Write a short timeline
List the important events in date order. Include when you received any notices, letters, or court papers.
List the people involved
Note every person and business connected to the matter. A lawyer needs these names to check for conflicts before discussing details.
Decide what you want
Write down the outcome you hope for and the questions you need answered. Your priorities shape the advice.
Keep sensitive records private for now
Gather documents for your own reference. Wait for instructions before sending identification numbers, financial records, or medical records.
This guide is a general checklist, not legal advice. It may not list every document or step that matters in your situation.
Official resource: California Courts: finding legal help