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INSTRUCTIONS
PLEASE READ THESE
INSTRUCTIONS
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All below information to the best of your knowledge is needed to prepare a
written retainer (fee) agreement, supporting authorizations to third persons
for release of information to counsel and to open file. Please be thorough, complete each
item requested, and use FULL LEGAL NAMES - NOT INITIALS.
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CRIMINAL
- DUI - TRAFFIC
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RETAINER
DATA FORM - Criminal, DUI & Traffic
3
Pages - Approximate Size 32 KB
- NO PASSWORD - ACCESS UNRESTRICTED
With a call, this information
may also be provided by phone
FACT
SHEET - DUI, DWAI, DEAC
26
Pages - Approximate Size 82 KB
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ACCESS RESTRICTED BY PASSWORD
I set DUI defense factual interview
appointments as follows.
1. In person interview appointment
during business hours 8:30 am - 3:30 pm Monday - Friday or
2. Telephone interview appointment commencing 8:30 pm Monday - Thursday.
Evening factual interviews by phone are limited to DUI defense and are not
offered in other legal matters.
3. I do not set evening physical
appointments in any type of case, including DUI defense.
NOTE TO CLIENTS:
a. Completion of the linked
fact sheet and return with sufficient time for me to review before our physical
or phone appointment can reduce the time required during a factual interview.
b. If a client is not thorough
with informational responses on the fact sheet, I prefer to simply glean the
information during our interview and eliminate the fact sheet altogether.
I have found this to be the case with most clients, and honestly do prefer ¶c
below.
c. Simple review of the fact
sheet by the client prior to interview will refresh your recollection and make
us more efficient during our interview. This is probably the best
alternative - review, but don't bother completing the fact sheet.
d. To allow sufficient time
that we are not rushed, I prefer to set DUI defense factual interviews no later
than 3:30 pm or evening phone appointments as indicated above.
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RETAINER
DATA FORM - Domestic Violence Criminal Defense
3 Pages - Approximate Size
31 KB
- NO PASSWORD - ACCESS UNRESTRICTED
With a call, this
information may also be provided by phone
FACT
SHEET - Domestic Violence Criminal Defense
38 Pages - Approximate Size 102 KB
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I ask that clients be thorough with informational responses on
the linked fact sheet I set criminal defense in person factual
interviews during business
hours 8:30 am - 3:00 pm Monday - Friday, or the interview may be conducted by
telephone during the above stated times. To allow sufficient time that we
are not rushed, I prefer to set criminal defense factual interviews no later
than 3:00 pm. I do not offer evening interviews.
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RETAINER
DATA FORM - Sealing Criminal Justice Records
2 Pages - Approximate Size
30 KB
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With a call, this information may
also be provided by phone
FACT
SHEET - Sealing Criminal Justice Records
3 Pages - Approximate Size 33 KB
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I ask that clients be thorough with
informational responses on the linked fact sheet. Between the client's
information, litigation history I obtain from the internet and physical
retrieval of relevant files at the courthouse, I generally have sufficient
information that any questions arising during preparation of the sealing lawsuit
can be answered in a brief phone conversation.
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FAMILY
LAW
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A great deal of information must
be learned to provide effective representation in family law matters.
Dredging the facts by oral interview would result in prohibitive attorney's
fees. I insist that family law clients be thorough with informational
responses on the linked fact sheets and produce documents to the extent
possible. Thereafter, I generally have sufficient information that any questions arising
during preparation of the lawsuit can be answered in a few brief phone
conversations.
