Bruce Law Firm Background Information & Goals Questionaire

Our Firm wants to make your upcoming consultation and strategy session as informative and productive as possible. Providing the information requested below will allow the Firm to be informed about your questions, concerns, goals and objectives in advance of your upcoming meeting with our attorneys.

If there is a question that you do not know the answer to below, please either state that you do not know the answer or skip the question. The question can then be discussed during your upcoming meeting.

Please check the box at the bottom of this form to receive a copy of the information submitted.

Please keep in mind that submitting this form does not create an attorney-client relationship between you and the Firm.


Please list your full name.


Please list any questions you would like to have answered when you meet with one of the firm's attorneys as well as any specific concerns you have about your current situation. During the consultation, the attorney will address your questions and concerns.


Please explain what will be most important to you in the event you end up seeking a divorce. If you have any specific goals at this point, please list them here so that the attorney will know what is most important, and be prepared to discuss your goals with you.






Please upload any files that you believe the Firm's attorneys should review prior to your upcoming meeting. The files can include copies of any court documents filed, question lists, descriptions of property, tax returns, etc.


Please enter the date of your marriage. If you do not know the exact date, please estimate the date.


Please enter your date of birth.


If applicable, please explain any issues with your health that affect your ability to earn income or care for any minor children. If you are disabled or have had any major health issues in the past five years please describe here in as much detail as possible.


Please describe your education (including degrees obtained and degree date) and detail any active or expired professional/occupational licenses.


Please give the information below concerning the source and amount of your income on an annual basis. Please try to give as much information as possible, and include income from employment, business and investment income, and any other sources of income.


Please list your spouse's name.


Please enter your spouse's date of birth.


If applicable, please explain any issues with your spouse's health that you believe actually or potentially limit their ability to earn income or care for minor children (if applicable). If your spouse is disabled or has had any major health issues in the past five years please describe here in as much detail as possible.


To the extent you know, please describe your spouse's education (including degrees obtained and degree date) and detail any of their active or expired professional/occupational licenses.


Please give the information below concerning the source and amount of your spouse's income on an annual basis. Please try to give as much information as possible, and include income from employment, business and investment income, and any other sources of income.


For each real estate property owned by you and/or your spouse, please provide the following information to the extent it is known to you:

(1) Address of the Property.

(2) Use of the property (do you reside in the property, rent the property, or is the property vacant or undeveloped?).

(3) Current Value of the Property (appraised value or your estimated value).

(4) Debt owed on the property and description of whether you and/or your spouse is responsible for the debt if known.

(5) Who is listed on the deed/title to the property and has this changed since the property was originally acquired?

(6) Was the property owned prior to the marriage or purchased with either a gift/inheritance/or property owned before the marriage by you or your spouse? If so, please describe.



Please list the following information for each known checking account, savings account, investment/brokerage account, retirement account (IRA/401k/etc., and pension:

(1) Who owns the account (is it in your name or joint names?).

(2) Approximate value of the account.



For each corporation, business, partnership owned by you or your spouse, please provide the following information:

(1) Name of the entity;

(2) Who are the owners/shareholders and what are the ownership percentages?

(3) Description of the business, or purpose of the entity (is the entity an operating business, a real estate holding company, or special purpose entity?).

(4) Net Value of the entity if known.



Please list the major debts of you and your spouse, including the approximate amount of the debt.


If either you or your spouse inherited any assets or received any substantial gifts during your marriage, please list the following information:

(1) Who received the inheritance/gift.

(2) If the inheritance/gift was of money, what was the amount, where was the money deposited, and does any amount still exist?

(3) If the inheritance/gift was of property, does the property still exist and what is the estimated value?



For each child of the marriage under the age of 18, please provide the following information:

(1) Name of Child.

(2) Birth date of Child.

(3) Description of whether the child has any special needs or health issues.



If applicable, please explain any criticisms/concerns that you have about your spouse's parenting abilities. Also, if you believe that your spouse has criticisms/concerns about your parenting abilities, please describe as well.


If you and your spouse have agreed to any type of visitation/custody arrangement for after the divorce, please describe the agreement. Otherwise, please provide the following information about your preferences for your children after the divorce:

(1) How will the children spend time between you and your spouse during the school year, summer, and holidays?

(2) Should either you or your spouse have any conditions placed on timesharing/visitation with the children?



Please check the option below that best describes your preferred arrangement for paying a lawyer if you intend to hire a lawyer to assist with your divorce:


Please list your contact information below. Do not list phone numbers or email addresses that are not private, or cannot be called.






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