Divorce & Legal Separation Questionnaire β€” NewLeaf Document Services

Confidential β€” Current Clients Only

Divorce & Legal Separation Questionnaire

Divorce Β· Legal Separation Β· Summary Dissolution Β· Response Β· NewLeaf Document Services

LDA #23-003 Β· Placer County Β· Registered & Bonded
Welcome β€” please read before you begin.
This questionnaire is for clients who have already completed the NewLeaf intake form and have engaged NewLeaf for divorce or legal separation document preparation. If you have not yet completed the intake form, please start there first.

Please complete every section as thoroughly as possible. If you are unsure of an answer β€” your best estimate is fine and we will confirm everything together at your appointment. This questionnaire is confidential.

NON-ATTORNEY DISCLOSURE: JoHanna C. Cody is a registered California Legal Document Assistant, not an attorney, and NewLeaf Document Services is not a law firm. I can prepare documents at your specific direction. I cannot give you legal advice, choose forms for you, tell you what to ask the court for, or predict how a judge will rule. Those choices belong to you. For legal advice, please consult a licensed California attorney.
1
Which Best Describes Your Situation?

This decides which extra sections appear further down. If JoHanna already sent you a link set up for your service, this will be pre-selected for you.

πŸ’‘ No problem β€” fill out everything you can and JoHanna will sort out which path applies at your appointment.
2
Your Information
⚠️ You may not yet meet the residency conditions to file in California. Please contact JoHanna before proceeding: (916) 751-6498.
⚠️ You may need to file in a different county or wait until the 3-month period is met. JoHanna will discuss this at your appointment.
Military cases follow specific procedures. JoHanna will discuss how this affects your case at your appointment.
πŸ’‘ You may qualify for a court filing fee waiver β€” JoHanna will provide the application at your appointment.
πŸ’‘ Total income before taxes. Estimate is fine β€” we'll verify at your appointment.
3
Spouse Information

Please provide as much information as you have. If you don't know something β€” leave it blank or note "unknown."

πŸ’‘ Needed for service of process. Last known address is fine if current is unknown. If you have no address at all β€” note that below and JoHanna will discuss options at your appointment.
⚠️ Federal law gives active military members specific protections that can affect your case timeline and how documents are served. JoHanna will discuss this at your appointment.
πŸ’‘ This may proceed as a True Default β€” meaning the court can proceed without your spouse's participation. JoHanna will explain what this means at your appointment.
4
Marriage Details
πŸ’‘ A divorce legally ends the marriage. A legal separation keeps you legally married but divides assets and establishes orders. Some couples choose legal separation for insurance or personal reasons. JoHanna will go over the difference with you at your appointment.
πŸ’‘ The date one spouse communicated the intent to end the marriage and began acting on that intent. Best estimate is fine β€” we'll confirm at your appointment.
⚠️ Please upload any documents from the prior case β€” they may affect your current case. Use the upload field at the end of this form.
πŸ’‘ If your spouse will not participate β€” you will file alone and they will be formally served with divorce papers. JoHanna will explain the process at your appointment.
πŸ’‘ Name restoration is included in your divorce service β€” no additional fee or separate filing needed.
5
Children
πŸ’‘ Cases involving minor children include additional forms such as a UCCJEA Declaration β€” a document showing where your children have lived for the past 5 years. Please have this information ready for your appointment.
πŸ’‘ If all children have the same history β€” one entry covering all is fine.
⚠️ Please upload a copy β€” JoHanna will need to review it before your appointment.
⚠️ Proceedings elsewhere may affect jurisdiction over your children.
6
Support
7
General Information & Safety
πŸ’‘ Major issues include property and debt division, custody, and support. If you're still working through the details β€” that's okay, JoHanna will help.
πŸ’‘ Please note the case number β€” this may affect how documents are served and how the case proceeds.
⚠️ Bankruptcy can affect how property and debts are divided. Please mention this at your appointment.
πŸ’‘ You don't need to share details here β€” JoHanna will discuss your situation privately and confidentially at your appointment. If you are in immediate danger: 911 or National DV Hotline 1-800-799-7233 (24/7).
A
Summary Dissolution β€” Qualification Check
⚠️ Summary Dissolution is available only if ALL of the following apply. If any item does not apply β€” contact JoHanna before proceeding: (916) 751-6498.
πŸ’‘ The dollar limits adjust periodically. JoHanna will confirm the current figures at your appointment.
B
Additional Information β€” Filing Without Spouse
πŸ’‘ Since your spouse is not participating, they will need to be formally served with divorce papers by someone other than you. JoHanna will explain your options at your appointment.
πŸ’‘ If you have no address at all β€” options exist even if your spouse cannot be located. Note that below and JoHanna will discuss.
C
Additional Information β€” Divorce Response
⚠️ There is a deadline to file a response after you are personally served. If your deadline is approaching β€” contact JoHanna immediately: (916) 751-6498.
πŸ’‘ The date papers were physically handed to you β€” not the date printed on the documents.
πŸ’‘ Filing a response keeps you an active participant in the case, even if you agree with everything.
πŸ’‘ Upload the FL-100 Petition and any other documents you received. JoHanna needs to review what was filed before your appointment.
D
Additional Information — Joint Petition
🌿 The joint petition is a California process that began January 1, 2026. You and your spouse file together, nobody is served, and no response is filed. Because it is new, courts are still settling into it — JoHanna will confirm what your county needs before anything is filed.
πŸ’‘ A legal separation has no waiting period. A divorce is final no earlier than six months and one day after the joint petition is filed.
πŸ’‘ It does not change anyone’s rights. On later forms Petitioner 1 is listed as Petitioner and Petitioner 2 as Respondent.
πŸ’‘ Either is fine. JoHanna just needs to know so everyone understands who she is preparing documents for. She does not represent or advise either of you.

