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How to Submit Your Information

To provide you with the most efficient legal and title services, please review these instructions before beginning your intake form. Having your documents ready ensures a smoother process for your file.

IDENTIFICATION

Valid government-issued photo ID for all parties involved in the legal matter.

PROPERTY DETAILS

For real estate matters, have the property address and legal description available.

ESTATE ASSETS

A general list of assets, including bank accounts, real property, and life insurance policies.

BUSINESS ENTITY INFO

Relevant formation documents or tax ID numbers for small business legal matters.

Real Estate Closing Forms

Secure closing and title intake for Buyers and Sellers

Estate Planning

Wills, trusts, and probate matters

Small Business Matters

Entity formation and legal filings

Next Steps After Submission

Review & Acknowledgement

Our professional legal team will immediately review your information to ensure all necessary data has been captured for your specific matter.

Personal Follow-up

A firm representative will reach out via your preferred contact method within 1-2 business days to discuss the details and schedule any necessary consultations.

Matter Initiation

Once verified, we officially open your file and begin the legal drafting or title search process, providing you with a clear timeline and secure access to your documents.

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