Section 1 of 4
Intake Form -Membership Program
Please visit here to get an accurate description of the different features & benefits of each level https://thedivorcesolutionist.com/membership-plans
PLEASE NOTE: We reserve the right to deny or decline anyone who we believe is NOT a good fit for the Program, at the time of their application.
PLEASE NOTE: We reserve the right to deny or decline anyone who we believe is NOT a good fit for the Program, at the time of their application.
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First Name
First Name
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Pronouns preferred:
Pronouns preferred:
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Section 2 of 4
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If you set up an account on your court's portal and would like for me to access it provide your access info (Username and password) and link to the site if you know
If you set up an account on your court's portal and would like for me to access it provide your access info (Username and password) and link to the site if you know
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Choose Membership Level: *There is a one-time registration fee.
NOTE: There is a 3-MONTH COMMITMENT TO ADV LEVEL.
Choose Membership Level: *There is a one-time registration fee.
NOTE: There is a 3-MONTH COMMITMENT TO ADV LEVEL.
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Advanced. $299
Basic $99
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Are you within the US?
Are you within the US?
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Court Status & Info: please provide court location, court dates, specify what court dates are for and which party filed what.
Sonoma County Court, Santa Rosa California. Only pending date is 6/26/23 for a contempt hearing I filed against my STBX.
Court Status & Info: please provide court location, court dates, specify what court dates are for and which party filed what.
Sonoma County Court, Santa Rosa California. Only pending date is 6/26/23 for a contempt hearing I filed against my STBX.
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What type of case do you have? Check all that apply.
What type of case do you have? Check all that apply.
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Custody
Divorce with children and a Property Settlement Agreement
Support (spousal/alimony or child)
Parental Alienation
Narcissistic, Sexual, Physical, Mental, Emotional Abuse or Financial Abuse
Court Corruption or Similar
Legal Abuse
Interstate
I'm not sure
Other
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Is there history or allegations of ANY type of abuse against you, the other party or the child(ren)? If so, is it documented or reported? Please give details.
Is there history or allegations of ANY type of abuse against you, the other party or the child(ren)? If so, is it documented or reported? Please give details.
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Is there a history of mental illness of any party or child(ren)? Please give specific details.
Is there a history of mental illness of any party or child(ren)? Please give specific details.
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Any special circumstances we should know of that can help us to work better with you, i.e. physical, behavioral, neurological limitations, neurodivergent issues, etc.? Please give specific details.
Any special circumstances we should know of that can help us to work better with you, i.e. physical, behavioral, neurological limitations, neurodivergent issues, etc.? Please give specific details.
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Are you or have you been, working with a mental health professional? NOTE: This info will help me to come up with the best plan for you, not to be used in any other way.
Are you or have you been, working with a mental health professional? NOTE: This info will help me to come up with the best plan for you, not to be used in any other way.
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No
I'm exploring.
I don't know.
Other
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Give details on what issues you have been working on with your therapist. NOTE: This info will help me provide the best plan for your specific circumstances, facts and background.
Give details on what issues you have been working on with your therapist. NOTE: This info will help me provide the best plan for your specific circumstances, facts and background.
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Would you like for me to speak with your therapist to get more insight on how we can work together? NOTE: If yes, you would have to sign an authorization.
Would you like for me to speak with your therapist to get more insight on how we can work together? NOTE: If yes, you would have to sign an authorization.
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Is or has the other party working with a mental health professional, to your knowledge?
Is or has the other party working with a mental health professional, to your knowledge?
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Are you working with an attorney? If so, please provide the details. If not, please give history of attorneys you have worked with. For example, how many, complaints, benefits, etc.
Are you working with an attorney? If so, please provide the details. If not, please give history of attorneys you have worked with. For example, how many, complaints, benefits, etc.
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Have you filed any complaints against the judge, any current/previous attorneys, Guardian Ad Litems (attorney for the child) or any other person in your case? If so, please provide details.
Have you filed any complaints against the judge, any current/previous attorneys, Guardian Ad Litems (attorney for the child) or any other person in your case? If so, please provide details.
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Please provide full details & history of your case. NOTE: If you have a timeline or summary you created you can upload that instead.
Please provide full details & history of your case. NOTE: If you have a timeline or summary you created you can upload that instead.
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Do you have your court documents? If so, we will need copies of ALL of them.
Do you have your court documents? If so, we will need copies of ALL of them.
