CLIENT INFORMATION SHEET
DATE:_____________ CLIENT HUSBAND/WIFE
HOW DID YOU HEAR ABOUT THIS
LAWFIRM:
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Attorney:_________________________ Website:__________________
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Previous Client: ___________________ Other: _____________________
NAME:_______________________________________________________________________
First Name Middle
Name Last Name
Street Address City, State Zip
BILLING ADDRESS (If Different):
_______________________________________________________
SOCIAL SECURITY
NUMBER:_____-____-_______ DATE OF
BIRTH:_____________
DRIVERS LICENSE
NUMBER:_____-____-_______ COUNTY:____________________
HOME PHONE: (
) __ ____ WORK PHONE: ( )__________________
CELL/PAGER:_( )_____________________ FAX NUMBER: ( )__________________
Resident of your County for 30 days (yes/no) and the State of Oklahoma for 6 months (yes/no)
OCCUPATION:_________________________________ SALARY:___________________
Paid: Weekly/Bi-Weekly/Monthly/Semi-Monthly
EMPLOYER:
___________________________________ EMPL. DATE:________________
ADDRESS:___________________________________________________________________
Street Address City, State Zip
Check here if exempt from FICA ڤ and/or
Medicare ڤ
DATE
SEPARATED:__________________
NAME:_______________________________________________________________________
First Name Middle
Name Last
Name
Must have for service of Petition Street Address City, State Zip
DRIVERS LICENSE
NUMBER:____-____-______
OCCUPATION:_________________________________ SALARY:____________________
Paid:
Weekly/Bi-Weekly/Monthly/Semi-Monthly
EMPLOYER:
___________________________________ EMPL. DATE:________________
ADDRESS:___________________________________________________________________
Street Address City, State Zip
Check here if exempt from FICA ڤ and/or
Medicare ڤ
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DOES SPOUSE HAVE CHILDREN FROM A PREVIOUS MARRIAGE:
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YES NO
WE MUST HAVE ALL OF THE ABOVE INFORMATION AT SOME POINT IN YOUR CASE. PLEASE COMPLETE ALL OF THE ABOVE INFORMATION.
CHILDREN:
First
Name Middle
Name Social
security # DOB Age Live with
1._________________________________________________________________________M/F__
2._________________________________________________________________________M/F__
3._________________________________________________________________________M/F__
4._________________________________________________________________________M/F__
5._________________________________________________________________________M/F__
__________________________________________________________________________
______________________________________________________________________________________________________________________________________________________
ڤ Yes ڤ No If YES explain,________________________________________________
___________________________________________________________________________
a. Father_____________%
b. Mother____________%
§ Please express your proposed Child visitation ___________________________________
___________________________________________________________________________
Expenses
paid by Mother/Wife Expenses
paid by Father/Husband
Parent’s Health Ins. Cost:_________ Parent’s Health Ins. Cost:_________
Children’s Health Ins Cost:________ Children’s Health Ins. Cost:_______
Employ. Day Care Cost:__________ Employ. Day Care Cost:__________
TEMPORARY
ORDERS
If you want a temporary order for support or restraining order, please indicate if, while this proceeding is pending, you want the Court to award you:
Request of the Court |
Yes |
No |
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Possession of the marital
residence |
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Custody of the minor
children |
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Temporary Child Support |
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Temporary Spousal Support |
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Possession of Vehicle
(Describe): |
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Temporary attorney fees and
court costs |
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Order directing Spouse to
leave home immediately |
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Order directing Spouse to
remain away from you and/or children |
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Order restraining from
selling or disposing of any asset |
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1. Since the date of separation, have you received OR paid any Child Support to your spouse? ڤ Yes ڤ No If your answer is YES, how much have you received or paid, give dates and amounts and how paid:
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DATE |
AMOUNT |
RECEIVED/PAID |
CHECK/CASH/MO |
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If your answer is NO, why have you not paid or received child support from your spouse?_______________________________________________________________________________________________________________________________________________
NAMES, ADDRESSES AND DATES OF PERSONS THE MINOR CHILD(ren) HAVE LIVED WITH FOR THE PAST FIVE (5) YEARS:
TO:FROM NAME ADDRESS
__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
MUST HAVE
THIS INFORMATION TO FILE OR ANSWER ANY PLEADING.
