Document Checklist After the First Meeting

Document Checklist After the First Meeting

The following is a list of the information that can be helpful to your attorney during the process of your divorce or dissolution. Please bring what you have available; additional information can be subsequently submitted or obtained.

 

  • High-Level Experience
    With decades of combined experience and a focus on complex and high-asset cases, we bring the insight, strategy, and professionalism clients expect from a premier family law firm.
  • Smart Resolutions
    We offer strong alternatives to litigation through mediation, uncontested, and collaborative divorce—helping clients resolve matters efficiently without sacrificing protection.
  • Fearless Advocacy
    We are known throughout Northern Kentucky for standing our ground and protecting our clients with confidence, preparation, and grit—especially when the stakes are high.
  • Client-Centered Care
    We treat our clients like people, not case numbers. From thoughtful communication to small gestures of kindness, we make sure every client feels supported and respected.

A Team Committed to Family Law Matters

Experienced Professionals Focused on Your Needs

Personal Financial Statement

Prepare a brief summary listing your assets, debts and income with estimated amounts, values or balances. You can use our form or create your own.

Bank Statements

If available, bring the most recent statement on each bank account, including checking, savings, CDs or money market accounts.

Retirement Accounts

If available, bring the most recent statement for any retirement account, including 401(k), 403(b), IRA, ROTH IRA, pensions, profit sharing plans or other retirement savings accounts for you or your spouse.

Credit Card Accounts

Bring the last three statements from any credit card in your name or your spouse's.

Employment Information

If employed, bring your most recent pay stub and most recent W-2 and that of your spouse if available. Also provide any employment contracts or employee benefit statements.

Pictures

A picture of your spouse and children and a copy your driver's license.

Tax Returns

Federal and State tax returns or the last five years.

Stocks, Bonds, Mutual Funds

Please bring the most recent statement from any such holdings, including copies of stock certificates if available.

Life Insurance Policies

Copies of any and all life insurance policies you own or are a beneficiary of.

Motor Vehicles

Copy of the title of any motor vehicle you own individually or with any other person, if available.

Court Papers

If the divorce is already filed (or over), bring any papers you have on it.

Domestic Violence

If you have been involved in a domestic violence case, please bring any available case, please bring any available paperwork about it.

Health Insurance

We will need information on all medical coverage and a copy of your health insurance cards.

Real Estate

Please bring any deeds, most recent mortgage statements, tax value assessment, recent appraisals and/or closing statements for any real estate held by you individually or with any person or entity.

Get in Touch With Our Family Law Team

Connect with our firm to discuss your legal options in a supportive and professional setting.

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