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Which documents do you have in your possession? Please check all that apply. NOTE: All court petitions, orders and motions pertaining this case are REQUIRED for the initial Meeting. ***TRANSCRIPTS will NOT be reviewed unless a special request is made to have them reviewed. Additional fees will be incurred.***
Which documents do you have in your possession? Please check all that apply. NOTE: All court petitions, orders and motions pertaining this case are REQUIRED for the initial Meeting. ***TRANSCRIPTS will NOT be reviewed unless a special request is made to have them reviewed. Additional fees will be incurred.***
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Petition/Complaint (Criminal Court or family law)
Cross Petition/Complaint
Response/Answer (with or without Counterclaim)
Motions
Show Cause
Orders, Judgement or Decree (Criminal Court or family law)
Agreements or Stipulations (parenting plans, custody agreements, divorce, separation, etc.)
Other
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If you have a separate case involving child(ren) or issues from a previous or subsequent relationship/marriage, please indicate the status and facts of that case. NOTE: Any additional/separate cases will NOT be considered in the current case unless it's necessary.
If you have a separate case involving child(ren) or issues from a previous or subsequent relationship/marriage, please indicate the status and facts of that case. NOTE: Any additional/separate cases will NOT be considered in the current case unless it's necessary.
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What sort of help are you looking for from Tracey Bee? What do you believe you need help with most? Be specific, by checking all that apply. NOTE: We will recommend the Level best suited for your case based on your responses here as the features differ based on Membership Level.
What sort of help are you looking for from Tracey Bee? What do you believe you need help with most? Be specific, by checking all that apply. NOTE: We will recommend the Level best suited for your case based on your responses here as the features differ based on Membership Level.
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Emotional, mental support
Understanding the law
Understanding the court process
Understanding court procedure
Practical advice, like how to do something
Serving as a "go between" with you and your lawyer, therapist, the GAL, etc.
Looking up things or researching things
Filling out documents
Understanding documents
Talking about strategy
Preparing for court, hearings, conferences, etc.
Preparing for mediation or settlement
Preparing & Using Discovery
Trial Prep (limited)
Other
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What practical tools, apps, software, etc. do you currently use to help you stay organized & prepared? Be specific, by checking all that apply.
What practical tools, apps, software, etc. do you currently use to help you stay organized & prepared? Be specific, by checking all that apply.
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Apps, i.e. communication, recording, tracking, etc.
File sharing, i.e. Dropbox, Google Drive, etc.
Software, i.e.timeline, finance/budgeting, spreadsheets, etc.
Tracking or sweeping devices
Recording devices, i.e. bodycam
Alcohol monitoring devices
Subscription based services, i.e. Legal Shield, background search, etc.
Other
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What outcome of the program would make you feel like it has helped you or that you would consider it successful in helping in your case? Please explain in detail what you expect us to accomplish in our time together. (It is advisable to stay in the program for at least 3 months to see real results.)
What outcome of the program would make you feel like it has helped you or that you would consider it successful in helping in your case? Please explain in detail what you expect us to accomplish in our time together. (It is advisable to stay in the program for at least 3 months to see real results.)
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We need to get an idea of your needs with respect to getting the support you need. Check the one that applies most:
We need to get an idea of your needs with respect to getting the support you need. Check the one that applies most:
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I get extremely emotional.
I get moderately emotional.
I barely get emotional.
My emotions are not an issue.
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What are your triggers? In other words, what gets to emotional, or causes you to react. Check all that apply.
What are your triggers? In other words, what gets to emotional, or causes you to react. Check all that apply.
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Your ex or STBX behavior.
The judge or coutroom.
The lawyer(s).
The process overall.
The GAL (lawyer for the child)
Finances
Other
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult to focus or concentrate when in court.
It's moderately difficult to focus or concentrate when in court.
It's easy for me to focus or concentrate when in court.
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult to focus or concentrate when out of court.
It's moderately difficult to focus or concentrate when when out of court.
It's easy for me to focus or concentrate when out of court.
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult to understand most legal stuff.
It's moderately difficult to understand most legal stuff.
It's easy for me to understand most legal stuff.
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult to get & stay organized on the simplest task.
It's moderately difficult to get & stay organized on the simplest task.
It's easy for me to get & stay organized on the simplest task.
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult to find most things on my own.
It's moderately difficult to find most things on my own.
It's easy for me to find most things on my own.
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult for me to speak in front of other people.
It's moderately difficult for me to speak in front of other people.
It's easy for me to speak in front of other people.
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult to see things from another person's perspective.
It's moderately difficult to see things from another person's perspective.
It's easy for me to see things from another person's perspective.
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Check the one that applies most:
Check the one that applies most:
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It's extremely difficult to find hope in my current situation or my future.
It's moderately difficult to find hope in my current situation or my future.
It's easy for me to find hope in my current situation or my future.
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Check the one that applies most:
Check the one that applies most:
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I am very ready & capable of doing my part to ensure that my case goes as I'd like.
I am somewhat ready & capable of doing my part to ensure that my case goes as I'd like.
I am not ready & capable of doing my part to ensure that my case goes as I'd like but am willing to work at it.
I am not ready & capable of doing my part to ensure that my case goes as I'd like.
