FamilyCounsel.ca
DivorceArbitrations.ca
Need a decision, but clients don't have the resources or time to wait for a trial?
Consider Family Law Arbitration
(website with advantages, FAQs,
Directory, and Calendar)
Phone and video arbitration available

Downloads

 

Back to Client Handouts

REVISED Required Financial Documentation (with additional business-related items) (43 downloads)

Ken Proudman - view Arbitration availability
Barr Picard Law (Alberta. Joined 2017)

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.

0 21 months ago - edited 20 months ago

Anonymous
(Alberta. Joined 2018)

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

1 21 months ago

Ken Proudman - view Arbitration availability
Barr Picard Law (Alberta. Joined 2017)

Just uploaded a slightly-tweaked version (v3)

0 20 months ago

You must log in or sign up to reply to conversations.


Back to Client Handouts









© 2016 to 2020 Kenneth J. Proudman. DISCLAIMER: The tools, documents, and other information herein are not legal, tax, or accounting advice or opinions. This website contains content and files submitted by third parties, to which you download or view at your own risk. By using this website, you agree to release Kenneth J. Proudman, Barr Picard Law, and Miller Boileau Family Law Group from all present and future claims and liability, including liability arising from any negligence.