Can I sign this questionnaire electronically?

Yes in most jurisdictions under ESIGN or UETA when signatory intent and record retention are documented. Note that certain family law filings or court orders may still require ink originals or notarization; verify local court rules before relying solely on an electronic copy.

Is notarization required for marital statements?

Not usually for routine intake forms, but some courts or specific filings may require a notarized affidavit or verification under penalty of perjury. If a notarized declaration is requested, use an in‑person notary or an authorized RON service where permitted by state law.

How do I correct a submitted questionnaire?

Contact the recipient immediately to request an amendment or submit a corrected form. For signed records, execute an amendment or a supplemental sworn statement; preserve both original and corrected versions for discovery and retention.

What supporting documents should I attach?

Attach government IDs, marriage certificates, prior divorce decrees, and birth certificates for children when available. These attachments speed verification and reduce follow‑up requests from counsel or the court.

How long should I keep completed questionnaires?

Retain during the active case and for several years after resolution—follow federal minima (IRS 3 years) and HIPAA 6 years where applicable; many practitioners keep family law files seven years or more.

Who can sign the questionnaire on behalf of someone else?

A duly authorized agent may sign with clear attribution and proof of authority, such as a power of attorney. For personal declarations used in court, courts generally prefer the person to sign directly unless a recognized legal representative is authorized.

Electronic Signature
Templates
Miscellaneous
Personal Matrimonial Status Questionnaire

Personal Matrimonial Status Questionnaire

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PERSONAL MATRIMONIAL STATUS QUESTIONNAIRE

This Questionnaire is completed by the Client to provide a complete factual record regarding matrimonial status, prior relationships, children, and related matters. The information provided will be relied upon by the Firm to prepare legal advice, filings, or related documents. The parties also enter into a limited engagement agreement below defining the scope and terms under which the Firm will act.

ENGAGEMENT AGREEMENT — RECITALS

WHEREAS, Client Name: (the "Client") seeks legal assistance and factual compilation regarding personal matrimonial matters; and

WHEREAS, Service Provider Name: (the "Provider") is willing to provide services described below pursuant to the terms set forth herein.

NOW, THEREFORE, the parties agree as follows.

1. SCOPE OF WORK

Scope of Services (describe services Provider will perform and any limitations)

2. PAYMENT TERMS

Total Fee Payment Schedule Late Fee

3. TERM AND TERMINATION

Agreement Start Date: ; Agreement End Date or Expected Completion Date: .

Notice Period for Termination

Either party may terminate this engagement for cause upon material breach that remains uncured after the notice period; termination will not relieve Client of the obligation to pay for services performed and expenses incurred through the effective date of termination.

4. CONFIDENTIALITY

The Provider agrees to treat all non-public information disclosed by the Client in connection with this Questionnaire and engagement as confidential and to use such information solely for the performance of the Services. The Provider may disclose confidential information only as required by law or with the Client's prior written consent. This confidentiality obligation survives termination of the engagement.

5. GOVERNING LAW

This Agreement and any dispute arising hereunder shall be governed by the laws of the State of , without regard to conflict of law principles.

6. ENTIRE AGREEMENT

This Agreement constitutes the entire understanding between the parties regarding the Services and supersedes all prior discussions, proposals, and agreements, whether written or oral, relating to the subject matter herein. Any amendment must be in writing and signed by both parties.

PERSONAL MATRIMONIAL INFORMATION

Client Full Legal Name

Date of Birth

Place of Birth

Current Residential Address

CURRENT MARITAL STATUS

Please check all that apply:

Marital Status Single
Married
Legally Separated
Divorced
Widowed

If currently or formerly married: Date of Marriage: ; Date of Separation (if any): .

SPOUSE / PARTNER INFORMATION

Full Legal Name of Current or Most Recent Spouse/Partner

Spouse Date of Birth

Place of Marriage

PRIOR MARRIAGES AND RELATIONSHIPS

Prior Marriages / Domestic Partnerships — Provide dates, parties, jurisdiction, and disposition (divorce, annulment, death)

CHILDREN

List all children of the Client and Spouse/Partner (full name, date of birth, current residence, custody status)

ASSETS AND LIABILITIES (SUMMARY)

Provide a concise summary of significant assets and liabilities (real property, bank accounts, retirement accounts, business interests, loans)

LEGAL PROCEEDINGS

Are there any pending or prior legal proceedings relating to family law, custody, support, or property division?

