Preparing for an Intake Appointment with a Divorce Attorney

Preparing for an intake appointment with a divorce attorney is difficult when you’ve never met with an attorney before, you don’t know what to expect, and/or you don’t know what happens at an intake appointment with a divorce attorney.

appointment with a divorce attorney
Sometimes your divorce attorney will want documents at intake.

 Intake Appointment with a Divorce Attorney: What to Bring

1. Current Court Documents

This refers to any and all court documents you’ve received before your intake appointment with a divorce attorney. For example, if you’ve been served by your spouse or s/he has filed for a divorce in Minnesota, you should have received two documents known as, the Petition and Summons.

It’s essential that you bring these documents (such as, the Petition and Summons) to avoid missing the deadline to contest your divorce and thus, forfeit your right to express your opinion regarding significant aspects of your divorce (such as, property division, child custody and child support).

To illustrate, in Minnesota you only have 30 days to respond after you’ve been served and your reply must be properly formatted into a legal document called, the Answer, which typically also includes one’s Counter-Petition

2. Previous Court Documents

It’s also helpful for you to bring any other court documents from previous divorce and/or family law cases that you were involved in (if any) before this divorce.

For example, if applicable, you’ll want to bring the following documents listed below:

Court documents from any/all previous divorces, such as the Findings of Fact, Conclusions of Law, Order for Judgement and Judgement and Decree.

The judgement and decree is the final Court document that is signed by the Judge, establishes the divorce between the couple, and spells out the duties and responsibilities of each party regarding such matters as, property and asset division, child custody and child support.  

Other family law related court documents, such as Orders For Protection, Recognition of Parentage (ROP’s), Child Support and/or Child Custody Modification Arrangements, etc.

3. Financial and Other Important Documents 

If you have any original financial documents such as, you and/or your spouse’s paystubs, 401k statements, pension plans, tax returns, etc… it’s in your best interest to start collecting these immediately so that you can give them to your divorce attorney.

appointment with a divorce attorney
Pay Stubs are often a key financial document

Although we don’t require original financial documents right away, some law offices like to collect these documents immediately. It’s best if you find out exactly what documents your divorce attorney will require from you at the intake appointment by asking during the consultation or when you’re scheduling the intake appointment.

Also, although most divorce attorneys will ask for such financial documents, if you don’t have access to any of these financials, your divorce attorney can help you get access. In Minnesota, both parties are required to disclose any and all information to one another.

4. Retainer Payment

Most divorce and family law firms require some form of an initial retainer before working on your case. You can think of the retainer as an initial, good-faith deposit that demonstrates you’re ability to hire a divorce attorney and that you’ll use to pay for his/her legal services.

It’s expected that you’ll bring the retainer to the intake appointment when you meet with your divorce attorney. As mentioned in our previous post, you should use the consultation to request information about retainer amounts, payment methods, and fee agreements.

appointment with a divorce attorney
Credit cards are typically accepted for retainers

One last thing about the retainer payment, if someone other than yourself will be paying on your behalf, it’s best that you inform your divorce attorney of this ahead of time (such as, during the consultation or when you’re scheduling the intake appointment).

Some divorce and family law firms will only take checks from a third party. Some divorce and family law firms require the third party to appear in person to confirm identity and to obtain permission; while other divorce and family law firms will take a third party’s credit card number over the phone.

The point is, if a third party will be paying the retainer, you’ll want to know if there are any additional procedures that are required ahead of time to ensure you’re prepared for the intake appointment.    

5. Driver’s License and/or State Id Card

Your driver’s license and/or state identification card will be used by the divorce attorney to confirm your identity at the intake appointment. Identity confirmation is a very important practice because it ensures your safety and confidentiality by preventing someone from obtaining private information about you and your case by pretending to be you.

In addition, if you’re paying the initial retainer with your credit card, your driver’s license or state identification card will prove that you own the account. Lastly, if you’re working with a small law firm or solo practitioner for your divorce, you most likely won’t need to show your I.D. card again to the divorce attorney after the initial intake appointment. 

6. A Guest, such as a Friend or Family Member
appointment with a divorce attorney with family member
You can bring someone with you, but often it’s not a good idea.

We’ve added a guest to the list of things to bring to an intake appointment with a divorce attorney not because you necessarily should or shouldn’t bring someone with you, but because it’s something that you should decide before the  intake appointment with the divorce attorney.

In addition, it’s something that you should discuss with the divorce attorney either during the consultation or when you’re scheduling an intake appointment. Before you decide, know the pros and cons of bringing someone with you to an intake appointment with a divorce attorney.

For other divorce or family law questions, please consult the list to the left or the FAQ page.  If you’re interested in retaining an attorney to help you, please feel free to contact my office for a consultation using the contact information on the left or the contact form on the Majeski Law home page.  For Court rules, please click here.