We allow family law attorneys to focus on the legal issues of the case while being confident that the appropriate financial information is gathered, reviewed and indexed. The expertise in the area of family law, as a CDFA™ and a family law paralegal, that I am able to bring to the team enables me to work with the client and the entire legal team, offering invaluable assistance for quantifying, clarifying and identifying the client’s financial situation. The financial documents will be presented in a clear and concise manner. I am also available as support during mediation and for litigated cases requiring court appearances.
Using family law specific software, QuickBooks and Excel, I am able to provide the tools necessary to increase awareness of possible negotiation issues and enhance the attorney’s advantage. The benefits you will receive through adding me to your team will include to name a few:
Financial Matters:
- Work with client in gathering and compiling financial information;
- Analyze income and expense information provided by client, opposing party and third party individuals and business;
- Detailed tracing of community vs separate property accounts and assets along with detailed reports;
- Assist in the preparation of the client’s Monthly Financial Statement;
- Prepare financial affidavits;
- Retain appraisers, for real estate, business and personal property;
- Assist with the preparation of the client’s Inventory and Appraisement;
Discovery:
- Draft discovery documents for service on opposing party;
- Assist client in gathering documents and data to respond to discovery requests;
- Draft responses to discovery requests;
- Coordinate the taking of depositions;
- Draft questions for use at depositions;
- Organize, index and summarize discovered materials.
- Summarize depositions;
Settlement Negotiations/ Mediation/ Court Appearances:
- Assist with mediation by providing real-time financial decision models of settlement offers;
- Demonstration of the financial impact of different settlement scenarios;
- The production of powerful case exhibits – graphs, spreadsheet, charts that illustrate cash flow, net worth, and the overall financial situation of each party;
- Assist in preparing witnesses and clients for trial; and
- Provide expert witness testimony in court.
Post Divorce:
- Work with client on preparing and understanding short term and long term budgets.
Having 20+ years experience as a family law paralegal we bring a special knowledge when reviewing documents and will bring to your attention documents and other information relating to the case that may not particularly pertain to the financial side of the case. We can also assist with the drafting of Requests and Responses, and Pleading and Motions.
