Potential client intake form

Tax return preparation

Personal, business, or fiduciary tax returns

Estate planning

Making or updating a deed, will, trust, power of attorney, or medical directive

Another person's estate or trust

Legal representation as an administrator, trustee, executor, beneficiary, etc.

A family law case or mediation

Uncontested divorce, separation, custody or property settlement agreements

First name

Middle name

Last name(s)

Personal/Confidential Email Address

Upon submission, a copy of this form will be sent to this email address

Street address

City

State

Zip/Postal code

Cell phone

Home phone

What is your preferred contact method?

Texting only number: 833-934-4838

Specific goals, case information, upcoming court hearings, etc.

Feel free to share information you would like us to know about your legal matter before the consultation.

Please upload a copy of your driver's license or other photo identification

Drag your files here

How were you referred to our firm?