CLIENT INFORMATION SHEET

 

DATE:_____________                                                          CLIENT HUSBAND/WIFE

 

HOW DID YOU HEAR ABOUT THIS LAWFIRM:

 

    Attorney:_________________________              Website:__________________

 

    Previous Client: ___________________              Other: _____________________

 

NAME:_______________________________________________________________________

                                First Name                                               Middle Name                            Last Name

 

ADDRESS:___________________________________________________________________

                        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: (      )__________________

 

E-MAIL ADDRESS:___________________________________________________________

 

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 MARRIED:_______________ CITY, STATE:________________________________

 

DATE SEPARATED:__________________

 


 

SPOUSE

 

NAME:_______________________________________________________________________

                        First Name                                                               Middle Name                                            Last Name

 

CURRENT ADDRESS:_________________________________________________________

Must have for service of Petition                             Street Address                                          City,                        State                        Zip

 

SOCIAL SECURITY NO.____-____-______          DATE OF BIRTH:___________________

 

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

 


MINOR CHILDREN:          YES                                         NO     

 

HOW MANY: _______________

 


CHILDREN FROM A PREVIOUS MARRIAGE:            YES                             NO     

 

HOW MANY: ________________

 


DO YOU PAY SUPPORT ON THESE CHILDREN: YES                         NO     

 

IF YES, HOW MUCH $______________

 

DOES SPOUSE HAVE CHILDREN FROM A PREVIOUS MARRIAGE:

 

                        YES                                                     NO

 

 

IF YES, HOW MUCH $________________

 

 

 

 

 

 

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

Possession of the marital residence

 

 

Custody of the minor children

 

 

Temporary Child Support

 

 

Temporary Spousal Support

 

 

Possession of Vehicle (Describe):

 

 

Temporary attorney fees and court costs

 

 

Order directing Spouse to leave home immediately

 

 

Order directing Spouse to remain away from you and/or children

 

 

Order restraining from selling or disposing of any asset

 

 

 

TEMPORARY SUPPORT

 

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:

 

DATE

AMOUNT

RECEIVED/PAID

CHECK/CASH/MO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Gross monthly income from salary and wages, including commissions, bonuses, allowances and overtime

 

 

Income is paid weekly, bi-weekly or monthly

 

 

Income from Pensions and Retirement

 

 

Income from Social Security

 

 

Income from Disability and Unemployment Insurance

 

 

Income from Public Assistance (welfare, AFDC payments, etc.)

 

 

Child support from any prior marriage

 

 

All other Sources (specify)

 

 

AMOUNT OF GROSS INCOME:

 

 

 

 

 

DEDUCTIONS FROM GROSS INCOME:

 

 

State Income Tax

 

 

Federal Income Tax 

 

 

Number of Exemptions taken

 

 

Medical Insurance Premium

 

 

Life Insurance Premium

 

 

Union or other Dues

 

 

Retirement or Pension Fund

 

 

Savings Plan

 

 

401K Plan

 

 

Credit Union

 

 

Other Deductions (Specify)

 

 

TOTAL DEDUCTIONS:

 

 

 

 

 

TOTAL GROSS INCOME LESS TOTAL DEDUCTIONS:

 

 

 


MARITAL ASSETS:

Automobiles:

Auto year/make

Vin #

Titled

Value

Owed

Payment

1.

 

H/W/J

 

 

 

2.

 

H/W/J

 

 

 

3.

 

H/W/J

 

 

 

4.

 

H/W/J

 

 

 

 

Cash and Deposit Accounts:

Bank/Credit Union

Account #

Type

Bal at marriage

Bal at Petition

1.

 

CH/SA

 

 

2.

 

CH/SA

 

 

3.

 

CH/SA

 

 

4.

 

CH/SA

 

 

 

Securities – Stocks, bonds, etc.

Name of Company

Account #

Shares

Value

1.

 

 

 

2.

 

 

 

3.

 

 

 

4.

 

 

 

TOTAL:

 

 

 

Life Insurance:

Name of Company

Policy #

Beneficiary

Face Amount

Cash Value

1.

 

 

 

 

2.

 

 

 

 

3.

 

 

 

 

TOTAL:

 

 

 

Profit Sharing, 401K or Retirement

Name of Account

Owner

Bal at Marriage

Balance at Petition

1.

 

 

 

2.

 

 

 

3.

 

 

 

4.

 

 

 

 

Business Interest:

Name of Business

Share

Type

Value

Debt

1.

 

 

 

 

2.

 

 

 

 

3.

 

 

 

 

TOTAL:

 

 

Real Estate:

Legal Description (Attach copy of Deed)

 

Street Address

 

Type of Property

 

Date of Acquisition

 

Original Cost

 

Cost of Additions

 

Total Cost

 

Total Present Value (Attach most recent Appraisal)

 

Mortgage Balance

 

Other liens

 

Equity

 

Monthly Mortgage Payment

 

Mortgage Holder

 

Taxes

 

Individual Contributions

 

**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:___________________________________________________________________

___________________________________________________________________________