top of page

Pre-Consultation Information Form

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

​​​

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).

How did you hear about us?

Indicate if "Not Applicable."

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

CONFLICT CHECK!!! - search CONTACTS

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

  • 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?

  • 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

Date of Birth
Month
Day
Year

NEEDED for POA negotiation.

NEEDED for POA negotiation.

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

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.

bottom of page