INCOME:
INCOME INFORMATION |
HUSBAND |
WIFE |
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Gross monthly income from salary and wages, including commissions, bonuses, allowances and overtime |
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Income is paid weekly, bi-weekly or monthly |
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Income from Pensions and Retirement |
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Income from Social Security |
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Income from Disability and Unemployment Insurance |
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Income from Public Assistance (welfare, AFDC payments, etc.) |
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Child support from any prior marriage |
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All other Sources (specify) |
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AMOUNT OF GROSS INCOME: |
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DEDUCTIONS FROM GROSS
INCOME: |
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State Income Tax |
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Federal Income Tax |
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Number of Exemptions taken |
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Medical Insurance Premium |
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Life Insurance Premium |
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Union or other Dues |
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Retirement or Pension Fund |
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Savings Plan |
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401K Plan |
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Credit Union |
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Other Deductions (Specify) |
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TOTAL DEDUCTIONS: |
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TOTAL GROSS INCOME LESS
TOTAL DEDUCTIONS: |
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MARITAL
ASSETS:
Automobiles:
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Auto year/make |
Vin # |
Titled |
Value |
Owed |
Payment |
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1. |
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H/W/J |
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2. |
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H/W/J |
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3. |
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H/W/J |
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4. |
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H/W/J |
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Cash and
Deposit Accounts:
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Bank/Credit Union |
Account # |
Type |
Bal at marriage |
Bal at Petition |
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1. |
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CH/SA |
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2. |
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CH/SA |
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3. |
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CH/SA |
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4. |
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CH/SA |
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Securities –
Stocks, bonds, etc.
Name of Company |
Account # |
Shares |
Value |
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1. |
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2. |
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3. |
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4. |
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TOTAL: |
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Life
Insurance:
Name of Company |
Policy # |
Beneficiary |
Face Amount |
Cash Value |
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1. |
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2. |
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3. |
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TOTAL: |
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Profit
Sharing, 401K or Retirement
Name of Account |
Owner |
Bal at Marriage |
Balance at Petition |
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1. |
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2. |
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3. |
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4. |
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Business
Interest:
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Name of Business |
Share |
Type |
Value |
Debt |
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1. |
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2. |
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3. |
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TOTAL: |
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Real Estate:
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Legal Description (Attach copy of Deed) |
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Street Address |
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Type of Property |
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Date of Acquisition |
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Original Cost |
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Cost of Additions |
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Total Cost |
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Total Present Value (Attach most recent
Appraisal) |
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Mortgage Balance |
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Other liens |
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Equity |
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Monthly Mortgage Payment |
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Mortgage Holder |
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Taxes |
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Individual Contributions |
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**If there
is more than one parcel of real estate owned, attach sheet with identical
information for all additional property.
Other
Marital Assets: Complete Schedule “1”
Separate
Assets: Complete Schedule “2”. To be a separate asset it must have been
obtained before the marriage, by inheritance, or as a gift.
DEBTS:
Marital
Debts: Complete Schedule “3”
Separate
Debts: Complete Schedule “4”. Incurred prior to marriage, after
separation, without the knowledge of the other party and paid only with
separate funds.
CONTESTED
ISSUES
1. Will your spouse contest this divorce action as to the custody of the child(ren)?
ڤ Yes ڤ No
If your answer is YES, state the reasons:_____________________________________
________________________________________________________________________
2. Will your spouse contest this divorce action as to the division of property?
ڤ Yes ڤ No
If your answer is YES, state the reasons: ____________________________________
________________________________________________________________________
3. Will your spouse contest payment of support alimony?
ڤ Yes ڤ No
If your answer is YES, state the reasons: ____________________________________
________________________________________________________________________
4. If your spouse will NOT contest this action, will he/she execute a WAIVER?
ڤ Yes ڤ No
5. If your spouse will NOT sign a waiver, where is the best place to have him/her served with the Divorce Petition (address)?___________________________________
6. Have you or your spouse ever filed for Divorce from the other? ڤ Yes ڤ No
If your answer is YES, date the action was filed:_______________________________
In what State and County was the action filed:________________________________
WIFE’S
MAIDEN NAME
WOMEN ONLY: At the time of the final Decree, do you wish to be restored to your maiden name or a previous name? ڤ Yes ڤ No
NAME (First, Middle and Last):____________________________________________
COMMENTS
_________________________________________________________________________________________________________________________________________________________________________________________________________________________________
I have read the above and foregoing document and have provided the information as requested. The information is true and correct to the best of my knowledge and belief.
DATE:_____________________ __________________________________________
Client Signature
FOR OFFICE USE ONLY
Fee Arrangements:
Retainer of $_______ Received on ________ Replenish Trust in $___________ Increments
Estimated Fee of $____________ to $_____________
CASE DESCRIPTION:_____________________________________________________________
NOTES:___________________________________________________________________
___________________________________________________________________________