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Dedicated to Preserving Your Family's Future

How to Prepare to Meet with an Oceanside Family Law Attorney

The Documents & Information You Need to Get Started

Are you preparing to meet with your family law attorney for the first time? If so, you will need to come prepared with certain documents and information. With the information you provide, our attorneys at Palmer Rodak & Associates can evaluate your situation and develop a plan tailored to fit your goals.

The following is a list to guide you. Some of the items listed may not apply to you and we may request additional information not listed here.

If you have any questions leading up to your appointment with our firm, please do not hesitate to call us at (760) 573-2223.

Financial Information

All financial information should include account names, numbers, balances, and current statements:

  • State and federal income tax returns for the past three to five years
  • State and federal business income tax returns for the past three to five years
  • Recent pay stubs
  • Bank statements
  • Statements regarding trusts, stocks, bonds or other investments
  • List of safety deposit box contents
  • Retirement savings information (including balances, beneficiaries, outstanding loans, and current statements) such as 401(k), 403(b), and IRA accounts
  • Life insurance policies (including cash value)
  • Social Security statements
  • Pension statements
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Meet The Team

Over 60 Years of Combined Experience Advocating for You

    Testimonials

    Former Clients Share Their Experience
      "My kids are my world and I am very happy to have her represent me in my case. I am extremely relieved having her by my side."

      Layla made me feel so confident right away. She’s a very smart, strong woman who knows what she’s talking about. My kids are my world and I am very happy to have her represent me in my case. I am extremely relieved having her by my side.

      - Corrie M.
      "If you are looking for an experienced attorney to help resolve your divorce or custody case, I highly recommend this firm."

      Matthew Palmer and his team are fantastic. They were very helpful and competent. If you are looking for an experienced attorney to help resolve your divorce or custody case, I highly recommend this firm.

      - Jason J.
      "I Have Referred All Friends!"
      Palmer Rodak & Associates are hands down the best and most knowledgeable staff in the San Diego/Oceanside area. Matthew Palmer has worked with me on a few different motions with 100% success.
      - Amber L.
      "They all made a horrible experience so much easier."

      Such a great staff! They all made a horrible experience so much easier. Excellent customer service and professionalism during every phone call, meeting and email. I would not hesitate to tell any and everyone how wonderful this team is! I cannot thank you enough!

      - Stacey S.
      "They all worked with me and fought for what was right. I'm very grateful to them for helping me to move forward in my life."
      All of the associates at the Palmer and Rodak firm were so kind and understanding. They all worked with me and fought for what was right. I'm very grateful to them for helping me to move forward in my life.
      - Brittany N.
      "Goes Beyond Expectations"
      This Family Law Firm goes beyond all expectations. Palmer Rodak & Associates are the most professional, and compassionate legal team in San Diego.
      - Francisco E.
      "I felt like I was in control of my case while receiving competent counsel and representation."

      I retained Layla to assist me with a post-judgment custody case. Not only did she explain everything to me in a way I could understand she kept my costs down by running every possible scenario by me and giving me an estimate of the fees. I felt like I was in control of my case while receiving competent counsel and representation.

      - William G.

      Contact Palmer Rodak & Associates Today!

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      What It Means to Work with Us

      • Certified Family Law Specialists
        A certified specialist is more than just an attorney who specializes in a particular area of law. A certified Family Law Specialist must have passed the appropriate examination, fulfilled ongoing education requirements and been favorably evaluated by other attorneys and judges.
      • Team Approach
        When you work with us you get representation that is backed with over 60 years of collective experience. Our team works together to ensure your best interests are met.
      • Results-Driven Advocacy
        Legal outcomes matter - especially when your family, finances, or future are on the line. That’s why we focus on results. Whether in negotiations or litigation, our team works strategically to secure the strongest possible outcome for every client.
      • Every Client Matters
        We listen closely to our clients' issues, hopes, and anxieties, and develop a legal strategy best suited to achieve your goals. Throughout the entire process, we will keep you informed with updates and explanations of the latest developments in your matter.