new client information form

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bbl family law
New client Information sheet
Please note we have used the phrase partner/ex-partner to mean the person who is the potential
opponent to your case.
Your full name:
Your partner or ex-partner’s name:
Are you married?
If so, what is the date of your marriage?
Your date of birth:
Your partner or ex-partner’s date of birth:
The date you and your partner or ex-partner began living together:
Your occupation:
Your partner or ex-partner’s occupation:
Your current address:
Contact telephone numbers:
Email address:
Are you still living together?
If not, when did you separate?
If you are separated, what is the address where you last lived together? Who still lives there, or
has it been sold? Please give details:
Do you have a will?
Children
Please list the names and dates of birth of your and your partner’s children. If you have stepchildren or children from an earlier relationship, please provide their details, but make clear who
their parents are.
For each child, please explain who they live with. Please give details of the school, college or
university they attend.
Please specify if your children are adult and independent.
Finances
If relevant, please provide the following information:
The value of your current home, and the amount of any mortgage (or other secured borrowing):
The value of your former home, and the amount of any mortgage (or other secured borrowing):
The value of any other properties in which you have an interest, and the amount of any mortgage
(or other secured borrowing):
The names of the mortgage companies/secured lenders:
Are the mortgage accounts interest only, or repayment?
Please list your bank or other accounts including the name of the bank, the account number,
balance, and whether the account is jointly held with anyone else:
Please provide details of other savings or investments in which you have an interest:
Please provide details of your business interests:
Please provide details of your income:
Please provide details of your debts:
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