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1.3 Before the Divorce - Essential Documents Checklists - YouTube
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hi welcome to the third video in module
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one my name is Leanne Abela I'm a
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director and partner of Pearson's and if
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this is the first video you've seen I
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strongly recommend you go back to the
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beginning and view everything we've got
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to offer in a series either by looking
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at the Pearson's YouTube channel or our
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Pearson's webpage in this video we're
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going to cover those documents which we
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think would be really useful for you to
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have so again in the cases we see a lot
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of time and money is spent as a result
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of people not being able to gather
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information and then leaving it to the
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lawyers to try and collect documents and
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information that they should really have
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themselves they'll often curse
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themselves and say why didn't I click
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that before I left the home or why don't
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the other party take that so by taking
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this step not here you're saving
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yourself time and money but you're
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making sure you're not disadvantaged and
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that you have all the information that
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you need your lawyer needs and in the
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unfortunate situation where the matter
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does go to court that the courts got
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everything they need to be able to make
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an assessment as to what you're both
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entitled to so there's a range of
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documents some involve the children some
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don't so if we start with the documents
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which are pretty useful to have
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regardless of whether or not there are
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children that would be your marriage
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certificate
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titles to the property now most people
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do have their titles to the property
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held in a deed box at the bank but in
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some instances people haven't got around
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to placing in a secure place so you can
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either bring that title to your lawyer
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or take it into a safety deposit box it
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really shouldn't be at home anyway it's
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useful to get bank statements mortgage
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statements credit card statements tax
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returns superannuation statements now as
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to how far back you go useful probably
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to go back three to five years and to
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get current statements if you can also
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passports particularly if there are
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children so many instances people are
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fearful that their partner may take off
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to another country with the children and
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that may or may not be a Hague
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Convention country and it's just one
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worry you may want to eliminate so if
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you take the passports and again put
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them in a deed box with the title
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or take them to your solicitors they'll
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be there for safekeeping payslips are
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also useful to show what the current
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income is of your partner and then also
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any other documents that you think
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relate to your relationship and the
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finances of you and your partners so in
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some instances there are trust deeds
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company documents accountant statements
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calculations that the two of you have
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made when you've tried to work out what
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your finances were going to be like in
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the future or how you're going to retire
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those workings and documents are useful
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so that we know what the assets were
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what was going to be expected to come in
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from either the running of a business or
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from an investment you can get those
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documents from your accountant but again
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that can be expensive and a duplication
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and so if you've got those documents at
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home worthwhile getting now don't panic
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if you can't find that and don't let
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that stop your separation if that's
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what's holding you back
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we can always obtain that information by
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subpoenaing documents through the core
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process by contacting the superannuation
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fund of your partner there's now
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legislation in place that allows us to
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do that whereas previously we have to
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rely on trying to find it you can
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actually get that information quite
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easily and readily but anything that you
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can do to help yourself
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as I said saves time and saves money and
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what you don't want is to be paying
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solicitors an hourly rate to do
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something that you can do yourself so
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once you've got all that information put
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it into a folder and then take it to a
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safe place
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don't leave it at home don't leave it in
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the car take it to a friend or to your
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work place where your partner can't
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access it alternatively you may want to
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photocopy it and then return it back to
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where you found it either way as long as
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you've got a set that's in a safe place
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you'll be well-equipped and this is the
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very thing that can often delay
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processes in settlement can often cost
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lots of money because letters are being
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passed between solicitors while they're
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gathering this information rather than
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calculating the range itself which as I
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said is a topic in itself and will be
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dealt with later in one of the other
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videos so now you've got all the
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information you need into terms of
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action that you can take straight away
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without consulting a solicitor and you
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can either decide to wait till you've
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decided whether or not you want to
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separate
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or you can go and make an appointment
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with a lawyer and any one of our team
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can see you for a first appointment free
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and if you take that information with
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you you'll find that you breeze through
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the appointment and the by the
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conclusion of the appointment or by the
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end of this series of videos you'll have
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an idea of the range of settlement and
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the expectation you'll have in relation
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to your children prior to any other
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court action so that's it for module one
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now to sum things up hopefully there's
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two things that you've done firstly you
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should have taken a series of actions
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which will give you a piece of binding
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security in knowing that you've attended
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to certain housekeeping matters and
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secondly you should have a folder of
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documents which will put you in good
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stead regardless of where you are in
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legal process and regardless of where
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you're going to end up now if you're
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feeling ready I suggest you move on to
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module 2 which is entitled divorce and
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the law all our videos in this youtube
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series can be found through the pearsons
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youtube channel or by visiting the
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pearsons website and following the links
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alternatively if you know that it's
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simply time to see a family lawyer
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please contact us for a free initial
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consultation please be advised that we
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must complete a conflict check so that
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we can only represent one party in a
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family law matter so if your partner is
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watching this same youtube series and
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engages our services before you do we
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advise that we may not be able to talk
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to you whatever it is that you choose
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it's our wish that throughout this
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youtube series you can finally gain a
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sense of certainty so that you know
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where you stand
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