Foster-Richmond LLP > Contact Us > Prospective Clients

Interview Preparation

Prospective Clients

Important: This form has eight (8) sections and must be completed in one pass. Click through each section (steps 1 through 8) and fill out each section with as much information as you can provide. Please ensure you have all the information pertinent to each section before filling out the form as you cannot save and come back to the form at any point.

If you wish, you may download and print off the form to fax in or email at a later date.
Client Interview Sheet [PDF]

Email: reception@frlaw.ca
Fax: (403) 266-4741

Please Note:
You will not be considered a client of Foster Richmond LLP until you have signed a written Retainer Agreement and provided an initial financial retainer to Foster Richmond LLP.

Step 1 : Contact Information

**ALL ITEMS IN THIS SECTION ARE REQUIRED!**

File Information:

DATE:

LAWYER:

REFERRED BY:

Personal Information:

CLIENT'S FULL NAME:

PRESENT ADDRESS:

MAILING ADDRESS:

HOME PHONE:

Can we call you there?	Yes	No
Do you have call display?	Yes	No
Can we leave a message?	Yes	No

WORK PHONE:

Can we call you there?	Yes	No
Can we leave a message?	Yes	No

CELL PHONE:

Can we call you there?	Yes	No
Can we leave a message?	Yes	No

EMAIL:

Step 2 : Personal Information

HEALTH STATUS:

DATE OF BIRTH:

PLACE OF BIRTH:

MAIDEN NAME:

SURNAME BEFORE MARRIAGE:

MARITAL STATUS AT TIME OF MARRIAGE:

OCCUPATION:

EMPLOYER NAME AND ADDRESS:

HOW LONG AT THAT EMPLOYER:

GROSS ANNUAL INCOME:

PAYMENT FREQUENCY:

TOTAL INCOME ON LAST TAX RETURN:

NET TAXABLE INCOME ON LAST TAX RETURN:

OCCUPATION AT MARRIAGE:

Step 3 : Spouse's Information

SPOUSE FULL NAME:

SPOUSE PRESENT ADDRESS:
SPOUSE HOME PHONE:

SPOUSE WORK PHONE:

SPOUSE CELL PHONE:

SPOUSE EMAIL ADDRESS:

SPOUSE HEALTH STATUS:

SPOUSE DATE OF BIRTH:

SPOUSE MAIDEN NAME:

SPOUSE SURNAME BEFORE MARRIAGE:

MARITAL STATUS AT TIME OF MARRIAGE:
SPOUSE OCCUPATION:

SPOUSE EMPLOYER NAME AND ADDRESS:

HOW LONG AT THAT EMPLOYER:

SPOUSE GROSS ANNUAL INCOME:

FREQUENCY OF PAYMENT:

SPOUSE TOTAL INCOME ON LAST TAX RETURN:

SPOUSE NET TAXABLE INCOME ON LAST TAX RETURN:

SPOUSE OCCUPATION AT MARRIAGE:

Step 4 : Marital History

DATE OF MARRIAGE:

DO YOU HAVE A GOVERNMENT ISSUED MARRIAGE CERTIFICATE?
PLACE OF MARRIAGE: (City, Province, Country)

SEPARATION DATE:

REASONS FOR SEPARATION:

DID YOU AND YOUR SPOUSE LIVE TOGETHER PRIOR TO MARRIAGE?

IF YES FOR HOW LONG?

HAVE YOU OR YOUR SPOUSE BEEN RESIDENT IN ALBERTA FOR AT LEAST ONE YEAR?

GROUNDS FOR DIVORCE:

DO YOU WANT SPOUSAL SUPPORT FOR YOURSELF?

AMOUNT:

HAVE YOU COMMENCED DIVORCE PROCEEDINGS AGAINST YOUR SPOUSE IN THE PAST?

IF YES IN WHICH PROVINCE?

WHAT WAS DONE ABOUT THE ACTION?

DID EITHER SPOUSE TAKE TIME OFF WORK DURING THE MARRIAGE?

IF YES, EXPLAIN:

DO YOU HAVE ANY DESIRE TO BECOME RECONCILED WITH YOUR SPOUSE?

IF NOT, WHY?

HAVE ANY EFFORTS TO RECONCILE BEEN MADE SINCE SEPARATION?

