Litigation: The Family Law Process. Financial Disclosure

Angela Grant Lee • May 3, 2023

Financial disclosure plays a major role in family law matters...

Welcome back to part 4 of our Family Law Process series. These posts will go through the family law process from start to finish, and will identify what you can expect to occur at each step. Please note that it is possible that not all of the steps will occur in your family law matter.


1.     Before starting your case

2.     Starting your case

3.     Replying to an Application

4.     Financial disclosure

5.     Filing and serving court documents

6.     Mandatory Information Program

7.     Conferences

8.     Motions

9.     Trials


Financial Disclosure


Financial disclosure plays a major role in family law matters. Financial disclosure is where the party provides the opposing party and the court, information regarding their financial circumstances. In family law, frank and full disclosure of one’s financial circumstances is expected and required. This includes a party’s income amount, their debts, assets, and expenses. A Financial Statement form is completed when a party makes a claim for child support, spousal support, or property division/debts.


There are 2 types of Financial Statements, the first being the Form 13: Financial Statement (Support Claims) and the other being the Form 13.1: Financial Statement (Property and Support Claims). The Form 13: Financial Statement (Support Claims) is used when a party makes a claim for child and/or spousal support. This form does not include claims for property and debts. On the other hand, the Financial Statement 13.1 (Property and Support Claims) is completed when there are claims for property or debts. This form can be completed if there are also claims for support alongside the property/debt claims.


           Along with the Financial Statement a party must complete, the party must also provide evidence as to their financial circumstance. A party must provide the following:

·        Proof of current income;

·        Proof of income for the past 3 taxation years: Notice of Assessments and Notice of Reassessments, or other proof of income if you cannot file an income tax return;

·        Proof of income from a corporation, trust, or partnership in the past 3 years;

·        Proof of any income received from employment insurance, social insurance, a pension, workers compensation, disability payments or other income source in the past 3 years;

·        A copy of your Record of Employment or other proof if unemployed;

·        Proof of child support expenses; and

·        Other documentation that you wish to file such as Notice of Calculation or Recalculation or agreements between the parties in relation to finances.


If a party is filing a Form 13.1 Financial Statement whereby there are claims of property and debt, the party must also provide the following:

·        Statements of bank accounts and investments (sole and joint);

·        Pension statements;

·        Statements illustrating the valuation of any property (sole and joint);

·        Life insurance documentation;

·        If you own or are part of a business, documentation illustrating income tax and financial statements;

·        Statements of debts and liability owed;

·        Documentation illustrating your financial value on the date of marriage for property owned and debts owed; and

·        Depending on your case, a Form 13B: Net Family Property Statement, and a Form 13C: Comparison of Net Family Property Statement may need to be completed. A Form 13B: Net Family Property Statement allows for the party to show their debts and liabilities at the valuation date, which will be defined below. The Form 13C: Comparison of Net Family Property Statement allows for a calculation to determine how much one spouse owes their former spouse (legally know as “equalization”).


When dealing with property and debt claims, there are terms that must be discussed as they can have a important role in determining equalization claims. The “date of marriage” is the date upon which you and your former partner legally married. The “valuation date” is the date upon which you and your former partner separated with no prospect of reuniting or cohabitating. This date can be tricky to calculate for various reasons, and will be discussed in greater detail in another blog.


Timing to Serve and File


           Your financial disclosure documents must be served onto the opposing party, and filed with the court either (1) with your Form 13 or 13.1 Financial Statement, or (2) within 30 days after your Financial Statement is served. If there are changes to your financial circumstances, your Financial Statement may need to be updated and refiled with the court at varying stages of your matter.


To note, the above should not be taken as legal advice, and if you have any questions or concerns about your case please speak to a lawyer. To find out how we can help you with your matter, please visit our website at https://www.grantleelaw.ca/ or call us at 905-315-6837 to book your consultation now.

