FAMILY LAW QUESTIONNAIRE

Please have this Information Packet completed prior to our initial meeting. We would appreciate your providing us with the information prior to our meeting so that we have enough time to understand the specifics of your situation before our meeting. Don’t worry if you are not able to complete this packet prior to our meeting. If you need assistance completing the information, call our office at (925) 933-9047 and we will help you.

DON’T WORRY ABOUT TOTAL ACCURACY - JUST DO THE BEST YOU CAN

WE LOOK FORWARD TO SEEING YOU!!!

ALL INFORMATION IS STRICTLY CONFIDENTIAL

Personal Profile
Spouse (or Other Parent) Full name
Any Agreements
Marriage Information
What do you want to do?
Physical Description of Spouse (or other Parent) for Service of Documents:
Distinguishing Features:
Children
If Your Children Are Minors
Financial Profile
Income Husband Wife Joint
Monthly Earned Income
Monthly Social Security Income
Monthly Pension Income
Other Monthly Income
List all Real Property (i.e., land or homes) owned by you and how title is held:
- Please provide “Grant Deeds” for all California real property.
Cash (checking accounts, savings accounts, CDs, or money markets)
Securities (common stock, preferred stock, corporate bonds, mutual funds)
Retirement or other employee benefits including 401(k), IRA or Keogh accounts, include the names of the beneficiaries of these benefits.
Life Insurance which you own
Business Interests
List your tangible personal property of significant value
Other Assets
Summary of Values
Advisor
  Name Telephone
Personal Attorney
Accountant
Financial Advisor
Life Insurance Agent
Would you like any of the following: