Intake Form: For Marriage

If you consult a family law attorney for legal services, take a look at the intake form below. This form is known as a “client intake form." When you meet with an attorney, they will give you a similar questionnaire. This is a routine way to gather general information about your situation and needs.

Your wedding day is right around the corner. While this is an exciting event, marriage presents several legal issues to consider before your big day:

  • What will happen to your property or finances once you are married?
  • Will half your real estate be considered your partner's?
  • Will you be entitled to alimony from your partner?
  • Will you owe spousal support to your partner?
  • Do you have children or hope to have children in the future? If so, who will have child custody if you split up?
  • What happens in the event of domestic violence?
  • Will you keep your maiden name? Or will you change your name?
  • Have you considered getting a prenuptial agreement (prenup)?

Meeting with a Family Law Attorney

The questions above may raise a few concerns. If you have similar questions, you may need to speak with a family law attorney. before changing your marital status.

This is especially true if you have a sizeable fortune, real estate interests, family businesses, or other substantial assets. If any of these scenarios apply to you, you may want to consider a prenuptial agreement.

You may also want to plan an estate or trust, or speak to an attorney about concerns regarding child support.

Additionally, in the event of an annulment, you will need an attorney.

If you decide to seek legal advice from an attorney, they will conduct an intake process. Intake involves collecting general information about your case to understand how the attorney can best help you.

The intake form will ask for information such as:

  • Current and past addresses
  • Contact information
  • Social security number
  • All names used in the past
  • Past and present employers
  • Income
  • Children
  • Other personal data

Don't forget to add the family law intake form below to your list of things to do before the big day. You can use the sample intake form to prepare to meet with your family law attorney.

Intake Form: For Marriage

INFORMATION ABOUT YOU & INFORMATION ABOUT YOUR SPOUSE

Full Name_______________________________ ________________________________

Date of Birth

____________________________________ ________________________________

Place of Birth

____________________________________ ________________________________

(City, State)

Social Security Number__________________ ____________________

Current Address (if both reside at the same address, fill in the left-hand column only)

______________________________ ______________________________

(Street)

______________________________ ______________________________

(Apartment; Unit Number)

______________________________ ______________________________

(City, State, Zip Code)

Length of Time at the Address Listed Above _______ years _______ years

Previous Address(es) (for the last 10 years)

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

______________________________ ______________________________

Contact Information

Cell Phone Number __________________ ____________________

Work Phone Number __________________ ____________________

E-mail Address __________________ ____________________

Mailing Address

______________________________ ______________________________

(Street)

______________________________ ______________________________

(Apartment; Unit Number)

______________________________ ______________________________

(City State, Zip Code)

Former Name/Maiden Name(s)

__________________ __________________

__________________ __________________

Current Employer ______________________ _________________________

Current Job Title ______________________ __________________________

Current Employer's Address

______________________________ ______________________________

(Street)

______________________________ ______________________________

(Apartment; Unit Number)

______________________________ ______________________________

(City, State, Zip Code)

Length of Time With Employer _______ years _______ years

Previous Employer(s) (for last 10 years)

_____________________________ _________________________________

_____________________________ _________________________________

_____________________________ _________________________________

_____________________________ _________________________________

_____________________________ _________________________________

_____________________________ _________________________________

_____________________________ _________________________________

_____________________________ _________________________________

_____________________________ _________________________________

Gross Monthly Income $_________________ $_________________

Other Income

Source/Amount ________________________ _________________________

Source/Amount ________________________ _________________________

Source/Amount ________________________ _________________________

Date of Marriage _________________________________

Place of Marriage ________________________________

Previous Marriage(s) Yes ____ No ____ Yes ____ No ____

If yes, Date of Separation ____________________

Ended by: Ended by:

Death ____ Divorce ____ Date ____ Death ____ Divorce ____ Date ____

Death ____ Divorce ____ Date ____ Death ____ Divorce ____ Date ____

Children of Current Relationship

Name, Date of Birth, Social Security Number

_______________ _________ _____________________

_______________ _________ _____________________

_______________ _________ _____________________

_______________ _________ _____________________

_______________ _________ _____________________

Children From Other Marriages or Relationships

Name, Date of Birth, Social Security Number, With Whom Residing

_______________ _________ _____________________ _________________

_______________ _________ _____________________ _________________

_______________ _________ _____________________ _________________

_______________ _________ _____________________ _________________

_______________ _________ _____________________ _________________

Legal Concerns (provide detail as applicable)

Premarital Agreement ______________________________________________________________________________________________________

___________________________________________________

Separation Agreement ______________________________________________________________________________________________________

___________________________________________________

Estate Planning _________________________________________________________________________________________

Financial Planning ____________________________________________________

____________________________________________________

Health Care Directives ____________________________________________________

____________________________________________________

Paternity _____________________________________________

_____________________________________________________

Custody _______________________________________________

______________________________________________________

Child Support ___________________________________________

______________________________________________________

Property Ownership ______________________________________________________

______________________________________________________

Other _________________________________________________

______________________________________________________

Special Concerns

Physical or Mental Health of Self____________________________________________ _______________________________________________________

Physical or Mental Health of Spouse__________________________________________ _______________________________________________________

Physical or Mental Health of Children________________________________________ ________________________________________________________

Domestic Abuse or Violence_________________________________________________ ________________________________________________________

Child Abuse______________________________________________

Custody or Visitation Issues_________________________________________________ ________________________________________________________

Financial Issues___________________________________________________

Property Disputes_________________________________________________________ ________________________________________________________________

Other Important Information

________________________________________________________________

Hiring a Family Law Attorney

Marriage laws are constantly changing. If you are thinking about getting married, you may need to consult an experienced family law attorney.

A skilled lawyer who specializes in marriage can help you ensure that your legal rights are protected. It's important to speak to a lawyer familiar with the laws in your jurisdiction. Most family law attorneys offer free consultations. Contact an experienced family law attorney today.

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Can I Solve This on My Own or Do I Need an Attorney?

  • Many people can get married without hiring legal help
  • Marriages involving prenups, significant debt, child custody issues, and property questions may need an attorney

Get tailored advice and ask questions about getting married.

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Don't Forget About Estate Planning

Marriage is an ideal time to create or change your estate planning forms. Take the time to add new beneficiaries (including your spouse!) to your will. Consider creating a power of attorney to ensure your spouse can access your financial accounts. Also, a health care directive lets your spouse make your medical decisions if you ever become incapacitated.

Start Planning