Need a Notary in Burlington? Here’s Why Grant Lee Law Should Be Your First Call

October 30, 2026
Important paperwork shouldn't become a complicated, time-consuming process. Whether you're preparing legal documents, submitting an application, or verifying identification, having access to reliable notary services can make all the difference. So, does Grant Lee Law offer notary services? Absolutely! Located in Burlington, Ontario, Grant Lee Law provides affordable, professional notarization services to individuals and families throughout Burlington, Oakville, and the surrounding Halton Region. With convenient appointment options and a straightforward process, getting your documents properly notarized is easier than you might think. What Notary Services Does Grant Lee Law Offer? A notary public helps verify signatures, certify documents, and administer certain declarations. These services are often essential when submitting important paperwork to government agencies, educational institutions, financial organizations, or other parties. Grant Lee Law offers several notarial services, including: Document Notarization: Officially notarizing documents requiring a notary's signature and seal. Certified True Copies: Verifying copies against original documents. Sworn Declarations: Administering oaths and declarations for applicable legal documents. Document Authentication: Assisting with document verification requirements. Legal Certification: Providing certification for qualifying documents. Document Drafting and Notarization: Assisting with preparing and notarizing appropriate paperwork. Notarization fees start at $45, with final costs depending on signatures, seals, and witnessing requirements. Why Choose a Local Notary in Burlington? When important documents need attention, convenience, affordability, and professionalism matter. Grant Lee Law's office at 4145 North Service Road, 2nd Floor, Burlington, Ontario , offers an accessible location for residents across the region. People searching for Burlington family lawyers may already be familiar with the firm's family law practice. However, its notary services also assist individuals who simply need documents certified or notarized without retaining a lawyer for broader legal representation. For Oakville residents, the Burlington office provides another nearby option without requiring a trip into downtown Toronto. What Should You Bring to Your Appointment? Arriving prepared helps keep the notarization process efficient and prevents unnecessary delays. Before visiting Grant Lee Law, remember to: Bring valid government-issued photo identification. Have your original documents available for verification. Complete all applicable document sections beforehand. Leave any signatures and dates requiring witnessing blank until your appointment. Ontario health cards are not accepted as identification for the firm's notary services. If you're uncertain about specific requirements, calling beforehand is recommended. Can Notary Services Help With Family Law Documents? Notarization and family law frequently intersect, particularly when families are managing paperwork associated with major life changes. For example, individuals navigating separation, financial arrangements, or parenting matters may encounter documents requiring sworn declarations, certified copies, or witnessed signatures. However, notarization is different from legal advice . A notary verifies particular formalities; a family lawyer helps explain legal rights, obligations, and potential consequences. Grant Lee Law provides family law representation involving divorce, separation agreements, parenting arrangements, child support, and spousal support. Those comparing Oakville family lawyers and Burlington-based legal services can explore whether the firm's family law offerings match their circumstances. What About Family Mediation in Burlington? Not every family disagreement needs to end in a courtroom. For separating couples seeking a cooperative approach, mediation can provide an opportunity to discuss disagreements and explore mutually acceptable solutions. A family mediator Burlington residents consult acts as a neutral facilitator, helping parties communicate about important issues such as parenting arrangements and financial responsibilities. Grant Lee Law offers family mediation and collaborative family law services alongside traditional legal representation. While mediation and notarization serve different purposes, both can play roles in helping individuals manage legal processes and complete important paperwork. When Can You Visit Grant Lee Law for Notarization? Grant Lee Law offers notary services Monday through Friday, from 11:00 a.m. to 5:00 p.m. , with Saturday appointments available between 10:00 a.m. and 3:00 p.m. Walk-ins are accepted during weekday service hours, although calling ahead is encouraged. Saturday visits require an appointment. The firm also accepts debit, credit, and Interac payments, making payment straightforward. Get Your Documents Notarized With Confidence — Contact Grant Lee Law Today! Don't allow an unsigned declaration, uncertified document, or missing notary seal to delay your next important step. Whether you need convenient notarization, are comparing Burlington family lawyers and Oakville family lawyers , or are exploring assistance from a family mediator Burlington families can consult, Grant Lee Law offers several legal services from its Burlington office. Call Grant Lee Law today at 289-259-7169 or 289-348-2250 to discuss your notary requirements, confirm what to bring, or schedule an appointment. Visit www.grantleelaw.ca and take the next step toward getting your important documents properly completed. 

