Pre-Consultation Form

Our expertise suits clients who have complex issues around relationship property. Examples include people who have trusts, companies and also a disparity in incomes between husband and wife.

To understand your unique situation, the first step is to fill out this form so Jeremy can match his suitability to your case. After he has received it, and agreed to meet you, he will send you another form to collect more in-depth detail to brief your initial consultation meeting ($1150).

Before we start

Contact information

This should be a private email address.

Other party

Problem

Lawyers

Income

Other party's income from all known sources

Children

Full name Date of birth Age Living with
1
1
Full name Date of birth Age Living with
1
1

Study or professional assistance

Assets

Please include your own, your partner’s and joint assets

Description Registered Owner(s) and % share Value at date of separation
1
1
Address Date Acquired Registered Owner(s) and % share Value at date of separation
1
1
Description Date established Registered Owner(s) and % share Value at date of separation
1
1
Description Source of funds Primary purpose Value at date of separation
1
1
Description Primary purpose Date acquired Owner(s) and % share Value at date of separation
1
1
Description Name of debtor Name of lender(s) Value at date of separation Is there an agreement?
1
1
Make / model Date Acquired Registered Owner(s) and % share Value at date of separation
1
1
Description Date Acquired Registered Owner(s) and % share Value at date of separation
1
1
Description Date disposed of Proceeds / amount
1
1
Trust name Lawyer contact details Accountant contact details
1
1

Liabilities

Address Mortgagee Amount owing at date of separation Amount paid by you/other party since date of separation
1
1
Description Bank Debtor Amount owing at date of separation Amount paid by you/other party since date of separation
1
1
Description Lender Property secured Amount owing at date of separation Amount paid by you/other party since date of separation
1
1
Description Lender Goods Amount owing at date of separation Amount paid by you/other party since date of separation
1
1
Description Lender Debtor Amount owing at date of separation Amount paid by you/other party since date of separation
1
1