Lauser Law
828-A Main Street
Martinez, CA 94553
925-372-5449
lauserlaw@gmail.com
|
|
How to be
prepared
It is helpful to
come to an appointment prepared, as best you can, with the information
needed to properly allow us to evaluate the legal issues that concern you.
The following checklist of items would be helpful in evaluating your case.
This is not a prerequisite for your making or coming to an appointment.
Forms are available for you to bring to your appointment if you so desire.
All information that you bring to the appointment will be strictly
confidential and is covered by the attorney-client privilege. However, do
not send this information prior to your appointment. Until the
attorney-client relationship is established, there may not be the privilege
of confidentiality. The following are helpful tips for our clients:
Divorce |
Custody Modifications |
Support Modifications
Prenuptial Agreements
|
Probate |
Trust Administration |
Conservatorship |
Guardianship |
Adoption
(1)
Divorce
(a)
Schedule of Assets and Debts
(b)
Income and Expense Declaration
(c)
Information and background sheet
(d)
If case is ongoing all pleadings and correspondence relating to your
case
(e)
Deeds and property tax statement to any property owned by you
(f)
Automobile, motor home, boat, trailer registration or certificate of
title
(g)
Current bank account statements
(h)
Stock certificates and current broker account and mutual fund
statements
(i)
Life insurance policies
(j)
Pension and/or retirement plan information
(k)
Any current ownership document on any other asset owned by you or
your spouse
(l)
Last two years' income tax returns
(m)
Your three most recent pay stubs
(n) Your spouse's three most recent pay stubs
(o) Current debt statements
(2)
Custody Modifications
(a)
Judgment or Orders establishing custodial rights
(b)
Any reports from mediators or evaluators regarding custody
(c)
Any school, doctor, or therapist records, if relevant
(d)
Any police reports that you feel are relevant, especially relating to
domestic violence
(e)
Any other written information that you feel is relevant to the issue
of child custody.
(f)
Information and background sheet
(top)
(3)
Support Modifications
(a)
Judgment or Orders relating to the issue of child and spousal support
(b)
Income and Expense Declaration
(c)
Your and your current spouse's last three pay stubs and last two
years' income tax returns together with all W-2's, Form 1099's, and K-1's
(d) Any information relating to the other party's income
(e)
Information and background sheet
(top)
(4)
Prenuptial agreements
(a)
Information and background sheet
(b)
Deeds and property tax statement for any property owned by you
(c)
Automobile, motor home, boat, trailer registration or certificate of
title
(d)
Current bank account statements
(e)
Stock certificates and current broker account and mutual fund
statements
(f)
Life insurance policies
(g)
Pension and/or retirement plan statement or booklets
(h)
Any current ownership document on any other asset owned by you
(i) Last two years' income tax returns
(j) Statements on all current debts owed by you
(top)
(5) Probate or if no will
(interstate administration)
(1) Information and background sheet
(2) Death Certificate of decedent
(3) Original Last Will and Testament of the decedent.
(4) If any spousal, heir, or nominated executor has died, his or her death
certificate.
(5) Deeds and property tax statement to any property owned by decedent
(6) Automobile, motor home, boat, trailer registration or certificate of
title
(7) Current bank account statements
(8) Stock certificates and current broker account and mutual fund
statements
(9) Life insurance policies
(10) Pension and/or retirement policies
(11) Any current ownership document on any other asset owned by decedent.
(12) Last two years income tax returns.
(13) Address of any person named in the will and any heir at law, namely
spouse, child, grandchild. If the decedent had an address book, please
bring it to the first appointment.
(top)
(6) Trust Administration
(1) Information and background sheet
(2) Death Certificate of decedent
(3) Original Trust Agreement and the Last Will and Testament of the decedent
(4) If any spouse, heir under the will, or nominated trustee has died,
provide his or her death certificate.
(5) Deeds and property tax statement to any property owned by decedent
(6) Automobile, motor home, boat, trailer registration or certificate of
title
(7) Current bank account statements
(8) Stock certificates and current broker account and mutual fund
statements
(9) Life insurance policies
(10) Pension and/or retirement and/or employment death benefit information
(11) Any current ownership document on any other asset owned by decedent
(12) Last two years' income tax returns
(13) Address of any person named in the trust and any heir at law, namely
spouse, child, grandchild. If the decedent had an address book, please
provide it at the first appointment.
(top)
(7) Conservatorship
(1) Information and background sheet
(2) Copy of any Trust Agreement, Last Will and Testament, Power of Attorney,
and health care directives of the proposed conservatee, if available.
(3) If any spouse, child, grandchild, parent, or sibling has died, please
provide the death certificate. (Only if readily available; if not, then, if
possible, provide the date and location of death.)
(4) Deeds and property tax statement to any property owned by decedent
(5) Automobile, motor home, boat, trailer registration or certificate of
title
(6) Current bank account statements
(7) Stock certificates and current broker account and mutual fund
statements
(8) Life insurance policies
(9) Pension and/or retirement information
(10) Any current ownership document on any other asset owned by the proposed
conservatee
(11) Last two years' income tax returns
(12) Addresses of any living spouse, child, grandchild, parent, and sibling
of the proposed conservatee. If the proposed conservatee has an address
book, please provide it at the first appointment.
(13) Name, address, and any reports of any treating physician of the
proposed conservatee
(14) If problems with elder abuse any police reports relating thereto
(top)
(8) Guardianships
(1) Information and background sheet
(2) Birth certificate of proposed ward
(3) Description of any asset of value owed by the ward or to which the ward
is entitled
(4) Address of any living parent , sibling, or grandparent of the proposed
ward
(top)
(9) Adoption
(1) Information and background sheet
(2) Birth certificate of adoptee
(3) Death certificate of any parent, grandparent, sibling, if available. If
not, the date and place of death
(4) Regarding adopting parent:
(a) Birth certificate
(b) Marriage certificate
(c) Divorce decree relating to any former marriage
(d)
(5) Address of any living parent of the proposed adoptee
(top)
|
 |
|
