How should I prepare for my first appointment with my attorney?

Taking the first step to see an attorney about a family law matter can seem daunting.  At Sweeney & Neary, LLP, we want you to feel at ease and be prepared so that we can cover the questions you have.  The first step is to gather the documents that may be important to a full discussion of your case.  Before your appointment, gather the following documents:

  • Tax Returns (preceding 3 years)
  • Business Tax Returns (preceding 3 years)
  • Paystubs
  • Mortgage Statement(s)
  • Stock Options/Restricted Stock Units (RSUs) statements with Granting and Vesting Schedules
  • Bank Statements
  • Retirement Statements
  • Investment Account Statements
  • Loan Statements
  • Credit Card Statements
  • Life Insurance Policies
  • Childcare cost, daycare/private school tuition

Having these documents available to you and your attorney at your first meeting will help give your attorney a full picture of the financial issues that will be discussed.  If you do not have access to all of the documents listed, or do not feel able to gather them all at this time, do not worry.  We can still discuss all of your concerns and advise you as to the next steps in the process.  The attorneys at Sweeney & Neary, LLP will be able to help you navigate through the discovery process to ensure that you have all the information you need to make an informed decision about your marital assets.

Sweeney & Neary, LLP is a premier family law firm located in southeastern Pennsylvania that provides individuals with matrimonial and family law legal counsel and representation in alimony, child support, child custody, divorce, cohabitation, grandparents’ custody rights, equitable distribution, marital settlement agreements, prenuptial and postnuptial agreements, separation agreements, spousal support, matrimonial taxation issues and related legal matters. The practice at Sweeney & Neary, LLP centers on four core principles: experienced guidance, compassionate advice, powerful advocacy and knowledge of the local courts and counsel. The firm prides itself on leadership within the profession and a strong record of success.