IF YES, EXPLAIN

DO YOU KNOW THAT MARRIAGE COUNSELLLING, GUIDANCE FACILITIES AND MEDIATION SERVICES ARE AVAILABLE TO YOU?

Step 5 : Children's Information

CHILD FULL NAME:	BIRTHDATE:	MALE/FEMALE:	PRESENT AGE:
CHILD FULL NAME:	BIRTHDATE:	MALE/FEMALE:	PRESENT AGE:
CHILD FULL NAME:	BIRTHDATE:	MALE/FEMALE:	PRESENT AGE:
CHILD FULL NAME:	BIRTHDATE:	MALE/FEMALE:	PRESENT AGE:

DO ANY OF YOUR CHILDREN HAVE SPECIAL NEEDS?

IF YES, EXPLAIN:

PROPOSAL FOR CUSTODY OF CHILDREN:

PROPOSAL FOR ACCESS TO CHILDREN BY NON-CUSTODIAL PARENT:

PROPOSAL FOR CHILD SUPPORT:

Step 6 : Special Expenses for Children

CHILD CARE EXPENSES:

MEDICAL/DENTAL INSURANCE PREMIUMS:

HEALTH RELATED EXPENSES THAT EXCEED INSURANCE:

EXTRAORDINARY EXPENSES FOR EDUCATION:

POST SECONDARY EDUCATION:

EXTRAORDINARY EXPENSES FOR EXTRACURRICULAR ACTIVITIES:

REASONABLENESS FOR THE EXPENSE:

ANY OTHER CONTRIBUTIONS AVAILABLE?

ANY CLAIMS FOR UNDUE HARDSHIP?

Step 7 : Matrimonial Property

MATRIMONIAL HOME:

ADDRESS:

REGISTERED OWNER NAME:

1. MARKET VALUE	2. 1ST MORTGAGE	3. 2ND MORTGAGE	4. EQUITY (1-(2+3)=4)

OTHER REAL ESTATE:

ADDRESS:

REGISTERED OWNER NAME:

1. MARKET VALUE	2. 1ST MORTGAGE	3. 2ND MORTGAGE	4. EQUITY (1-(2+3)=4)

VEHICLES:

YEAR	MAKE/MODEL	VALUE	DEBTS

Who Drives it?

YEAR	MAKE/MODEL	VALUE	DEBTS

Who Drives it?

YEAR	MAKE/MODEL	VALUE	DEBTS

Who Drives it?

REGISTERED RETIREMENT SAVINGS PLANS:

Current Value	In who's name?	Where Held?

OTHER INVESTMENTS/SAVINGS/TERM DEPOSITS/BANK ACCOUNTS:

Current Value	In who's name?	Where Held?

YOUR EMPLOYMENT PENSIONS:

EMPLOYER:

YEARS OF CONTRIBUTION DURING MARRIAGE:
PRESENT VALUE:

YOUR SPOUSE'S EMPLOYMENT PENSIONS:

EMPLOYER:

YEARS OF CONTRIBUTION DURING MARRIAGE:
PRESENT VALUE:

BUSINESSES/CORPORATE INTERESTS:

NAME OF COMPANY OR BUSINESS:

NUMBER OF SHARES:

VALUE OF SHARES:

REGISTERED OFFICE:

WHO ARE THE OFFICERS AND DIRECTORS?

OTHER ASSETS:

DESCRIPTION	OWNED BY	VALUE




HOUSEHOLD CONTENTS PRESENT VALUE

DEBTS:

CREDITOR	SECURITY	BALANCE OWING	MONTHLY PAYMENT

EXEMPTIONS:(ie: inheritances, value of assets owned before marriage, proceeds of insurance policies, etc.)

Husband:

Traced To:

Wife:

Traced To:

DO YOU HAVE ANY REASON TO CLAIM AN UNEQUAL DIVISION OF PROPERTY ACQUIRED DURING YOUR MARRIAGE?

HAS ANY PROPERTY BEEN SOLD OR TRANSFERRED TO ANYONE IN THE PAST YEAR?

Step 8 : Meeting Topics

This section is for personal notes for you to discuss during your meeting.

** Important ** - Before you Submit the form, please ensure you have filled in all the information you can by clicking back through each section. You can not go back and change items once the form has been submitted!

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