Taking Instructions From Family Law Clients Made Easy

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    23-Aug-2014
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A family law fact finder for separating couples. Essential document for taking client's instructions. A money saver for clients who have already completed the questionnaire before first appointment with their lawyer.

Transcript of Taking Instructions From Family Law Clients Made Easy

  • Formstack This form is not a legal advice. You should seek advice from your lawyer about any of the matters in this form. Family Law - Fact Finder The list below contains the type of documents that we would require either at your initial consultation or soon after: 1) Bank statements and mortgage statements for past three years 2) Credit cards account statements for past three years 3) Tax assessments for past three years 4) Tax returns for past three years 5) Superannuation last statement (for SMSF - 3 most recent financial statements) 6) Business activity statements for past three years if applicable 7) Pay slips for past 12 months 8) Financial resources - e.g. future entitlements to long service leave, future inheritance 9) Trust financial statements for past three years 10) Information about disposal of property in past 12 months 11) Liabilities and contingent liabilities 12) Most recent annual return statement for your company if applicable 13) Copies of any existing court orders, agreements, parenting plans or undertakings 14) Copies of Certificates of Title if applicable 15) Copy of Marriage Certificate if applicable You must make full and frank disclosure of your financial circumstances. Failure to do so is likely to be detrimental to your case. Is there a financial binding agreement in relation to property between you and the other party?* Please choose the areas of law for which you will be seeking advice* Divorce Property settlement Children matters Other: file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (3 of 30) [28/02/2013 8:39:13 AM] 1 Family Law Fact Finder for Australians
  • Formstack Your Details Your name* First Name Last Name Your gender* Your email address* Your date of birth* Your residential address* City State/Province Zip/Postal Your mailing address if different* City State/Province Zip/Postal Your country of birth* When did you arrive in Australia?* How well do you speak English?* Very well Well Not very well I need an interpreter Your mobile phone number* Your phone number* A number that you would be comfortable to be called on Are you* Presently in Australia? An Australian citizen? Ordinarily residing in Australia? Domiciled in Australia Check All Select all that apply Your Spouse's Details Your spouse includes a marriage or de facto partner (de facto relationship of at least two years) Full name of spouse* First Name Last Name Your spouse's address* City State/Province Zip/Postal file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (4 of 30) [28/02/2013 8:39:13 AM] 2
  • Formstack Spouse's phone number* Spouse's email address* DOB of Spouse* Is there a court order in relation to a previous marriage or de facto relationship of your spouse?* Applicable if your spouse has been in a previous marriage/de facto relationship Spouse's country of birth* Date of spouse's arrival in Australia* How well does your spouse speak English?* Very well Well Not very well I need an interpreter Is your spouse legally represented?* Name of lawyer acting for your spouse* First Name Last Name Name of lawyer acting for your spouse* City State Postcode Your employment details at the commencement of cohabitation Were you employed at the commencement of cohabitation?* Yes No What was your occupation at the commencement of cohabitation?* Give details of your employment* full time part time permanent casually on contract What was the name of your employer?* What was the address of your employer?* City State/Province Zip/Postal When did you start work with that employer?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (5 of 30) [28/02/2013 8:39:13 AM] 3
  • Formstack Were you self employed?* Yes No Name of company/trust/partnership/business* What were your weekly hours of work?* $ What was your weekly income before tax?* $ Provide approximate number if you can't remember Your spouse's employment details at the commencement of cohabitation Was your spouse employed at the commencement of cohabitation?* Yes No What was the name of your spouse's employer?* What was your spouse's occupation?* Give details of your spouse's employment at the commencement of cohabitation* full time part time permanent casually on contract Was your spouse self employed at the commencement of cohabitation?* Yes No What was the name of your spouse's company/trust/partnership/business?* What was your spouse's weekly income before tax?* $ Provide approximate figure if can't remember exactly What were your spouse's weekly hours of work?* $ Your employment history during the relationship Have your employment arrangements changed since the commencement of cohabitation?* Yes No Nature of your work, experience and qualifications:* Are you employed?* Yes No What is your current occupation?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (6 of 30) [28/02/2013 8:39:13 AM] 4
  • Formstack Give details of your employment* full time part time permanent casually on contract What is the name of your current employer?* What is the address of your employer?* City State/Province Zip/Postal Since when have you been employed at this place?* Are you self employed?* Name of company/trust/partnership/business* Are you in one of the following categories:* Pensioner or a benefit recipient, or hold a health care card Receiving Legal Aid, Abstudy or Austudy In prison or otherwise legally detained None of the above Your spouse's employment history during the relationship Have your spouse's employment arrangements changed since the commencement of cohabitation?* Yes No Is your spouse employed?* Yes No Spouse's occupation* Give details of your spouse's employment* full time part time permanent casually on contract How many hours does your spouse work per week?* Approximate number of hours if not sure Spouse's current employer* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (7 of 30) [28/02/2013 8:39:13 AM] 5
  • Formstack Are you aware of any changes likely to occur in relation to your spouse's employment?* Spouses's current employer address* City State/Province Zip/Postal Is your spouse self employed?* Name of your spouse's company/trust/partnership/business* Spouse's current income* $ Weekly income before tax Do any of the following factors limit or prevent your spouse's employment?* Lack of training Age Lack of experience Years out of the workforce Need or desire to be available to the children Other: Details of current spouse or de facto partner Do you currently have a patner?* Yes No Do you live together with your current partner?* Do you plan to live together with your current partner?* When did you start living together with your current partner?* Is there a financial benefit to you arising out of the cohabitation with your current partner?* For example paying a mortgage, car expenses, bills etc. Full Name of current partner* First Name Last Name Address of current partner* City State/Province Zip/Postal DOB of current partner* Is your current partner employed?* Occupation of current partner* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (8 of 30) [28/02/2013 8:39:13 AM] 6
  • Formstack Income of current partner* $ Weekly income Financial commitments of current partner* Give a short description Current partner employer's address* City State/Province Zip/Postal About the relationship of the parties Your marital status* Married Divorced De facto When did you and the other party begin living together?* If you can't remember the exact date give an approximate date When did you and the other party marry?* Give date if you have married Country of marriage ceremony?* Country of marriage Location of marriage ceremony* City of marriage Location of Marriage Certificate* In my possession In the possession of my spouse I don't know Other: When did you and the other party finally separate?* This is the date when you stopped living as husband and wife. You may have separated but continued to live under the same roof Brief reasons for separation* Did any of you leave home?* I left home My spouse left home Other: Has there been any significant periods of separation that occurred during the relationship/marriage? * Please describe periods of 3 or more months of separation. Do not include periods of separation due to work commitments How many periods of separation lasting more than 3 months?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (9 of 30) [28/02/2013 8:39:13 AM] 7
  • Formstack Start of first period of separation * Approximate start date of period of separation End of first periods of separation * Approximate date of period of separation Start of second period of separation * Approximate date of period of separation End of second period of separation * Approximate date of period of separation Start of third period of separation * Approximate date of period of separation End of third period of separation * Approximate date of period of separation When did you and the other party get divorced?* Give date of divorce order if applicable Where did you and the other party get divorced?* Country where you divorced In what city did you get divorced?* City where you divorced About the Children Please include details about all children that are under 18 years of age. Do you or your spouse have any children under 18 together or from a previous relationship?* How many children?* Include all children of either party Child 1* First Name Last Name Child 2* First Name Last Name