Client Form

Acknowledgement*

I understand and agree that completing this questionnaire does NOT create an attorney-client relationship. This form is used to evaluate a potential client's legal needs to determine what services the firm may be able to offer or recommend.

Have you already scheduled a consultation with the firm?

YesNo, please contact me at the phone or email below to schedule

What type of legal assistance do you need? CHOOSE ONLY ONE SERVICE PER FORM.*

Dealing with the estate or property of a person who has died (Probate)Preparation of Wills, Trusts, Transfer on Death Deeds, or other estate planning documentsGuardianship of an incapacitated personGuardianship of a minor child to collect insurance/assets due to themSingle Member LLC or Series LLCLegal Name Change

**If none of the above services apply, please call 210-910-8431 to provide more information so the firm can determine if the attorney is able to continue with your consultation.**

Would you like to provide instructions regarding pronouns (he/she/them/etc.) of any person whose names may appear in documents we prepare?

YesNoUnsure

Do you need help in your capacity as:

Executor/Administrator (this is the person who will be in charge of the estate)A beneficiary/heir who will not be in charge of the estateOther

Do you expect any legal contests or lawsuits related to the estate or who will serve to be in charge of the estate?

NoYes (please call 210-910-8431 for a referral to a probate litigation attorney unless you already disclosed the circumstances surrounding the legal dispute to our staff)Other

Decedent's legal name (as appears on their Driver's License, if any)*

First NameMiddle NameLast NameSuffix

Other versions of Decedent's name that may appear on titles or accounts

Birth Date

MonthDayYear

Date of Death*

MonthDayYear

Decedent's Social Security Number*

If not sure, type "unknown"

Decedent's Driver's License Number, if any*

If not sure, type "unknown" - if none, type N/A

Decedent's Preferred pronouns

He/himShe/herThey/ThemOther

County of Residence*

Decedent's Address at Time of Death (may be different from homestead)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Decedent's Permanent Residence Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Which of the following applies?*

Decedent owned the house located at the address aboveDecedent did not own the above property or any other homeDecedent did not own the above property but did own a home

Who would be the client?*

IndividualCouple

Proposed Ward name (as appears on their Driver's License or birth certificate)*

First NameMiddle NameLast NameSuffix

Other versions of Proposed Ward's name that may appear on titles or accounts

Preferred pronouns

He/himShe/herThey/ThemOther

Last four of Social Security Number*

Required for Court Paperwork

Last four of Driver's License Number*

If none, type N/A

Birth Date

MonthDayYear

U.S. Citizen?

YesNo

Address where Proposed Ward is Currently Located (even if temporary)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Address where Proposed Ward currently resides (if different from current location)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

County of Home/Homestead*

Check here if you do not use email

Your name (as appears on your Driver's License)*

First NameMiddle NameLast NameSuffix

Other versions of your name that may appear on titles or accounts

Preferred pronouns

He/himShe/herThey/ThemOther

Last four of Social Security Number*

Required for Court Paperwork

Last four of Driver's License Number*

If none, type N/A

Birth Date

MonthDayYear

U.S. Citizen?

YesNo

Email

example@example.com

Phone Number*

Area CodePhone Number

Occupation

Check all of the following that apply to YOU (or whoever will be serving as executor/administrator/guardian), whether or not you believe they would appear on a background check. NOTE: these may not necessarily disqualify you from serving, but we need to know if they apply.

I have been charged with or convicted of any felony crimeI have been charged with or convicted of fraud, embezzlement, elder abuse, child abuse, or domestic violenceI have been the subject of an APS or CPS investigation.I do not have any relevant criminal history.

What do you want your full legal name to be?

Please explain your reason for the name change

Check all of the following that apply to you (even if you believe it is not on your record)

Subject of any custody/child support/conservatorship type legal proceedingsFelony charges or convictions of any kindFamily violence charges or convictions of any kindRegistered sex offenderDefendant in a lawsuit (or expecting to be sued)Hoping to avoid debts or law enforcement by changing name

Spouse/Partner 1 Name (as appears on your Driver's License)*

First NameMiddle NameLast NameSuffix

Other versions of your name that may appear on titles or accounts

Preferred pronouns

He/himShe/herThey/ThemOther

Your Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Birth Date

MonthDayYear

U.S. Citizen?

YesNo

Email

example@example.com

Phone Number*

Area CodePhone Number

Occupation

Spouse/Partner 2 Name (as appears on your Driver's License)*

First NameMiddle NameLast NameSuffix

Other versions of your name that may appear on titles or accounts

Preferred pronouns

He/himShe/herThey/ThemOther

Check here if {nameOf} has a different address than {fullName12}

Yes we have different addresses

{nameOf}'s Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Birth Date

MonthDayYear

U.S. Citizen?

YesNo

Email

example@example.com

Phone Number*

Area CodePhone Number

Occupation

Check all of the following that apply:

This is a business I have not started yet or only recently startedI have been operating this business as a sole proprietorship for some timeSomeone else has (or may think they have) an interest in this businessThis type of business requires someone with a particular license/certification to own/operate itI wish to set up my ownership interest in the business to pass automatically to a specific person upon my deathI wish to name specific managers who would operate the business in the event of my death or incapacityI have consulted with a business insurance agent regarding the coverage I will need for this business and cost of premiumsI have consulted with a CPA regarding the taxation options (passthrough vs. S-Corp) and tax implications of creating this LLC

What business name do you want? It is recommended to include several options in order of preference (the first being your top preference) in case the name is already taken.

Please describe any requirements or restrictions regarding ownership or management of this type of business (e.g. must be a licensed CPA in good standing)

Registered Agent Name (person/entity where official notices and service of process are sent)

I will serve as my own registered agent and understand the home or business address used for this purpose will be public record (some will choose to use a third party company as their registered agent to avoid publishing their home address in the business records)I need a recommendation for third party registered agentsOther

Registered Agent Address (if different that Potential Client address) NOTE: someone must usually be at this address to receive service during business hours

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Principal Place of Business (where business is conducted and records are stored)

Home AddressOther Address

Primary Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Who will be the manager of the business (person in charge of managing day-to-day operations)?

MyselfSomeone elseMyself and someone else

If someone other than you will be the initial manager of the business, please list their name and address (if you want multiple managers, please indicate this)

Do you want to give yourself or any manager a title other than "manager"? (E.g. President, CEO)

Do you plan to have any additional owners in the future during your lifetime?

YesNoUnsure

Do you want your LLC to be Manager-Managed or Member-Managed? NOTE: if you anticipate having multiple owners in the future and do not want all owners to have management authority, Manager-Managed may be the better option.

Manager Managed (only named Managers have authority to handle day-to-day operations)Member-Managed (all Members/Owners have management powersUnsure

CONTINGENCY PLANNING: Please provide instructions regarding how you want your ownership interests to pass upon death and who, if anyone, you want to name to take over management in the event of incapacity or death

How did you find the firm? E.g. Google search, Avvo.com, referral (please specify who referred you).

RAMSEY LAW PLLC QUESTIONNAIRE

Decedent Information

Proposed Ward Information

Potential Client Information

Business Information

QUESTIONNAIRE

QUESTIONNAIRE

QUESTIONNAIRE

Current Issues Related to Ward

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