Divorce lawyer consultation checklist: what to prepare and bring

Organized facts make a first consultation shorter and more useful. Use this checklist to prepare before you meet a divorce or family lawyer. Fill in what you know and leave the rest blank.

Last reviewed: September 30, 2026 · VettedCounsel

Educational information, not legal advice. Written for the U.S. and Canada. Rules and official resources vary by state and province and change over time. Confirm anything important with the official source where you live or with a qualified lawyer. How we work.

Before you book

  • Choose two or three lawyers to meet, not one.
  • Check each lawyer’s license and any public discipline with the official source: your state’s lookup in the U.S. (how) or your law society in Canada (how).
  • Ask what the first consultation costs and how long it lasts.
  • When you book, mention any court date or deadline you already know about.

Want the core questions on one page? Get the free consultation sheet by email.

Facts to write down

  • Date of marriage, and date of separation if any.
  • State or province, and county or region, where you live.
  • Children: number and ages.
  • Your work and approximate income, and your spouse’s.
  • Main assets, with rough values: home, retirement accounts, savings.
  • Main debts, with rough amounts: mortgage, loans, cards.
  • Any existing court orders or written agreements.

Documents to bring (copies, not originals)

  • Any court papers you have received or filed.
  • Recent tax returns and pay stubs.
  • Recent bank, investment and retirement statements.
  • Mortgage, loan and credit card statements.
  • Any prenuptial or other agreement between you.
  • A one-page timeline of important dates and events.

Ask the lawyer what else they need. Keep originals at home, and keep your notes somewhere private.

Topics to raise if they apply

  • You are covered by your spouse’s health insurance.
  • One of you owns a business, or an asset that may need a professional valuation.
  • One of you may move with the children.
  • You have concerns about safety, for you or for the children.

If you are in danger, contact emergency services first. In the U.S., the National Domestic Violence Hotline is 1-800-799-7233 (thehotline.org); in Canada, sheltersafe.ca lists the help lines for each province and territory.

During the consultation

  • Ask every lawyer the same questions: see questions to ask a divorce lawyer.
  • Write down the answers on fees, the retainer and who does the work.
  • Ask for the fee agreement so you can read it at home before you sign.

After the consultation

  • Note what you learned the same day, in the same format for each lawyer.
  • Compare the lawyers side by side before deciding.
  • Read the engagement agreement line by line, and ask about anything unclear.

Go further

Our screening workbooks turn these steps into a complete, fillable record, with practice-specific questions, a retainer or contingency-agreement checklist, and a side-by-side comparison. One-time purchase from $27.

Free resource / record 02

Take five better questions into the room.

Download a concise consultation-preparation sheet to organize the questions, notes, and practical details you want to raise before speaking with a lawyer.

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Scope
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This sheet provides general legal information for educational purposes only. It does not constitute legal advice and does not create an attorney-client relationship.

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