Client Intake Form - Family Law

The Law Society of Alberta has mandatory client identification and verification rules to mitigate against money laundering and terrorist funding. These rules require that we obtain information about the identity of each client and that, in the event of certain financial transactions, we verify the identity of each client, as well.

Please complete the form below to satisfy these requirements.

We appreciate your cooperation as we fulfill these obligations.

We look forward to working with you!

Your name

First Name

Last Name

Address

Phone/Cell number

(###)

###

####

Occupation

Employer

Employer/Business address

Work phone number

(###)

###

####

Source/Destination of funds (if applicable)

If you anticipate sending or receiving funds as part of a settlement; divorce/separation; real estate transaction; etc., please note the anticipated source/destination of these funds. For example: My personal ATB TFSA account ending in 1234 Our joint CIBC savings account ending in 1234 My LAPP pension account ending in 1234

Name of spouse/former spouse

First Name

Last Name

Do you have any children under 18 or attending college/university?

Additional notes/details

403-942-8300

203-1218 2nd Avenue South

Lethbridge, Alberta

T1J 1M1

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