File Retrieval Form

File Retrieval Form

Online fillable request form. Please complete all required fields, upload a valid government photo ID and any supporting documents, sign and date the form, and choose a delivery option.
Original Attorney (Which Attorney did you work with?)
Section 1. Original Client Information

Please enter the information of the Original Client, e.g. the person whose records are being sought. Please also include their spouse's information. This information is required for our file search so we can identify and locate a matching file.
Original Client 1 - Full Name
Original Client 1 - Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Original Client 1 - Address (use the address on file with us, if available)

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Original Client 1 - Current Telephone #
Please enter a current phone number.Format: 000-000-0000.
Client 1's Email Address
example@example.com
Was Original Client married at the time of the Estate Planning?
Original Client 1 Telephone Number (# on file at the time they worked with the attorney)
Please enter their past/former phone number.Format: 000-000-0000.
Original Client 2 Name (Client 1's Spouse if married)
Spouse’s / Client 2 Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse’s Address on File (if different)

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Spouse’s Current Telephone #
Please enter a valid phone number.Format: 000-000-0000.
Spouse’s Email Address
example@example.com
Section 2. Requesting Party Identity

Who is requesting this information?
Requesting Party Type
Requesting Party - Name (On I.D.)
Requesting Party - Phone
Please enter a valid phone number.Format: 000-000-0000.
Requesting Party's Relationship to Original Client

Other
Requesting Party Address * (If different from Original Client's)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Section 3. Requestor's Authority and Capacity Status

(Skip to Section 4 if Original Client is the Requestor)
a. Capacity Status - Original Client has mental capacity and supports request
b. Capacity Status - Original Client is incapacitated
c. Original Client is deceased
Section 4. Requested Documents and Payment
Requested Documents (if blank, Estate Planning Documents Will be Provided)

Other
Payment & Delivery Option (A PAYMENT LINK WILL OPEN AFTER YOU CLICK "SUBMIT" Below)
**If EMAIL link delivery is chosen, please confirm the recipient's email here:
(NOTE: For security purposes, the link expires in 30 days so all documents should be downloaded and saved to your computer before expiration.) IF SOMEONE OTHER THAN REQUESTOR IS LISTED AS RECIPIENT OF THE FILE MATERIALS/COPIES) I authorize release of the requested documents to the email/party/ies listed above and understand that my sharing the documents might be deemed a waiver of attorney-client privilege, if any, as to the contents of the shared documents; I nevertheless instruct Law Firm to send the requested materials as I direct herein.
Section 5. Identity and AuthorizationVerification
Verification
Upload *Government Issued Photo ID - this is required for all requests . Please also upload any supporting documents from Section 3 as applicable (e.g. doctor's capacity letter, death certificate, or power of attorney, etc.)

Cancelof
Today's Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
IF SOMEONE OTHER THAN THE REQUESTOR IS PAYING THE FEE, I authorize you to accept payment for this service from the party paying the fee, and even if the payor is a third party and is not myself, I confirm that I am solely responsible for all fees, and that retrieval of the file documents does not create a new attorney-client relationship between Law Firm and the Payor. If a refund is issued, it may be issued to the Requestor instead of to the party paying. I authorize communication regarding the payment between Law Firm and the paying party but do not waive attorney-client privilege, if any, as to any other matter contained in my files as to the payor. Requestor’s Signature
Should be Empty:

File Retrieval Form

Section 1. Original Client Information

Section 2. Requesting Party Identity

Section 3. Requestor's Authority and Capacity Status

Section 4. Requested Documents and Payment

Section 5. Identity and AuthorizationVerification