Legal Assistance Client Intake Questionnaire Form Page 2
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1
2Client
Client
Atty Use:
Atty Use:
LEGAL ISSUE
LEGAL ISSUE
Use
Use
Record
Record
Time
Time
Naturalization/Immigration
Wills/Estate Planning
(Personal Citizenship)
General Estate Planning Advice/General
Naturalization - Active duty or veteran
Probate Advice; No Documents Drafted
Tax-Related Estate Planning Issue
Immigration - Dependents
Military Rights/Benefits
Simple Wills
Will
SCRA
Living Will (medical)
Credit Bureau Deployment Alerts
Health Care POA/Advance Directive
MSRRA
DPOA (financial)
Retiree/VA Benefits
Trust for minors
Survivor Benefits Program
DD 93
USERRA
SGLI beneficiary designation
UFSPA including CHCBP
Consumer Fraud/Abuse
Complex Wills
Credit Shelter Trust
Auto fraud
DCS trust
Door to door sales violations
Marital deduction trust
Identity theft
Qualified domestic trust
Lending fraud
Qualified terminable interest trust
Mortgage fraud
Special needs trust
Deceptive acts and practices violations
Will Execution
Creditor/Debtor
Non-Support
Bankruptcy/Credit Counseling
Alimony (spouse/domestic partner)
Debtor counseling/security clearance
Child
Defendant in Collection Suit
Divorce/Separation
FCRA/FDCPA
Custody
Lemon law counseling
Predatory Lending
Guardianship
Bank debit card fees/overdraft fees/prepaid
Child Custody/Child Protective Services
credit card fees
Conservatorship/ Adult protective services
Cash advances
Adoption
Pay day loans
Paternity
Title loans
Name Change
Power of Attorney
Property/Landlord Tenant
Advice Only
Advice & Drafting
Foreclosure/Short Sale (Tenant Only)
Tax Law
Landlord-Tenant Dispute
Lease Review - tenant or AD landlord
Advising about an IRS notice
Real Estate Purchase Contract Review
Advising about a State Tax notice
Domestic Violence/Assault
Foreclosure/Shortsale Advice
Revised Sept 2014
Mandatory Use/OJAG Code 16
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Parent category: Business