The Appointment Prep Pack

Attorneys bill by the hour. Time spent watching you search your phone for a bank statement is billed at the same rate as legal work. The Appointment Prep Pack helps you show up with your paperwork sorted and your questions written down, and leave with notes you can actually use.

A document checklist covering identity, income, accounts, debts, and children's costs, with space to note where each one is kept. Ready-made question lists for attorneys, mediators, and tax or financial professionals, with lines for writing the answers underneath. A prep page for the day before, meeting notes pages for during, and a follow-up tracker and fees log for after.

Most people find the questions alone worth it. They're the ones you think of on the drive home.

What's inside (16 pages)

• Professional contacts with fees and best contact method
• Appointment tracker
• Two-page document checklist
• Questions for an attorney
• Questions for a mediator
• Questions for a tax or financial professional
• Before the meeting prep page
• Two meeting notes pages
• Follow-up tracker
• Professional fees log with running balance
• Notes pages

Who it's for

Anyone with a consultation, mediation session, or accountant appointment coming up. It builds on Worksheets 1.1, 2.6, and 5.2 in the main workbook, and stands on its own if appointments are the part that feels most daunting.

The details

• 16-page fillable PDF, US Letter, designed to print in black and white or color
• Instant download, works on any device with a PDF reader
• Not legal advice, financial advice, or therapy. The questions are starting points for your own conversations.