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Client Forms

Immigration Questionnaire

Gathers immigration-related background (status, entry history, family, petitions) for case evaluation.

Living Trust Questionnaire

Intake for clients setting up a living trust (beneficiaries, trustees, property, assets).

DS-260 Application

Online immigrant visa and alien registration application for clients going through consular processing.

Bankruptcy Intake Form

General intake form to open a bankruptcy file; captures basic personal and case information.

Living Trust & Estate Planning Questionnaire

Expanded version of the living trust form, covering wills, guardianships, healthcare directives, and estate planning.

Bankruptcy Business Questionnaire

For business bankruptcies: collects company financials, debts, contracts, and assets.

Bankruptcy Questionnaire (English & Spanish)

Collects client financial details (debts, income, assets, household info) needed to start a bankruptcy case.

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