Bring court papers and identify immediate needs
Gather any petition, citation, existing order, proposed agreement or notice of a hearing. Include documents labeled standing orders or temporary orders. Ask Jon which provisions apply to your situation and what they require before making changes to finances, living arrangements or parenting routines. Flag upcoming dates and any urgent concern about personal safety or a child.
Build a financial snapshot
List the assets, debts, income sources and regular expenses you know about. Include relevant account statements, tax returns and property documents that you already have access to. Identify a business, retirement account or property interest that may need valuation. Note questions about ownership or missing information without guessing at the answers.
- Income records and a realistic monthly budget
- Bank, retirement and debt statements
- Real estate, business and insurance information
Describe the children’s daily routines
For a parenting matter, prepare a calendar of school, childcare, activities and medical needs. Describe the current schedule and practical concerns such as transportation or work hours. Bring existing parenting orders and relevant communications. Ask how proposed arrangements can address the children’s needs, and explain the reasons behind your priorities in concrete terms.
Prepare for decisions and possible agreement
Separate urgent decisions from longer-term goals. Write down what you hope to resolve and where you need more information. Ask about mediation, negotiation, preparation for court and the role of temporary arrangements. Discuss how property valuation, financial records and parenting concerns could affect those conversations. Leave the consultation knowing what to gather next and how future communication will work.
General information only. A conversation about your specific circumstances is needed to assess options and timing.
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