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Auto / Car Accident
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Do You Currently Have an Attorney?
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Yes
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Total Monthly Income?
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Less than $1k
$1k-5k
$5k-10k
$10k-15k
More than $15k
Total Debt?
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Less than $5k
$5k-10k
$10k-20k
$20k-50k
More than $50k
Own Real Estate?
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Yes
No
Marital Status:
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Unmarried, Living Together
Unmarried, Do Not Live Together
Married, Living Together
Separated
Divorced
Other
Do You Have Children?
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Yes
No
Value of Your Assets?
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Less than $50k
$50-$500k
$500k-$1m
More than $1 million
Any Prior Alcohol Related Offenses?
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Yes
No
Type of Alcohol Test Performed?
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No Test
Refused Test
Breath Test
Blood Test
Urine Test
Don't Know
Blood Alcohol Content Measured by Test:
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No Test
0.00% - 0.04%
0.05% - 0.08%
0.09% - 0.12%
0.13% - 0.16%
0.17% - 0.20%
> 0.20%
Don't know
Status of Claim:
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No action taken yet
Demand for compensation made
Lawsuit filed
Other
Date of Incident:
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< 1 year ago
1-3 years ago
> 3 years ago
Were You Hospitalized or Treated by a Doctor?
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Yes
No
Were You at Fault?
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Yes
No
Primary Injury:
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Anxiety
Back or Neck Pain
Broken Bones
Cuts and Bruises
Headaches
Memory Loss
Loss of Limb
Other (describe on next page)
Cause of Injury:
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Traumatic Physical Injury (Accident)
Repeated Trauma Injury
Mental Injury
Occupational Disease
Not Sure
What is Your Role in this Matter?
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I have been accused
I am acting on behalf of someone who has been accused
Other
Are You Seeking Expungement?
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Yes
No
What Type of Charge?
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Felony
Misdemeanor
Juvenile
Other
Country of Citizenship:
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Immigration Issue:
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Citizenship
Permanent Visa
Temporary Visa
Other (describe on next page)
The Person with the Immigration Issue Is:
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In the USA with proper documentation
In the USA without proper documentation
Not in the USA
In deportation proceedings
Other (describe on next page)
What is the Applicant's Occupation?
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Age of Applicant?
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Does Applicant have a Long Term Disability Policy?
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No
Yes
How Did Applicant Obtain the Disability Policy?
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Employer
Self
Other
Has Applicant Previously Applied for Long Term Disability Benefits?
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Yes, claim pending
Yes, claim denied
No
Has Applicant Ever Received Long Term Disability Benefits for this Claim?
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Yes, currently receiving
Yes, appealing a decision to stop payment of benefits
No
Applicant's Monthly Salary/Pay When Last at Work:
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< $1,000
$1,000 - $2,000
$2,000 - $3,000
$3,000 - $4,000
$4,000 - $5,000
$5,000 - $6,000
$6,000 - $7,000
$7,000 - $8,000
$8,000 - $9,000
$9,000 - $10,000
>$10,000
When Did Your Condition First Begin to Affect You?
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< 1 year ago
1-3 years ago
3-5 years ago
> 5 years
Has Your Condition Caused You to Stop Working or Substantially Reduce Your Work Hours?
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Yes
No
Have You Worked at Least 5 of the 10 Past Years?
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Yes
No
Have You Applied for Social Security Disability?
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Yes, claim pending
Yes, claim denied
No
Are You Currently Receiving Social Security Disability Benefits?
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Yes
No
Are You Currently Being Treated by a Doctor?
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Yes
No
Was a Police Report Filed?
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Yes
No
Total Employees of Business? (estimated)
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1-5
6-20
21-50
51-100
101-500
501-1,000
>1,000
The Employer Is a:
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Sole proprietorship (mom and pop)
Partnership, Franchise
Privately held company
Public corporation
Government Agency
Don’t know
Injuries from Medical Malpractice:
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No Injury
Minor Injury
Disfigurement or cosmetic injury
Short term loss of physical ability
Long term loss of physical injury
Possibility of future harm
Death of Patient
Type of Driver's License:
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Private
Commercial
Traffic Violations:
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DUI/DWI
Speeding
Disregarding a Stop Sign
Disregarding a Red Light
DMV Letter About License
Failure to Appear in Court
License Suspended/Revoked
Minor in Possession of Alcohol
No Child Safety Seat
No Liability Insurance
No Seat Belt
Open Container of Alcohol
Racing
Unpaid Traffic Tickets
Warrant Issue for Arrest
Other Violation
Do You Have a Court Date?
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Yes
No
Type of Assets:
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Business Interests
Cash
Life Insurance Policies
Pensions/Retirement
Personal Possessions
Property
Stock/Bonds
Total Amount of Assets:
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< $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
>$1,000,000
What Is Your Role in this Matter?
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Preparing My Will
Executor
Heir
Other
Relationship to the Victim:
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Parent
Spouse
Sibling
Friend
Other
Were Criminal Charges Files?
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Yes
No
Not Sure
What was the Cause of the Victim's Death?
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Vehicle Accident
Negligent/Careless Act
Reckless Act
Other
Type of Property:
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Residential
Commercial
Industrial
Agricultural
Recreational
Other
Total Amount of Payments that are Past Due:
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$0 - $499
$500 - $999
$1,000 - $2,499
$2,500 - $4,999
$5,000 - $9,999
$10,000 - $24,999
$25,000 - $49,999
$50,000 - $99,999
>$100,000
Total Amount of Loan?
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< $10,000
$10,000 - $24,999
$25,000 - $49,9999
$50,000 - $99,999
$100,000 - $199,999
$200,000 - $299,999
$300,000 - $399,999
$400,000 - $499,999
$500,000 - $599,999
>$600,000
Have You Received a Notice of Default from the Lender?
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Yes
No
Area of Real Estate:
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Condos and Coops
Construction Disputes
Purchase/Sale Contract
Refinancing Agreement
Title and Boundary Disputes
Zoning
Planning and Land Use
Property Deeds and Transfers
Liens
Other
I Would Like a Lawyer to:
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Give me general advice to protect my interests
Act as my agent in the transaction
Assist me in the remaining stages of the transaction
Bring a lawsuit against another party
Defend against a lawsuit filed by another party
Other
Legal Services Needed for Your Estate:
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Real Estate
Charitable Giving
Contested Wills
Drafting Wills or Trust
Estate Administration
Asset Protection
Other
Has the IRS reached out to you about the issue?
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Yes
No
Type of Tax Issues:
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Income
Estate
Business
Other
Would You be Willing to Pay for a Law Firm to Assist?
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