Start with urgent practical concerns

Tell the attorney about any existing case, court order, hearing, or papers you have received. Explain concerns about housing, access to money, health coverage, or personal safety. If someone is in immediate danger, contact emergency services rather than waiting for a routine consultation.

Describe the current living arrangement and what you need to keep functioning over the next few weeks. Ask which issues may require prompt legal action and which can be addressed through ordinary planning. Do not assume an informal understanding changes an existing court order.

Make a household financial snapshot

List the main sources of income, regular expenses, assets, and debts. Include accounts or obligations in either spouse’s name that you know about, and mark missing information honestly. Useful records may include recent tax returns, pay statements, account statements, mortgage information, and existing agreements.

Gather copies you are entitled to access. Do not bypass passwords, impersonate another person, hide assets, or destroy records. Tell the lawyer if information is unavailable or controlled by someone else. The attorney can explain the appropriate process for obtaining it.

Financial disclosure requirements are specific to the jurisdiction and stage of the case. An organizational worksheet helps a consultation, but it does not replace required forms or a lawyer’s instructions.

Describe your children’s actual routine

A parenting conversation benefits from concrete details. Write down school schedules, care arrangements, medical needs, activities, transportation, and each parent’s existing responsibilities. Explain where the current arrangement works and where it creates difficulty.

  • Who handles school and child-care transitions?
  • What travel or work schedules affect availability?
  • Which decisions need a reliable communication process?
  • Are there safety concerns the lawyer needs to address privately?

Keep this account focused on the children’s needs. Avoid asking them to choose sides or making them responsible for carrying messages between adults.

Ask how different approaches would work

Discuss negotiation, mediation, and litigation as processes with different demands. Ask whether a proposed approach fits the level of cooperation, access to information, and safety concerns in your situation. An agreement is useful only when you understand its terms and consequences.

Clarify whether the professional you are speaking to would represent you individually or serve in a neutral role. A mediator’s role is different from your own attorney’s role. Ask what independent advice you may need before signing an agreement.

Leave with a manageable action list

Ask for the first few actions in order of urgency. These may include preserving records, confirming a response date, preparing a financial summary, or reviewing temporary arrangements. Be clear about who is responsible for each task.

Avoid major financial or parenting changes based solely on a general article. Moving money, leaving a home, relocating with a child, or changing insurance can have consequences that depend on the facts and local law. Bring the question to counsel first when possible. Keep the consultation notes and any proposed agreement somewhere you can access safely.

Your preparation checklist

  • Court papers and existing orders
  • Income, spending, assets, and debt summary
  • Relevant financial documents
  • Children’s current schedules and care needs
  • Questions about immediate housing or safety concerns

Background: California Courts guidance on financial disclosures and written divorce agreements. State-specific procedures should not be generalized nationwide.