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Prospective Client Initial Consultation Form

The purpose of an initial consultation is for the attorney to advise you, the prospective client what, if anything, may be done for you, and what the minimum
fee therefore will be. The purpose is not to render a definitive legal opinion as it may be impossible to fully assess a matter within the time frame allotted for a consultation or with the (information or documents) that you may be able to provide at the initial consultation.

One of three outcomes is possible following your consultation.
A. You and the Attorney mutually agree to the terms of representation, or
B. The Attorney declines representation, or
C. You decide not to use the services of the Attorney.

Note: The following questions will help us to understand the reason for your
visit today. Your responses are protected by attorney/client privilege and will be
held in strict confidence.

After completing the form below, you’ll be able to schedule your complimentary 15-minute call with us.

First Name**
Middle Initial
Last Name**
Phone Number**
Email*
Address*
Street Address City State / Province / Region ZIP / Postal Code
Explain
Are there other parties involved? (Examples: surviving spouse, siblings, creditors, etc.)
Party Relationship
Please upload any documents (papers) that you think will help us understand the issues.
Max. file size: 1 GB.
Please Read Carefully & Sign Below

Following your initial interview, if you agree to hire the Attorney, and the Attorney agrees to represent you, you will both sign an Engagement Letter. The Engagement Letter will set forth the terms and conditions of representation.

If the Attorney is willing to represent you and you decide not to use our services, you are strongly urged to immediately consult with other legal counsel to protect your rights.

NOTICE: This office does not represent you with regard to the matters set forth by you herein in this information sheet or discussed during your consultation, unless and until, both you and the Attorney execute a written Engagement Letter. If the Attorney does not agree to represent you, this includes not representing you with regard to the matter set forth by you on this information sheet, or any other matters you may discuss with the Attorney during your consultation. If your legal problem(s) involve a potential lawsuit, it is important that you realize a lawsuit must be filed within a certain period of time called a Statute of Limitations. Therefore, the Attorney strongly urges you to immediately consult with another attorney to protect your rights. The Attorney's decision not to represent you should not be taken by you as an expression regarding the merits of your case.

Your signature acknowledges only that you received a copy of this completed information sheet and does not mean you have hired the Attorney.
Signature*
Date*
MM slash DD slash YYYY

Areas We Service

Our probate attorneys serve the entire state of Florida with coverage in Orlando, Naples, West Palm, and Tampa.

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