3. Gathering Necessary Information and Documents.
In order for me to fully analyze a person's case I must see all of the cards in the playing deck before we can attempt to enter into the settlement resolution process. This phase is important and sometimes it may take some time to gather all the necessary information. In discussing the case with my client, I will identify all of the financial documents and information that I will need. I will send my client home with homework to fill me in on their monthly budget and to fill out a listing of all known property, (personal, real, retirement, bank and investment property) income and debts and the corresponding values of said property or debts. Once my client can communicate what they are able to obtain on their own, we then discuss what all is needed from the other party. Often times my clients have little or no access to very important financial documents that I need before proceeding to a settlement resolution. Thus, with the help of my client, I will obtain a good list of what we need to request from the other side to get a complete picture of the parties' marital estate. Once I have made the requests for income, financial, property and debt document requests and received the same, I will then update my client by giving them a full analysis of the their specific case considering the income, property and debts of the parties. At this point, with my advice, my client and I will formulate a strategy to reach a successful separation resolution.
In order for me to fully analyze a person's case I must see all of the cards in the playing deck before we can attempt to enter into the settlement resolution process. This phase is important and sometimes it may take some time to gather all the necessary information. In discussing the case with my client, I will identify all of the financial documents and information that I will need. I will send my client home with homework to fill me in on their monthly budget and to fill out a listing of all known property, (personal, real, retirement, bank and investment property) income and debts and the corresponding values of said property or debts. Once my client can communicate what they are able to obtain on their own, we then discuss what all is needed from the other party. Often times my clients have little or no access to very important financial documents that I need before proceeding to a settlement resolution. Thus, with the help of my client, I will obtain a good list of what we need to request from the other side to get a complete picture of the parties' marital estate. Once I have made the requests for income, financial, property and debt document requests and received the same, I will then update my client by giving them a full analysis of the their specific case considering the income, property and debts of the parties. At this point, with my advice, my client and I will formulate a strategy to reach a successful separation resolution.