New Client Questionnaire
Before scheduling, we need to confirm that we don't have a conflict and that we have the experience to move you forward
Contact Info
1. Name
First Name
Last Name
2. Phone Number
Please enter a valid phone number.
3. Email
example@example.com
4. Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
5. Select all that you are experienced and can use well.
Email
Internet
Texting
Phone calls
Zoom/Google Meet
4. Does this involve a dispute?
Yes
No
I don't know
6. If they happen to contact our office for help, do we have permission to notify them that we are working with you for the purposes of suggesting mediation or other resolution?
Yes
No
Taproot provides advice sessions, documents to go, and class projects. Help us find the services you're looking for.
1. What type(s) of services are you looking for:
Advice
Documents
Class project
2. Which area(s) of law apply to your situation - use your best guess!
estate planning
real estate
probate/after-death transfers
divorce
dispute
easement
caretaking
Other
3. Names of any adverse (or potentially adverse) people or companies
4. Advice. Select all the reasons you're looking for advice.
understanding complicated concept or process.
making an informed decision.sorting out overwhelming information you’re reading online.
getting unstuck and moving forward.
finding reliable education about the law, resources, or process.understanding why other other attorneys won’t talk to you because your case is “weak” or not worth enough and finding alternatives.
finding strategies when a traditional, full-service lawyer is too expensive for the potential damage.
creating a step-by-step strategy to approach a dispute, legal project, or complicated problem.
filling in the blanks after purchasing Taproot’s Documents To Go.
filling out a court form, application, or other document not provided by Taproot.
preparing questions, timelines, and or a pitch before working with lawyers, accountants, doctors, or other professionals
5. Classes Projects. Select the classes that you're interested in.
Divorce Complaint
Estate Planning
Caring for an Aging Loved One
Probate
Other
6. Documents. Select the documents that you're interested in purchasing.
Will - $75
Living Trust - $350
Deed (ladybird, fiduciary, quitclaim, etc.) - $100
Healthcare Power of Attorney - $25
Durable Power of Attorney (aka Financial POA) -$75
Purchase Agreement ($75)
Probate - $350
Other
10. How have you heard about us? (check all that apply)
Facebook
Newspaper
Friend
Lawyer
Financial advisor
Accountant
Radio
Workshop participant
Other
Frequently Asked Questions and Terms
Michigan Licensed
We are licensed to practice law in Michigan. We can not do out-of-state estate planning or divorces. Even so, out-of-state issues arise with other matters, and when that happens, we identify it as an issue requiring the services of a lawyer licensed in the other state.
Engagement
You engage us by paying the fee associated with the service or product you're purchasing. Engagement is limited to that purchased.
Adverse Party.
If the adverse party attempts to engage us, we will inform them that we cannot represent them.
Copies & License of Documents
The purchase of a Taproot toolkit entitles you to one license to complete one healthcare power of attorney. This packet may not be reused, redistributed, resold, or copied to serve more than one person.
Signing Documents
We do not draft documents or hold signing meetings. Most people sign their documents at a bank or other financial institution.
Limited Scope Representation
Taproot practices limited scope representation (LSR). This means a lawyer does a part of a legal project and the client does another part. Traditionally, firms are “full service” (i.e., “full” in scope). At Taproot, LSR means that we provide the following services individually or in combination: Taproot Law, PLLC, focuses on legal advice sessions, documents to-go, classes, or a combination of these.
Joint Representation
Joint representation is often relied on for attorneys to advise couples estate planning, joint owners of real estate, co-personal representatives, family members who want to learn about estate planning or probate, and other situations where interests align. But at any time, those could change into conflicting interests that could affect our professional judgment. If we can’t represent either party effectively or according to the rules of professional conduct, I will resign in my own discretion. By agreeing to a joint representation, you agree to a limited waiver of confidentiality privilege that lets us disclose an otherwise confidential communication to the other person. Each party maintains this right to confidentiality between us all. I cannot keep secrets from the others. I may speak with you individually or jointly, in my discretion.
By hitting submit, you agree to these terms.
Submit
Should be Empty: