Your First Meeting
Gathering relevant documents before your first meeting with Joyce will help you save time and money.
These documents include:
pay stubs
tax returns
notices of assessment or reassessment
bank statements
insurance policies
pension plans
investment statements
medical and dental benefit plans
mortgage documents
loan statements
credit card statements
lines of credit
Other supporting documents may include:
marriage certificates
prenuptial agreements
birth certificates
marriage contracts
Remember to write down and tell Joyce about pre- or post-separation assets. These assets may include:
inheritance
gifts
insurance settlements
antiques
frequent flyer miles
timeshares
stock options
bonuses
deferred raises
prepaid insurance
other valuable items
If this seems like a lot of paperwork, it’ll ease your mind to know that Joyce is accustomed to sifting through stacks of details. She knows what to look for and how to drill down to the facts and figures that matter.
It’s normal to feel a little overwhelmed or unsure about where to start. To help you stay organized, Joyce has created a series of free and easy-to-use resources that you can download and fill out on your computer print and fill out by hand.