Client Questionnaire

1

Contact Information

First Name * Please enter your first name.

Last Name * Please enter your last name.

Email Address * Please enter a valid email address.

Phone Number

Date of Birth

State / Jurisdiction * Please select your state.

2

Service Area

Select the service you're consulting about. Additional questions will appear based on your selection.

⚖️Estate Planning

📋Uncontested Divorce

📄Legal Separation

💍Prenuptial Agreement

🤝Postnuptial Agreement

🏠Adoption

🔍Case Review & Analysis

🏛️Appellate Review

🏢Business Organization

3

Estate Planning

Personal & Household

Marital / Relationship Status

Spouse / Partner Name

Spouse / Partner Date of Birth

Prior Marriages?

U.S. Citizen?

Children & Dependents

Number of Minor Children (<18)

Number of Adult Children

Names & Ages of Children (if applicable)

Guardianship Wishes (for minor children)

Special Circumstances

Special needs dependent

Blended family

Estranged family member

Charitable giving intent

Assets & Property

Estimated Net Worth

Real Estate Holdings

Asset Types You Hold

Business Interests (describe briefly, if applicable)

Existing Documents & Final Wishes

Existing Estate Planning Documents

Last Will & Testament

Revocable Living Trust

Durable Power of Attorney

Healthcare Directive

Healthcare Proxy / Medical POA

None — starting fresh

Distribution Wishes

Preferred Executor / Trustee

Preferred Healthcare Proxy

End-of-Life / Healthcare Wishes (optional)

Additional Notes or Questions

3

Uncontested Divorce

Marriage Information

Date of Marriage

Date of Separation

State Where Married

Spouse's Full Name

Have you and your spouse already agreed on all terms?

Yes — fully agreed

Mostly — minor items pending

No — need assistance

Children

Number of Minor Children

Proposed Custody Arrangement

Children's Names & Ages

Child Support Agreement

Property, Debts & Support

Marital Home

Spousal Support / Alimony

Other Marital Assets to Address

Additional Notes or Concerns

3

Legal Separation

Marriage & Separation Details

Date of Marriage

Date of Separation

Spouse's Full Name

Primary Reason for Separation (vs. Divorce)

Goals for Separation Agreement

Children & Finances

Number of Minor Children

Custody / Parenting Goal

Marital Home Plan

Spousal Support Anticipated?

Additional Notes or Questions

3

Prenuptial Agreement

Prenuptial

About Both Parties

Fiancé / Partner's Full Name

Anticipated Wedding Date

Your Prior Marriages

Partner's Prior Marriages

Your Children from Prior Relationships

Partner's Children from Prior Relationships

Assets, Debts & Desired Provisions

Your Significant Assets (summary)

Partner's Significant Assets (summary)

Your Significant Debts

Partner's Significant Debts

Provisions You Want to Address

Separate property protection

Spousal support terms

Business interest protection

Inheritance / estate rights

Debt responsibility

Property during marriage

Additional Notes or Questions

3

Postnuptial Agreement

Postnuptial

Marriage & Motivation

Spouse's Full Name

Date of Marriage

Primary Motivation for Postnuptial Agreement

Assets, Debts & Desired Provisions

Your Significant Assets (summary)

Spouse's Significant Assets (summary)

Provisions You Want to Address

Separate property protection

Spousal support terms

Business interest protection

Inheritance / estate rights

Debt allocation

Additional Notes or Questions

3

Adoption

Adoption Type & Background

Type of Adoption

Child's Age (if known)

Country of Origin (if international)

Home Study Status

Agency / Social Worker Involved?

Birth Parent / Parental Rights Status

Additional Background or Questions

3

Case Review & Analysis

Case Review

Area of Law

Court / Jurisdiction (if applicable)

Case Number (if applicable)

Current Case Status

Current or Prior Attorney Representation

Case Background

What Do You Need Reviewed?

Upcoming Deadline (if any)

Desired Outcome

3

Appellate Review

Appellate

Trial Court Information

Trial Court Name

Trial Court Case Number

Date of Final Judgment / Order

Area of Law

Trial Court Outcome (summarize)

Appeal Details

Notice of Appeal Filed?

Appeal Filing Deadline

Target Appellate Court

Trial Counsel

Grounds for Appeal

Additional Notes or Questions

3

Business Organization

Business Org

Business Basics

Business Name (if determined)

Desired Entity Type

State of Formation

Business Stage

Nature of the Business

Ownership & Structure

Number of Owners / Members / Partners

Ownership Split (if applicable)

Documents Needed

Articles of Organization

Operating Agreement

Bylaws

Buy-sell Agreement

EIN registration

Registered Agent

Additional Notes or Questions

4

Terms & Consent

Intake Acknowledgment & Consent

No Attorney-Client Relationship: Submitting this questionnaire does not create an attorney-client relationship. A relationship is only formed upon execution of a written engagement agreement.

Confidentiality: Information shared in this questionnaire is treated as confidential and used solely to evaluate whether representation is appropriate. We may be unable to represent you if a conflict of interest exists.

Conflict Check: By submitting, you consent to a conflict-of-interest check. If a conflict is identified, we will notify you and will not retain your information.

Communication Consent: You authorize us to contact you via the email and phone number provided for scheduling and follow-up purposes.

No Guarantee of Representation: Completing this questionnaire does not guarantee that we will accept your matter. We reserve the right to decline representation for any lawful reason.

I have read and understand the acknowledgment above, including that this questionnaire does not create an attorney-client relationship.

I consent to a conflict-of-interest check and authorize contact via the information I have provided.

I confirm that the information I have provided is accurate and complete to the best of my knowledge.

Contact Information

Service Area

Estate Planning

Uncontested Divorce

Legal Separation

Prenuptial Agreement

Postnuptial Agreement

Adoption

Case Review & Analysis

Appellate Review

Business Organization

Terms & Consent

Intake Acknowledgment & Consent

Thank You — Questionnaire Received