Please complete this questionnaire before your initial consultation. All information is strictly confidential.
Please complete this questionnaire before your initial consultation with Patrick. The more thoroughly you fill this out, the more productive our first meeting will be.
Don't worry about total accuracy. Just do the best you can. All information you provide is strictly confidential. If you have questions or need help with any part of this form, please call our office at (541) 632-4313.
Choose the option that best fits your situation. The form will adapt to ask only the questions relevant to your case.
Tell us about yourself.
Tell us about your spouse or the other parent.
Helps us understand the legal posture of your case.
For each child, tell us a bit about them. Add a row per child.
SSN is confidential β we use it only for court filings and child-support paperwork. If you don't have it handy, leave it blank and bring it to your first meeting.
| Full Legal Name | DOB | SSNi | Grade | School | Current Teacher | Currently Resides With |
|---|
Tell us about the current situation and what you are seeking.
List everything you and your spouse own. Don't worry about precise values β best estimates are fine.
For each asset, check Gift / Inheritance if it came to you (or the other party) as a gift or inheritance, and Pre-Marital if it was owned before the marriage. Leave both unchecked if it was acquired during the marriage with marital funds.
| Description / Address | Separate Property?i | Title (who's on deed) | Market Value | Loan Balance |
|---|
| Institution | Type | Account # (last 4) | Balance |
|---|
| Institution / Plan Name | Type | Account # (last 4) | Separate Property?i | Current Value |
|---|
For market value, a quick look-up at Kelley Blue Book (kbb.com) is usually enough β private-party value is the figure we typically use.
| Year, Make, Model | Titlei | Market Valuei | Loan Balance |
|---|
| Insurance Company | Typei | Face / Death Benefit | Whose Life Insured | Beneficiaries |
|---|
| Business Name | Typei | Ownership % | Estimated Value |
|---|
List each debt by category. If you're unsure of a balance, give your best estimate β we'll firm everything up at the consultation.
Visa, Mastercard, Amex, store cards, etc.
| Creditor | Whose Name | Current Balance | Monthly Payment |
|---|
Auto loans and leases β one row per vehicle.
| Lender | Vehicle (Year, Make, Model) | Whose Name | Current Balance | Monthly Payment |
|---|
Mortgages, second mortgages, HELOCs, and any other loan secured by real estate.
| Lender | Property Address | Loan Type | Whose Name | Current Balance | Monthly Payment |
|---|
Anything else either party owes β medical debt, student loans, personal loans, family loans, IRS/tax debt, judgments.
| Creditor | Type | Whose Name | Current Balance | Monthly Payment |
|---|
A clear picture of both parties' income drives every financial part of the case β child support, spousal support, and equalization.
Tell us what matters most to you. Free-form β write as much or as little as you want.
Upload anything relevant you have on hand. Don't worry if you don't have everything β you can always bring physical copies to your meeting.
A summary of your responses appears below. Review carefully, sign the affirmation, and click Submit.
Secure form β your information is encrypted in transit and protected.
We've received your Family Law intake.
Patrick will review your responses before your initial consultation. If we need any clarification, we will reach out by phone or email.
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