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Pre-Consultation Information Form

This information is important to develop an understanding of your case.  Please provide as much detail and accuracy as possible.​

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NOTICE.

  • This is only for when the attorney has requested specific information.​

  • Do NOT transmit any data with this feature, unless specifically asked to do so.

  • WARNING:  Any UNSOLICITED file transfers will be IGNORED.

  • These communications do NOT form an attorney-client relationship unless a follow-on representation agreement is signed by both parties. 

  • By submitting information through this website, you agree to opt-in to receive emails and texts (data rates may apply).

E.g., summons, complaint, copies of all deeds to real estate, certificates of title, financial statements showing ownership of accounts, stock/bond certificates, pre-marital or marital agreements, long-term care policies, divorce decree or property settlement agreements, personal income, corporate, or partnership tax returns (including tax returns for gifts, estates, and trusts), and existing planning documents (wills, trusts, powers of attorney, health care directives).

ARAG:

  • The cost, depends of type of coverage.

  • FULLY COVERED means you won't get a bill (but systems don't allow $0).

  • Even with fully covered, I am permitted to bill if it exceeds to covered amount, and if I give YOU NOTICE.

  • SOMETIMES = REDUCED RATE or DEDUCTIBLE


PRE-LITIGATION:

  • FOCUS is to resolve issue before trial.

    • Means if court case is filed = WITHDRAW

    • OPTIONS:

      • Pro Se

      • Successor Attorney

  • Constitutes CAMPAIGN Demand/Cease and Draft Complaint

  • Success: no guarantees

    • Depends on non-Legal factors

      • OP culture

      • OC culture

      • Financial solvency

    • Depends on Legal factors

      • Facts and circumstances

      • Strength of the argument we can make

      • ARBITRATION clause?

    • Rate = 8-9 willing to negotiate/offer; 7-8 achieve recovery

      • If get an offer, then

        • accept = settles the case

        • counter = continue to negotiate

        • reject = recovery is unlikely = SUE or DROP

          • Attorney WITHDRAW

How did you hear about us?
Title

Indicate if "Not Applicable."

If you currently have a lawyer, are you seeking NEW representation?

CONFLICT CHECK!!!


MUST search WIX - CONTACTS!!

This is the date of the physical mishap or legal injury (e.g. breach of contract, wrongful termination, interference, etc.)

  • VENUE? STRC ICDR

  • Who harmed whom?

    - Actual/foreseeable INJURY?

    - INNOCENT party?

  • DUTY owed? CLOTING

  • Apparent authority/AGENCY? EIAI PATS

  • NOTICE? In writing?

  • CONSENT?

  • PROMISE? Warranties EMF –Estoppel PRIAD

  • Agreement/process FAIRNESS? MMDFUCR

  • REMEDY?

  • CONSTITUTIONAL?

    - GOV/STATE?

    - Criminal 4A, 5A, 6A SHEP USS WPOP PPT

    - Civil – 1A, 2A, equal protection

  • GOVERNING AGREEMENTS: verbal/written, lease, contract, property deed, Advance Health Care Directive, Power of Attorney, Trust, Will, and TERMS.

  • RISKS: Disclaimer WARRANTIES/Merchantability, ARBITRATION limits, MOVE-OUT FEES specified

  • VALUE: of property (involves land or home, insurance, pension, etc.), $10k, $100k, $13.99m, Joint Tenants or other co-ownership, etc.

  • INSURANCE: coverage for damages

  • ACTS/OMISSIONS: Who is LIABLE (or should be) to WHOM and WHY?

Date of Birth
Month
Day
Year

NEEDED for POA negotiation.

NEEDED for POA negotiation.

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NOTICE.

  • This is only for when the attorney has requested specific information.​

  • Do NOT transmit any data with this feature, unless specifically asked to do so.

  • WARNING:  Any UNSOLICITED file transfers will be IGNORED.

  • These communications do NOT form an attorney-client relationship unless a follow-on representation agreement is signed by both parties. 

  • By submitting information through this website, you agree to opt-in to receive emails and texts (data rates may apply).

Confirmation of Interest to Avoid Probate

  • This is only for when the attorney has requested specific files.​

  • Do NOT transmit any documents with this feature, unless specifically asked to do so.

  • WARNING:  Any UNSOLICITED file transfers will be IGNORED.

Probate Avoidance

  • This is only for when the attorney has requested specific files.​

  • Do NOT transmit any documents with this feature, unless specifically asked to do so.

  • WARNING:  Any UNSOLICITED file transfers will be IGNORED.

AGREEMENT TO LEGAL EUCATION

  • This is only for when the attorney has requested specific information.​

  • Do NOT transmit any documents with this feature, unless specifically asked to do so.

  • WARNING:  Any UNSOLICITED file transfers will be IGNORED.

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