Start with a short written list. Note the decisions that need attention this month, the ones that can wait, and the points where you and the other person agree or disagree. Include dates that matter, such as a move, school change, support payment, mortgage due date, hearing, or proposed signing date.
Gather records you can lawfully access, including recent tax returns, pay information, account statements, loan balances, insurance information, retirement statements, deeds, vehicle titles, and any current court papers or proposed agreements. Do not delete records, hide assets, or rely on an informal promise when a written obligation needs clear terms.
Please do not send confidential documents or sensitive details through an initial website message. A brief description and your contact information are enough to begin a private conversation with the firm.