorney

One of the most frequently asked questions prospective clients ask when scheduling their initial consultation is, “what should I bring to our meeting?”.  The list below is an example of what documents you can look to gather in an effort to make the most of your first meeting.

  • Tax Returns
  • Mortgage Statements
  • Bank Statements
  • Retirement Statements
  • Investment Account Statements
  • Loan Statements
  • Credit Card Statements
  • Stock Options/Granting and Vesting Schedule
  • Life Insurance Policies
  • Paystubs· Business Tax Returns

If this list seems daunting, rest assured that you don’t have to bring anything to your first meeting if you do not know where these statements are or just feel that gathering these documents is too much.  Even with empty hands, we will be able to begin a summary of your assets and debts which compromise your marital estate. We will work together so that you will leave my office with a list of things to gather or a to-do list and a plan for your individual legal pathway to resolve or litigate your divorce.

If you need to file documents related to a divorce, you should speak with an experienced West Chester divorce attorney. At the Law Office of Julie M. Potts, LLC., attorney Julie Potts is an experienced family lawyer who can help navigate the difficulties of divorce in Chester County, Pennsylvania. To schedule a confidential consultation, contact us at (610) 840-2626.