HOW TO FILL OUT INTAKE SHEET: ALL PROVIDED INFORMATION IS CONFIDENTIAL.
Section A. Personal Information:
|
You may leave out social security number, don't skip age or marital status. |
|---|---|
Section B. Real Estate:
|
You own property if your name is on the Deed. Go to www.zillow.com to get an estimated present value. Own more than 1 property? List each on a separate sheet of paper with same information. Provide Profit & Loss Statement if a real estate property has been rented in past 6 months or is currently rented to tenants. |
Section C. Vehicles:
|
Go to www.kbb.com to obtain current valuation. Select appropriate year, make & model, applicable options, mileage, choose Private Sale & select appropriate condition of vehicle. Save the valuation results as a PDF file & email to attorney. Do not forget to list current balance owed on any car loans. For motorcycles, recreational vehicles, or cars more than 10 years old go to www.nada.com. |
Section D. Debt Information:
|
Give a simple estimate. Details will be verified later with a special credit report. |
Section G: Assets:
|
Do not leave anything blank, use ZERO or N/A where applicable. If you're not sure mark with a question mark. Your attorney wants to confirm that your assets are exempt under the California law. |
Section H: Employment Income:
|
SKIP THE CALCULATIONS IF YOU ARE PROVIDING INCOME DOCUMENTATION. Include spouse even if spouse not filing. |
Section I: MONTHLY EXPENSES:
|
This is an important section. If you haven't been keeping track of your expenses, review your bank statements, bills, and receipts. Don't forget annual, semi-annual expenses, and quarterly expenses (divided by appropriate # of months, for example: $500/year car insurance premiums is $60/month. $500 divided by 12 = $60). Self employment business related expenses go on a Profit & Loss Statement to prevent double counting. TYPICALLY UNDERSTATED CATEGORIES: Vehicle Upkeep: include regular maintenance: oil changes, replacement of wipers and tires (include these items even if your financial situation has prevented you from properly maintaining your vehicle and/or services are overdue) parking, tolls. Average your annual expenses: smog check, registration, license fees. Food: Be realistic. Unless you are receiving food stamps or living on rice and beans is it possible to feed a family of 3 on $300 a month? That's less than 4 dollars a day per person. Clothes: Growing children or holding a professional job which demands professional attire can mean higher spending. Even if you are frugal, shoes and underclothes need regular replacement. Unreimbursed health care: Do not include expenses reimbursed by your insurance. Include only non-reimbursed expenses such as: contact lenses, glasses, prescriptions, co-pays, dental cleaning, chiropractic care. Other Expenses: If you have expenses not listed on this schedule, discuss it with attorney.
|
