For the documents behind income, investments, a business, retirement and the home, use the financial-records checklist alongside these broader preparation steps. If retaining counsel is the immediate concern, read about requests for help with attorney’s fees.
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1. Check what needs attention first
Deadlines, existing orders and immediate needs come before a complete document collection. If papers have been served, start with the served-with-divorce-papers guide.
Do not rely on a website inquiry for an urgent court deadline. If there is immediate danger, call 911.
2. Map the financial picture
Gather records you can lawfully access and note the date of each statement. Keep a separate “missing or unknown” list rather than guessing.
This inventory is not a substitute for a financial affidavit or formal discovery. Follow the applicable form, disclosure requirements and orders; do not upload these records through the initial contact form.
Source: Illinois Courts financial affidavit instructions (June 2025).
3. Describe the routines that need a plan
Record the present situation and your questions. This exercise does not authorize changing an order, moving a child or restricting the other parent’s time. If keeping the home is a priority, use the house affordability guide.
4. Preserve information and plan a safe conversation
Do not send passwords, Social Security numbers, full account numbers or detailed case documents in the first website inquiry. After conflicts are checked, ask how the team wants to receive materials.
5. Bring a short agenda, not a perfect file
You can ask for a conversation while still considering your options. If a case is already pending or you already have a lawyer, mention that when requesting contact. Submitting an inquiry does not establish representation or extend a deadline.
Read before our first conversation or request a conversation with Charles’s team.