- Any agreements or Court Orders;
- A completed initial interview form;
- Picture Identification (i.e. driver’s license or passport)
- A copy of the Vital Statistics Marriage Certificate, if you have one;
- Information about your income, your spouse’s income and your finances.
- Details of the parenting agreement.
Notice to Disclose - Financial Information
Generally full financial disclosure is exchanged by parties who are getting a divorce and dividing their property. The Alberta Rules of Court contain a form called a Notice to Disclose. It is very common that the list of financial disclosure contained in a Notice to Disclose is exchanged voluntarily in divorce and property proceedings. If you are able to put together some or all of this information, for both you and your spouse, it will be useful for the initial interview and will save the cost and time involved to gather this information, after you have retained counsel.
The List of Disclosure Contained in a Notice to Disclose is:
- 3 most recent income tax returns and Notices of Assessment;
- 3 most recent financial statements for any business in which either party owns more than 1 %;
- 3 most recent pay stubs;
- 6 most recent bank account statements for all bank accounts, business, personal and joint;
- 3 most recent credit card statements for all credit card, business and personal;
- most recent statements for all investments and other debts;
- most recent pension statement;
- sworn net worth statement (bring the information to complete this only);
- list of childcare expenses, health related, school, extracurricular expenses and post-secondary education expenses for the children;
- a budget, if spousal support is an issue;
- list of any property owned before the marriage, inherited, received as a gift to one party or received as an insurance settlement for an injury, provided the original amount at date of marriage, or when received, can be traced to an existing asset. received as an insurance settlement for an injury, provided the original amount at date of marriage, or when received, can be traced to an existing asset.
- Revising existing Will
- Enduring Power of Attorney
- Changing beneficaries (i.e. insurance policy, RRSP, etc.)
- Personal Directives