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Annotated Disclosure Checklist (138 downloads)

Ken Proudman Executive
 view Arbitrator profile
   Edmonton, Alberta

Designed to be provided to legal assistants and support staff, so that they can assist clients to complete their financial disclosure. For each category of NTD disclosure, this document provides suggestions to help clients retrieve documents when they are experiencing difficulties. There are also suggestions as to how to address adjournments and deadlines.

Want your assistant to learn how to use this? Have them attend LESA's Effective Legal Support: Matrimonial Property Seminar in Edmonton on March 5, 2019, and in Calgary on March 12, 2019. Out of respect for LESA, I don't publish my slides or presentations on, or otherwise distribute them.

Download Annotated Disclosure Checklist - 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 5 years ago

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