The forms below are used to open your client file. These forms are comprehensive and enable us to provide for all of your needs. We understand that everyone’s needs are unique, but we ask that you complete these forms as best you can so that nothing is overlooked. If you do not have the information requested, you may state that directly on the form and we will follow up with you on how it may be obtained.
You may prepare these forms prior to your initial consultation and forward them to us, so that we may determine your needs and begin to handle your matter immediately, or complete them after you retain us. If you need assistance in completing any of these forms, please contact our office and we will be glad to help you!