A joint petition is for people who agree, or expect to agree, on everything. You do not have to have it all worked out today — but you do have to get there before a judgment. Where are the two of you right now on each item?

πŸ’‘ A joint petition starts a new case. If one is already open, tell JoHanna — the two do not sit side by side.
Before you go further — there may be a simpler and cheaper option. California also has a Summary Dissolution, which is its own joint filing. The court says you may qualify if you have been married five years or less, have no children together, agree on everything, and have limited property and debt. If that sounds like you, tell JoHanna — the two processes have very different costs, and she will go over both with you before anything is prepared. Whether you qualify is something the court decides, not NewLeaf.
Three things about a joint petition that surprise people. Please read them.

1. Neither of you can ask the judge for temporary orders. Not for support, not for custody, not for the house. The court's own words: “You can't ask for temporary orders with a joint petition.” Any orders come at the end, from your agreement. If either of you needs something ordered along the way, this is not the right process — and asking for one ends the joint process.

2. You have to agree on everything by the end. If you cannot, one of you revokes the joint petition and the case converts to a regular case. That is a normal, expected thing — not a failure — but it adds steps and cost.

3. Either of you can end the joint process at any time before judgment, without the other agreeing.
πŸ’‘ This is separate from the agreement itself. Both of you exchange income and property information whether you agree or not.
πŸ’‘ A draft agreement, a list you made together, notes from a mediator — anything that shows what you have settled.
8
Upload Documents & Questions
πŸ’‘ Upload existing court orders, prior filings, agreements, or anything else JoHanna should review before your appointment. Multiple files accepted.
Something went wrong. Please try again or contact JoHanna directly at (916) 751-6498.
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🌿 Thank You β€” Questionnaire Received!

JoHanna will review your information before your appointment. If anything needs clarification she will reach out ahead of time.

Questions in the meantime? Reach out directly:

(916) 751-6498 β€” Call or text
newleafoffice.us@gmail.com

NewLeaf Document Services Β· LDA #23-003 Β· Not a Law Firm Β· Not an Attorney

NewLeaf Document Services Β· JoHanna C. Cody, LDA #23-003 Β· Placer County Β· Registered & Bonded
(916) 751-6498 Β· newleafoffice.us@gmail.com Β· NewleafDocumentServices.com
This questionnaire is confidential. Not a Law Firm. Not an Attorney.