Need a Notary in Burlington? Here’s What You Can Get Done at Grant Lee Law

September 30, 2026
When you need an important document notarized, the last thing you want is uncertainty about where to go, what to bring, or whether the service you need is even available. So, does Grant Lee Law offer notary services? Yes. In addition to providing family law services to clients throughout Burlington and the surrounding Halton Region, Grant Lee Law provides affordable notary services from its Burlington office. Whether you need a document notarized, a certified copy, a sworn declaration, or assistance with document authentication, having a local legal office available can make completing the process much more straightforward. What Notary Services Are Available? Notarization can be required for many different personal, professional, and legal documents. Grant Lee Law offers several notarial services in Burlington, including: Notarization Document authentication Legal certification Sworn declarations Document drafting and notarization Certified copies and additional photocopies Notarization fees start at $45, with fees determined by factors such as the number of signatures, seals, and witness requirements rather than simply the number of pages in a document. For people already searching for Burlington family lawyers , having access to notary services through a local law office can also be convenient when dealing with important paperwork. What Should You Bring to Your Notary Appointment? A little preparation can make your visit much easier. Each person signing should bring valid government-issued photo identification, and the name on the identification should match the document. Health cards are not accepted for this purpose. You should also bring the original documents that need to be reviewed. If you require a Certified True Copy, both the original document and the copy need to be presented for verification. Complete the required sections of your forms beforehand, but pay close attention to signatures and dates. If a document needs to be signed or dated in front of the Notary Public, those sections should be left blank until your appointment. If you are unsure about the requirements, contacting the office before arriving can help you avoid an unnecessary second trip. Convenient Notary Services in Burlington Grant Lee Law is located at 4145 North Service Road, 2nd Floor, Burlington, Ontario , making the office accessible to clients throughout Burlington and neighbouring Halton communities. Notary services are available Monday through Friday from 11:00 a.m. to 5:00 p.m., with Saturday appointments available from 10:00 a.m. to 3:00 p.m. by appointment. Walk-ins are accepted, although calling ahead is recommended to help ensure prompt service. For residents who might otherwise be searching for Oakville family lawyers or legal services elsewhere in Halton Region, Grant Lee Law's Burlington location provides another nearby option for both family law assistance and straightforward notarial needs. More Than Notary Services Grant Lee Law's primary practice includes a broad range of family law matters. The firm assists clients with issues such as divorce, separation agreements, parenting matters, child and spousal support, child protection, family court proceedings, collaborative family law, and mediation. The firm's approach focuses on finding solutions suited to each client's circumstances, needs, and budget. For families hoping to resolve disagreements without immediately turning to litigation, mediation may also be worth exploring. A family mediator Burlington residents work with serves as a neutral third party who facilitates discussions between the parties and helps them work toward mutually acceptable agreements. Grant Lee Law offers mediation for family matters involving issues such as parenting arrangements, child support, and spousal support, along with other methods of dispute resolution. Notary or Lawyer: Know the Difference It is important to understand that receiving notary services does not automatically establish a lawyer-client relationship. When acting as a notary or commissioner, the professional's role is focused on the notarization or commissioning of the document. If you need advice about what a document means, how it could affect your legal rights, or whether you should sign it, you may need separate legal advice. This distinction is especially important when documents relate to family law, property, financial obligations, or other significant legal matters. Need Something Notarized in Burlington? Contact Grant Lee Law Don't let an unsigned or unverified document hold up an important application, transaction, or personal matter. Grant Lee Law provides accessible notary services alongside the firm's established family law practice in Burlington. Whether you simply need a document notarized or you're looking for Burlington family lawyers , Oakville family lawyers , or a family mediator Burlington families can turn to for assistance, the first step is finding out which service fits your situation. Contact Grant Lee Law at 289-259-7169 to discuss your notarization needs, confirm what documents and identification you should bring, or arrange an appointment at the Burlington office.