Yes
No

If yes, provide jurisdiction, case numbers, and current status

DOCUMENTS CHECKLIST

Please indicate documents you will provide to the Provider:

Marriage Certificate
Divorce Decree(s)
Prenuptial/Postnuptial Agreement
Custody/Parenting Orders
Recent Tax Returns (3 years)
Bank Statements / Financial Statements
Pension / Retirement Plan Documents
Other (describe below)

If Other, describe

CERTIFICATION AND ACKNOWLEDGMENT

I, Client Name: , certify under penalty of perjury that the information provided in this Questionnaire is true and correct to the best of my knowledge. I understand that the Provider will rely upon this information in providing services, and I will promptly notify the Provider of any material changes.

I acknowledge that the Provider has not guaranteed any particular outcome and that the Provider's responsibilities are limited to the Scope of Work set forth above.

Client Consent to Use Information

I consent to the Provider using the information supplied to perform the Services described above.

Client Printed Name:

Provider Printed Name:

Client By:

Provider By:

Date:

What the Personal Matrimonial Status Questionnaire Is

The Personal Matrimonial Status Questionnaire is a standardized legal intake form used to collect a party's current and historical marital information, household composition, prior marriages, separation or divorce dates, child custody and support history, and related financial disclosures. It is commonly used by family law practitioners, court clerks, mediators, and agencies to establish marital status facts that affect case intake, jurisdiction, asset division, and benefit eligibility. The questionnaire organizes personal facts into discrete fields so answers can be verified, referenced in pleadings, and retained under applicable recordkeeping rules.

Why a Clear Questionnaire Matters

A well‑constructed Personal Matrimonial Status Questionnaire reduces ambiguity during case intake, speeds fact collection for counsel or court staff, and provides an auditable record of statements that influence custody, support, and property decisions.

Who Typically Completes This Questionnaire

The form is used by individuals and professionals to capture marital facts reliably at intake or before filing family court paperwork.

Individuals filing for divorce or custody who must disclose marital history and dependents.
Family law attorneys and paralegals preparing pleadings, settlement proposals, and discovery responses.
Court intake clerks, mediators, and social services staff who verify status for benefit or case eligibility.

Responses feed into case files, financial disclosures, and counsel review; accurate completion reduces follow-up and supports compliance with procedural rules.

Stepwise Completion Checklist

Complete the questionnaire in the order shown to reduce omissions and speed verification.

01

Start: Enter identity and contact details accurately.
02

Marital History: Record current status, spouse details, and prior marriages.
03

Dependents: List children, custodial arrangements, and support status.
04

Review & Sign: Proofread, attach supporting documents, then sign and date.

Core Components of a Professional Questionnaire

A comprehensive Personal Matrimonial Status Questionnaire groups information logically to support verification, counsel review, and court filing needs.

Identity

Full legal name, alias history, date of birth, government ID details to enable identity matching and prevent ambiguity during intake.

Current Household

Current address, cohabitants, and relationship types to identify dependents and residency facts relevant to jurisdiction and custody.

Marital Events

Dates and places of marriage, separation, or divorce, plus filing numbers when available to link prior case records and verify timelines.

Children & Custody

Names, birthdates, current custody arrangements, child support orders, and benefit eligibility to inform support and custody analysis.

Financial Snapshot

Basic income sources, retirement accounts, and property ownership summary to flag items for full financial disclosure and asset division.

Declarations

Signature, date, and a statement of truth under penalty of perjury where required to establish the document as a sworn factual statement.

Essential Fields to Include

Legal Name: As on ID

Date of Birth: MM/DD/YYYY

Marital Status: Select one

Spouse Info: Name and DOB

Children: Names and DOBs

Signature: Signed and dated

Digital Signing and Submission Considerations

Ensure the chosen method aligns with ESIGN/UETA where applicable and verify family‑law exceptions or local court rules that may require in‑person or notarized originals.

