Divorce Intake Form

Your Information

First Name *

Last Name *

Email Address *

Phone Number *

Street Address *

Apt / Suite / Unit

City *

State *

ZIP Code *

Date of Birth

SSN (Last 4 only)

Used for plan verification only

Your Role *

Petitioner Respondent

Employer / Occupation

Annual Income

Spouse / Former Spouse

First Name *

Last Name *

Phone

Street Address

City

State

ZIP Code

Date of Birth

SSN (Last 4 only)

Employer / Occupation

Attorney Information (optional)

Your Attorney

First Name

Last Name

Law Firm

Spouse's Attorney

First Name

Last Name

Law Firm

Case Details

State of Divorce *

Case / Docket Number

Date of Marriage *

Date of Separation

Divorce Finalized?

Date Divorce Finalized

Court Name

Grounds for Divorce

Additional Notes

Children

Include all minor children from this marriage

Are there minor children from this marriage?

Yes No

Financial & Assets

Approximate values are fine

Real Estate / Property

Marital Home Value

Mortgage Balance

Retirement Accounts

Your Retirement (401k, Pension, etc.)

Spouse's Retirement

Retirement Account Plan Names (if known)

Other Assets & Debts

Bank / Investment Accounts

Credit Card / Other Debt

Support Issues

Alimony / Spousal Support

Child Support

Document Uploads

PDF, JPG, PNG, DOCX — max 25MB per file

Divorce Decree / Separation Agreement

Click to upload or drag and drop

Financial Statements / Tax Returns