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REVISED Required Financial Documentation (with additional business-related items) (95 downloads)

Ken Proudman - view Arbitrator profile
  BARR LLP
   Edmonton, Alberta


The revised version provides additional notes, cleans up some language, and focuses on the business disclosure which is most likely to be crucial, based on recent decision pertaining to business disclosure.

Checklist of financial disclosure to be handed to clients. I've added a few useful business-related documents, but this checklist can be provided to all clients.

I quickly go through it with clients to see what applies, check off what does, and make a photocopy for our office. That way my assistant can see what still needs to be provided.

Revised version presented at the Canadian Bar Association's Family Section meeting January 10, 2019.


Download Mandatory Documentation v3 - DOCX file attached - Feb 5, 2019

Caution: we recommend that you scan this file for viruses and malware prior to opening or otherwise using it.

1 3 years ago - edited 3 years ago

Anonymous 2018
   Edmonton Region, Alberta


Thanks for making this available. I want to compare this document with what I normally ask for disclosure.

1 3 years ago

Ken Proudman - view Arbitrator profile
  BARR LLP
   Edmonton, Alberta


Just uploaded a slightly-tweaked version (v3)

0 3 years ago

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