RETAINER
DATA FORM - Divorce, Legal Separation, Support Enforcement & Modification
2 Pages - Approximate Size 33 KB
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may also be provided by phone
FACT
SHEET - Divorce - Dissolution, Legal Separation, Support Enforcement &
Modification
60 Pages - Approximate Size 211
KB
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FACT
SHEET - Divorce - Dissolution, Legal Separation - Children
27 Pages - Approximate Size
83 KB
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RETAINER
DATA FORM - Enforcement of Child Support & Spousal Maintenance
3 Pages - Approximate Size 35 KB
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With a call, this information
may also be provided by phone
FACT
SHEET - Enforcement of Child Support & Spousal Maintenance
27 Pages - Approximate Size 95 KB
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RETAINER
DATA FORM - Modification - Support
3
Pages - Approximate Size 35 KB
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With a call, this information
may also be provided by phone
FACT SHEET - Modification - Support
64 Pages - Approximate Size
195 KB
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RETAINER
DATA FORM - Modification - Parental Responsibility & Parenting Time
3
Pages - Approximate Size 35 KB
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may also be provided by phone
FACT SHEET - Modification - Parental Responsibility & Parenting
Time
aka Custody &
Visitation
39 Pages - Approximate
Size 130 KB
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RETAINER
DATA FORM - Paternity - Legal Parentage
4 Pages - Approximate Size 36 KB
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With a call, this information
may also be provided by phone
FACT
SHEET - Paternity - Legal Parentage
98 Pages - Approximate Size 275
KB - ACCESS RESTRICTED BY PASSWORD
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RETAINER
DATA FORM - Step Parent Adoption
4 Pages - Approximate Size 36 KB
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With a call, this information
may also be provided by phone
FACT
SHEET - Step Parent Adoption
43 Pages - Approximate Size 117
KB
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PROMISSORY NOTE -
Family Law
1
Page - Approximate Size 17 KB
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A promissory note is frequently
relevant in family law cases evidencing debt to family members or friends
who have given financial assistance. A promissory note may foreclose
the opposing party's argument that the loan was a gift.
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DEBT
COLLECTION
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RETAINER
DATA FORM - Creditor Debt Collection
3
Pages - Approximate Size 36 KB
- NO PASSWORD - ACCESS UNRESTRICTED
With a call, this information may
also be provided by phone
FACT SHEET
& ACCOUNT REFERRAL - Creditor Debt Collection - NEW
CLIENT
8
Pages - Approximate Size 48 KB
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FACT SHEET
& ACCOUNT REFERRAL - Creditor Debt Collection -
EXISTING
CLIENT
8
Pages - Approximate Size 48 KB
- ACCESS RESTRICTED BY PASSWORD
I ask that clients be thorough
with informational responses on the linked referral sheet and document
production. Thereafter, I generally have sufficient information that any questions arising
during preparation of the lawsuit can be answered in a brief phone
conversation or two.
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PROMISSORY
NOTE - Creditor Debt Collection
A promissory note may also
be relevant in debt collection cases if the creditor is not in possession
of a note but can obtain debtor's
execution on a promissory note to evidence validity of the debt. If
a debtor is willing to execute a note, I advise clients to delay legal
referral, obtain an executed promissory note upon terms the debtor can
realistically honor, then allow the debtor opportunity to make timely
payments or default on the note. A promissory note will simplify the
creditor's collection litigation. Co-makers would require additional
documents - consult the attorney.
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NOTICE
OF RIGHT TO CURE DEFAULT -
Creditor Debt Collection
1 Page - Approximate Size 29 KB
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I ask that clients send the debtor a
notice of right to cure prior to referral for legal action. This reduces
statutory delay before lawsuit can be commenced.
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NSF CHECK DEMAND
AND STATUTORY NOTICE - Creditor Debt Collection
3
Pages - Approximate Size 36 KB
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I ask that clients send the NSF check
maker a demand and statutory notice prior to referral for legal action.
This reduces statutory delay before lawsuit can be commenced.
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GENERIC
ATTORNEY - CLIENT DOCUMENTS
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FACT
SHEET - Last Will & Testament,
POA,
Medical Declaration, Anatomical Gift
Declaration
10 Pages - Approximate Size 45 KB
- ACCESS RESTRICTED BY PASSWORD
