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Gathers immigration-related background (status, entry history, family, petitions) for case evaluation.
Intake for clients setting up a living trust (beneficiaries, trustees, property, assets).
Online immigrant visa and alien registration application for clients going through consular processing.
General intake form to open a bankruptcy file; captures basic personal and case information.
Expanded version of the living trust form, covering wills, guardianships, healthcare directives, and estate planning.
For business bankruptcies: collects company financials, debts, contracts, and assets.
Collects client financial details (debts, income, assets, household info) needed to start a bankruptcy case.