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Why do you think your case is playing out the way it is? Check ALL that apply.
Why do you think your case is playing out the way it is? Check ALL that apply.
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The judge is the problem.
The other party is the problem.
The Guardian ad Litem (attorney for the child), custody evaluator, etc. is the problem.
The lawyer(s) is the problem.
The law is the problem.
The court system/process is the problem.
I am the problem.
I honestly don't know.
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Which part of the Family Court process is most intimidating as a pro se (self represented) litigant?
Which part of the Family Court process is most intimidating as a pro se (self represented) litigant?
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The court process itself.
The judge.
The GAL (or other forensics professionals).
The opposing party's lawyer.
The time, effort and money.
Other
I don't know yet.
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Please share specific details of THE OUTCOME of your case you expect out of this Membership Program? We want to be sure that this is the right fit for you and your case.
Please share specific details of THE OUTCOME of your case you expect out of this Membership Program? We want to be sure that this is the right fit for you and your case.
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If you are not accepted into the Membership program would you still be interested in our Unbundled Services?
If you are not accepted into the Membership program would you still be interested in our Unbundled Services?
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If Unbundled Service, which one(s)? (Rates for these are at https://thedivorcesolutionist.com/rates-fees)
If Unbundled Service, which one(s)? (Rates for these are at https://thedivorcesolutionist.com/rates-fees)
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Document Preparation
Document Review
Research
Investigation
Judge Search
Attorney Screen
Process Server
Uncontested Divorce
Strategic Action Plan
Best Interests Analysis
Trial Prep
Other
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You are aware of the fact that I am not representing you in this Membership program, right? The service would be strategic coaching/consulting.
You are aware of the fact that I am not representing you in this Membership program, right? The service would be strategic coaching/consulting.
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Section 3 of 4
How it Works
Once you have completed ALL required sections of this Form and upload it, you will receive a response within 24 hours via email. PLEASE CHECK YOUR EMAIL (email received from divorcecoachesq@gmail.com). If you don't receive a response within 24 hours please feel free to follow up.
We will recommend the Level that best suited for your case, your concerns and your objectives. Although it is your choice to choose the Level you prefer, we use specific guidelines to help gear you to the one that has significant chances of helping you reach your goals. Please go here to see the different features for each level. https://thedivorcesolutionist.com/membership-plans
If you are accepted, you will receive an email. The email will include a Membership Agreement, the Program Rules, a link to pay and further instructions.
Once I receive all of the requested information back, you will start the Onboarding process.
If you are NOT accepted, you will have the option to be put on the Waitlist or use any one of the Unbundled Services. Https://thedivorcesolutionist.com/unbundled-services
If you are accepted, you will receive an email. The email will include a Membership Agreement, the Program Rules, a link to pay and further instructions.
Once I receive all of the requested information back, you will start the Onboarding process.
If you are NOT accepted, you will have the option to be put on the Waitlist or use any one of the Unbundled Services. Https://thedivorcesolutionist.com/unbundled-services
Section 4 of 4
What to Expect
NOTE: There is a 3-month commitment to the Advanced Level membership. Termination before this period ends will result in a $250 fee.
The Membership is NOT for everyone so we will exercise strict scrutiny in choosing who should be a part of the program. Please be mindful of the commitment to doing the work, to showing up and to taking advantage of the resources provided. If you are unsure of your ability to remain in the program for THREE MONTHS, then don't apply. There are other options for you, like the workshops, strategy sessions and Unbundled Services.
This program is specifically designed to help you learn how to understand the laws, learn how to interpret your court rules, learn the best way to document, gather & organize your evidence, learn how to fill out & file documents, use practice tips to be a better witness, make better choices when working with attorneys, GALS, etc. and so much more. However, not everyone will find it helpful if you don't do THE WORK. This is not intended to just give you easy answers, you are responsible for doing your part as well. (Read the Agreement and the Rules for more details.)
The things we will cover: advise you on when working with an attorney is the better option if you are pro se. We will make recommendations on getting outside support or help when we think it would help you prepare better. We will suggest some tips on things not directly related to the legal aspect of your case if we think it could position your case better.
Our ultimate goal is to ensure that we help you with the legal aspect, but the emotional, mental, personal aspects too. Our approach is a holistic one, we believe that focusing on the whole you is the best way to increase your chances of getting the outcome you want. But the emphasis is on us working together in a holistic manner. That means we each have our responsibility and must be accountable.
We understand that people from all backgrounds have challenges processing emotions, focusing their attention, communicating effectively. So we take pride in making sure that our clients have the special attention they need to make navigating the Family Court process much smoother.
If you have any special concerns, require special attention in a specific area (like public speaking, organizing, etc.) or anything you want us to really focus on please include it.
You can always email Tracey Bee at divorcecoachesq@gmail.com.
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