Before You Meet With Your Lawyer

You will need to provide your lawyer with all your personal contact information including mailing address, phone numbers (residence, home and cell), fax numbers and e-mail addresses and advise of preferred methods and times of contact.

Key Documents Or Information Needed By Your Lawyer

DIVORCE AND FAMILY LAW

Names of parties and children, dates and location of births, marriage information and certificate, photo of other party in a Divorce, financial information with figures as correct as possible.  Start assembling documents including Tax returns pay stubs, information on assets and debts.

 

ESTATES

We have a questionnaire we can send you to fill out to provide us with the information we need.

 

ESTATE PLANNING

All names of persons involved, legal descriptions, particulars of corporate and business interests.  Name and contact information for accountant.  Additional information will be requested as we go through the process.

 

LITIGATION AND PERSONAL INJURY

Names and location of all parties, corporate names, copies of contracts, accident reports, names of Drs and other witnesses who might have relevant information.

 

REAL ESTATE

For purchases or mortgages-   legal description of the property, persons to be named on title and form of ownership, fire insurance, source of funds, certified cheque after advised of the amount, other items stated in the contract.

For Sellers-legal description, real property report, possibly well or sewer report on farms or acreages, advice on where to forward sale proceeds, other items stated in the contract.

Leases-Options to buy-etc.-  info on lands, parties, prices or rent, & other terms to be included.

 

SMALL BUSINESSES, CORPORATIONS AND FARMS

Names and addresses of shareholders, directors, parties to agreements, properties, nature of business, name and contact information for accountant.

 

WILLS

your full names plus full names of executors, guardians, beneficiaries and alternates, legal descriptions of lands, specifics on business or corporations owned, exact names for any charitable organizations that may be beneficiaries, general information on assets, particulars of assets out of Alberta, town or city where individuals reside.