Have these ready!

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?



Helpful Links

At Cartaya Law, we believe in empowering and educating our clients. We know legal proceedings can be daunting and no help is ever enough, so here is a list of resources we think could help:

  1. Legal Line :

A free, thorough and easy to understand website that contains over 1,200 answers to help you navigate through complex legal proceedings. Their information is available in 107 languages and they offer live telephone help Monday to Friday / 9 – 5 p.m.

Legal Line prt screen

2. Legal Aid Ontario  :

For persons of limited means, Legal Aid Ontario offers certificates which allow clients to access legal services they couldn’t otherwise afford. The website explains the requirements and steps obtain a certificate as well as other relevant legal aid information. Not all Ontario lawyers accept Legal Aid certificates, so always check first! (At Cartaya Law we are proud to accept Legal Aid clients.)

Legal Aid Ontario

 3. LawFacts – A Guide From Legal Aid Ontario :

As their website explains “Written by Legal Aid Ontario lawyers and staff from across Ontario, the goal of LawFacts is to answer questions about common legal issues and improve access to justice for all Ontarians”. Although the page needs some optimization and at times can take longer to load, it has helpful information on legal areas such as Family, Criminal, and Refugee Law.

LawFacts legal aid

  4. CLEO  :

Community Legal Education Ontario has a well-organized and easy to understand website that will show you interactive flowcharts, guides and charts, as well as workshops and webinars. The website is very dynamic and offers content in multiple languages.


 5. Law Society of Ontario :

The Law Society of Ontario is the regulatory body for lawyers and paralegals practicing in the province. It offers legal resources ranging from lawyer and paralegals directories to guides about handling everyday legal problems.  Its information topics cover the areas of Government Resources, Boards and Tribunals, Civil Law, Criminal Law, Family Law, Immigration, Wills and Estates, and Tickets and Fines.