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Serving All San Francisco Bay Area Counties

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With over 30 years in the field of Law, Holder Legal is dedicated to serving the needs of our clients. We specialize in wills, trusts and probate, family law, taxes and QDROs. 

What to Bring to Your First Meeting with the Attorney

You will need to bring these basic documents to the meeting:
  • Copies of any pleadings or motion papers already served on you or your spouse; and, if applicable, proposed settlement agreement drafts;
  • Most recent tax returns; and
  • Preliminary schedules of assets and liabilities, and monthly income and expenses.

Bring only copies of tax returns and financial statements to our office. Leave the original documents in place so that the other party won't notice they're missing.

If you hire us, we will need to look at:
  • Deeds and purchase documents for house and/or other real property holdings.
  • Premarital and/or marital property agreements (if any).
  • Automobile registration certificates.
  • Federal and state income tax returns for the past several years (at least the last three years).
  • Stock, bond and other investment records.
  • Insurance policies.
  • Pension and retirement benefit plans.
  • Bank checkbooks, passbooks and statements.
  • Other documents substantiating claims of separate property.