What to Tell Your Lawyer Before the Consultation

The biggest things that I ask clients about, or potential new clients about, tell me about your assets, your bank accounts, your retirement accounts, your, the real property that’s owned, automobiles, are they owned or leased, checking accounts, savings account, income, pay stubs, pay records, tax returns. We also ask about credit cards, other liabilities, do you have any judgments against you? Is there a mortgage on the house? Is there a car loan on the car? Do you have a lease agreement for the car? So the best thing that people can do before they come to the consultation is try to get a handle on the finances to their best of their ability and maybe even come in with some statements that show values or balances and accounts.

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