- Names and Addresses
- Relationship History
- Child & Spousal Support
- Assets & Debt Division
- Canada Revenue Agency
Names and Addresses
Relationship Details
Are you married to the other person?*
Marriage Details
Were you married in Canada?*
Spousal Support
What have you agreed to regarding spousal support?*
Child Support
Are there children under the age of 18, or over 18 but still dependent because of reasons such as illness, disability, or attending post-secondary education?*
Assets and Debt Division
If you would like to discuss the division of your assets and debts with us in an in-person meeting, you can save time and money if you make a spreadsheet of your major assets and debts, and the value of the assets/debts at some point in time (such as now or the date you physically separated). The best format to use is 5 columns: 1) Identification of the asset (e.g. 2020 F150, or RBC Savings #1234) 2) Value to use (e.g. $100,000) 3) Whose name is the item currently registered in (not who is going to keep it) (J-Joint, W-Wife, H-Husband) 4) The date the value is from (e.g. 12/31/19) 5) Who is likely to keep the item? (H-Husband, W-Wife, J-continue to own the item jointly) List all debts as well with the same columns. Use a negative value. Bring the spreadsheet to the meeting on a USB thumbdrive/stick. Bringing a draft spreadsheet to the meeting can save you time and money -- but it is not required.
Governmental Forms
Canada Revenue Agency (CRA) and Service Canada Canada Revenue Agency has a number of mandatory forms and some optional that may be advantageous for you. We charge $50 to draft each form. Which of the following would you have us draft?
Mandatory notice to CRA of relationship status change*
Child Tax Benefit Registration - Husband*
Child Tax Benefit Registration - Wife*
Mandatory registration of spousal support payments (if applicable)*
Request tax relief for payor of periodic spousal support*
Direct Canada Pension Plan to divide CPP credits earned during the marriage.*
Please check the highlighted fields.