Authentication: Email, SMS, or advanced methods
Audit Trail: IP, timestamp, action log
Notary Support: In-person and RON options

How to Build a Digital Completion Workflow

Map each field to a form element, add conditional logic for prior marriages or children, and set routing for counsel or court review.

Field	Configuration
Identity Fields	Required; validate with ID image upload
Conditional Sections	Show prior marriage fields when applicable
Signature Step	Set signer order and authentication
Retention	Enable secure storage and export

Where to Send or File the Completed Questionnaire

After completion, route copies according to case type and local procedure—counsel, court clerk, mediator, or agency.

Attorney: Upload to client matter file for review
Court Clerk: Attach as exhibit or intake document
Mediator: Provide to neutral prior to session
Agency: Submit to benefits or child support office

Download, Format and Supporting Document Options

Provide signed copies in common formats and attach supporting documents to strengthen verifiability and expedite processing.

Export Formats

Offer signed PDF/A and TIFF for court filing, Word DOCX for redaction and editing, and CSV for batch data extraction during case intake.

Supporting IDs

Attach government photo ID scans, marriage certificates, prior divorce decrees, or birth certificates to substantiate claims made in questionnaire fields.

Notarized Originals

When required, include notarized affidavits or original signed declarations per local court rules or when family law exceptions apply.

Retention Copy

Maintain an internal encrypted copy with an audit trail and a separate access log for compliance and potential discovery.

Consequences of Incorrect or Misleading Responses

Perjury Risk: Possible criminal perjury charges

Case Delay: Filing or discovery delays

Order Invalidation: Court may set aside orders

Support Errors: Incorrect support determinations

Privacy Exposure: Unsecured data breach risk

Discovery Costs: Increased litigation expense

Realistic Use Scenarios

Two representative scenarios show how the questionnaire aids intake, verification, and court filing in common family law situations.

Intake for Divorce

A petitioner completes the questionnaire before attorney consult to compile spouse and asset details.

It highlights prior marriages and children.
The completed form enabled counsel to prepare a focused petition and temporary orders quickly, reducing initial discovery and enabling the court to set an early hearing with accurate custody and support figures.

Custody Screening

A mediator asks both parties to complete the questionnaire ahead of a session.

It captures household composition and existing orders.
With completed questionnaires, the mediator identified jurisdiction issues and overlapping orders, scheduled appropriate witnesses, and expedited settlement discussions by presenting verified child residence and visitation histories.

eSignature Pricing Snapshot for Questionnaire Workflows

Basic pricing and capability indicators for common eSignature vendors to consider when selecting a tool for questionnaire distribution and secure storage.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial, no card	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes (envelope limits apply)	Yes	Yes	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Common Questions and Practical Answers

Answers to frequent questions about execution, electronic signatures, corrections, notarization, and record retention for the questionnaire.

Need help? Contact support

Can I sign this questionnaire electronically?
Yes in most jurisdictions under ESIGN or UETA when signatory intent and record retention are documented. Note that certain family law filings or court orders may still require ink originals or notarization; verify local court rules before relying solely on an electronic copy.
Is notarization required for marital statements?
Not usually for routine intake forms, but some courts or specific filings may require a notarized affidavit or verification under penalty of perjury. If a notarized declaration is requested, use an in‑person notary or an authorized RON service where permitted by state law.
How do I correct a submitted questionnaire?
Contact the recipient immediately to request an amendment or submit a corrected form. For signed records, execute an amendment or a supplemental sworn statement; preserve both original and corrected versions for discovery and retention.
What supporting documents should I attach?
Attach government IDs, marriage certificates, prior divorce decrees, and birth certificates for children when available. These attachments speed verification and reduce follow‑up requests from counsel or the court.
How long should I keep completed questionnaires?
Retain during the active case and for several years after resolution—follow federal minima (IRS 3 years) and HIPAA 6 years where applicable; many practitioners keep family law files seven years or more.
Who can sign the questionnaire on behalf of someone else?
A duly authorized agent may sign with clear attribution and proof of authority, such as a power of attorney. For personal declarations used in court, courts generally prefer the person to sign directly unless a recognized legal representative is authorized.

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