Preaparing for your free consultation.
In order to prepare for your free consultation, there is some information that you should gather before you arrive at our offices. This information is best prepared by you at home so you can hand it to the receptionist when you arrive. This will reduce your wating time in the office.
Use this checklist to be sure that you have all the information you will need. If you have any questions, please call our office prior to your appointment time so that we can help you obtain the necessary information to make your visit with us as productive and beneficial for you as it can be.
- Print the Confidential Client Information Form and bring it with you to your appointment completely filled out in ink. No Pencils Please!
- Vehicle Values. If you live in Hamilton or Butler Counties, visit www.kbb.com to obtain a vehicle valuation for every vehicle you own, even if it is paid off. If you live in any other county, visit www.nada.com to obtain the valuation. Remember to select all of the applicable options for each vehicle so that the valuation will be accurate. Don’t worry if the value you get is higher than you think the vehicle is actually worth, we will make necessary adjustments. Also, don’t think that just because we are asking for this information that you might lose any property. That is not the case. We need to know this information to advise you properly.
- A Vehicle Problem Sheet for each vehicle you own. Generally, vehicles have some proplems or need some repairs. Knowing this information helps us more accurately value your vehicles, and in most cases, the lower the value we place on it the more favorable treatment we get.
- If you own real estate in Ohio, go to the website for the county where the real estate values are listed and print the tax valuation for your house. The nearby websites are: http://propertysearch.butlercountyohio.org/
- http://www.co.warren.oh.us/auditor/property_search/index.htm
http://www.mcrealestate.org/Search/GenericSearch.aspx?mode=ADDRESS (this is for Montgomery County)
http://www.preblecountyauditor.org/iView.asp
http://www.co.greene.oh.us/website/gis/parcels/index.htm
If your property is in another you may be able to find the value on the website, these are for the nearby counties.
- Checkstub for your most recent pay period for each spouse (if married). We need to know what your gross (that’s before taxes are deducted) pay is for each month for the last six months. WE DO NOT NEED ALL SIX MONTHS OF PAYCHECK STUBS! We just need your recent one, HOWEVER, we will ask you to tell us what you have earned, or received, from all sources, for the last six months. This is important, so take the time to figure out what your income form all sources has been for each of the last six months.
- Any Court papers that you may have received recently. We need to see these if you are being sued.
- A brief list of your debts by category. For example, medical bills in the approximate amount of $2,500, Credit cards in the approximate amount of $18,000, personal loans with finance companies or credit unions of approximately $12,000. Car loan for 2003 Chevy for $12,000. Use your own judgment to make a list that tells us generally about the debt you have.
- Your list of Questions! We are here to answer all your questions, so write down as many questions for the attorney as you may have. It’s better to write them down so you won’t forget any.
- Print this worksheet to help you be sure that you have all the information ready for your consultation.
The time you spend at home gathering this information means less time doing it in our office with a legal assistant prior to seeing the attorney, who will review all of this information with you at your consultation.
Remember, we have set aside an attorney’s time just for you. We don’t double book appointments. Please be sure to keep your scheduled appointment time to avoid any rescheduleing fees.
Thanks!
Richard E. West
Stephen J. Malkiewicz
Attorneys and Counselors at Law