To make any intake meeting go smoother and help your process move along faster, here is a list of documents and important information you should have at hand where possible.
(*Please note, that this is not a thorough list and different documents may be required for different cases.)
For the first Intake meeting:
(These are the documents the lawyer needs to take you in as a client)
- Two pieces of identification, one of which needs to be a government-issued ID such as driver’s license, a passport or an Ontario Photo Card (Health card is NOT considered a valid photo ID); and
- If applicable, all court documents, orders, correspondence from opposing counsel, and paperwork relating to your matter.
For Family Applications (Form 8):
(These are the documents and information your lawyer needs to complete your Application and present it to the Court and opposing party)
- Income Tax Returns for the last 3 years
These can be obtained from your accountant or whoever filed your taxes. If none of these apply they can also be ordered from the Canada Revenue Agency by calling 1-800-959-8281.
- Notices of Assessment for the last 3 years
These can be obtained from the Canada Revenue Agency by calling 1-800-959-8281.
- Proof of current income
If Employed – Provide paystubs for the last 3 months
If Self-Employed – Provide Invoices, Statement of Business Accounts, Financial Statements or Bank Statements where payments are made, for the last 3 months
If in receipt of Welfare/Social Assistance/Child Tax Benefits – Provide government issued stubs or Bank Statements where monies are deposited
If Unemployed – Provide Record of Employment (can be obtained at any Service Ontario)
- What is the date of marriage or date of cohabitation;
- What is the date of separation;
- What is the full name and date of birth of former partner/spouse and all children, if any;
- Whether you or your former partner/spouse were previously divorced, and if so when and where;
- Please provide the work history and highest level of education of yourself and your former partner/spouse;
- Please provide us with a brief synopsis of the family-history including when and how you met your former partner/spouse, what were some relevant/important moments in your relationship and what were some key factors leading to the breakdown of your relationship?
- What is your and your former partner/spouse’s annual income for the last 3 years?
Do you or your former partner/spouse have a criminal record?
- Are the children enrolled in any extra-curricular activities?
- Have you incurred any medical and/or educational expenses for the children since the date of separation?
- Does either party have any other children?
- What is the address of matrimonial home.
- Who is on title to the matrimonial home.
- What is the approximate value of the matrimonial home at the date of marriage and the date of separation.
- What are the living arrangements post-separation?
- Have there been any voluntary support payments?
- What is the current access/physical custody arrangement with respect to the Children?