Will You Represent Me in Court? What Burlington Families Should Know Before Taking the Next Step

August 31, 2026
When a relationship breaks down, the last thing most people expect is to find themselves preparing for Family Court. Yet disputes involving parenting, child support, spousal support, property, or financial disclosure can sometimes reach a point where negotiation is no longer enough. So, will a family lawyer actually represent you in court? The answer is yes. At Grant Lee Law, clients can receive representation throughout the Ontario family court process, including conferences, motions and trials. The firm also helps clients determine whether going to court is actually the best option for their particular situation. What Does Court Representation Actually Mean? Having a lawyer represent you means more than simply having someone sit beside you in a courtroom. A family lawyer can help prepare your case from the beginning, including reviewing your circumstances, explaining your legal options, preparing court documents, addressing financial disclosure, negotiating with the other side and developing a strategy for your matter. If your case proceeds before a judge, your lawyer can advocate for your position and present your legal arguments and evidence. Grant Lee Law represents clients in a variety of family court matters, including parenting disputes, child and spousal support, property division, motions and contested divorce proceedings. What If You Can't Afford Full Representation? One of the concerns many people have is the potential cost of family litigation. You may not necessarily need to retain a lawyer for every aspect of your case. Grant Lee Law offers limited-scope or "unbundled" legal services, where the lawyer handles specific portions of your matter while you remain responsible for others. For example, you may want help preparing court documents, reviewing correspondence from the other lawyer, preparing for a conference or understanding what to expect at a particular stage of the process. This approach can provide access to legal guidance while giving clients greater control over their legal expenses. Does Every Family Law Dispute Need to Go to Court? Not at all. In fact, going directly to court isn't always the most effective way to resolve a family dispute. Depending on the circumstances, negotiation, mediation or collaborative family law may provide a faster, less adversarial and potentially less expensive path forward. For families who can communicate and negotiate in good faith, mediation can be particularly useful. A family mediator Burlington couples can turn to acts as a neutral third party. Unlike a lawyer representing one spouse, a mediator does not take sides or make decisions. Instead, the mediator facilitates discussions and helps the parties work toward an agreement. When Does Going to Court Make Sense? There are situations where litigation becomes necessary. For example, court intervention may be appropriate when parents cannot agree about parenting arrangements, one party refuses to provide financial information, support is disputed, assets may be at risk, or urgent parenting or family safety concerns exist. A court application may also be necessary when an existing court order needs to be changed or enforced. This is one reason experienced Burlington family lawyers can be valuable. The goal isn't necessarily to create conflict. It is to understand when negotiation is appropriate, when stronger legal action is required and how to protect your interests throughout the process. What About Families in Oakville? Family law issues don't stop at Burlington's borders. People throughout Halton Region, including Oakville, face many of the same challenges involving separation, parenting, support and property. For this reason, individuals often look for experienced Oakville family lawyers who understand the Ontario family law process and can provide practical advice based on their circumstances. Whether your matter is likely to settle through negotiation or requires court intervention, having legal advice early can help you understand your options before making decisions that could affect your family and finances for years. Court Doesn't Always Mean a Trial One common misconception is that starting a family court proceeding automatically means appearing before a judge at a lengthy trial. That's generally not how family law matters unfold. There may be conferences, motions, negotiations and settlement discussions along the way. Many family law disputes resolve before reaching trial. Grant Lee Law emphasizes preparing clients properly from the beginning so they are positioned for resolution whether the matter settles or ultimately proceeds before a judge. The Right Strategy Depends on Your Situation Every separation is different. Some couples may benefit from mediation. Others may need aggressive legal representation because negotiations have broken down. The important thing is understanding the difference and choosing an approach based on your circumstances—not simply reacting emotionally to what has happened. Need a Lawyer to Represent You in Family Court? If you are facing a family law dispute in Burlington, Oakville or elsewhere in Halton Region, you don't have to navigate the process alone. Grant Lee Law provides family law representation as well as mediation, negotiation, collaborative family law and limited-scope legal services. The firm's approach is focused on finding a solution that considers your legal needs, family circumstances and budget. If you have received court documents, are considering starting a court application, or simply don't know what your next step should be, getting legal advice early can make a significant difference. Contact Grant Lee Law to discuss your situation and find out whether negotiation, mediation or courtroom representation is the right path for you.