Forms

If we simply wanted to get more business, we'd encourage our clients to buy their legal forms online or from office supply stores. We'd probably make a lot more money fixing the problems those forms create, than helping our clients do it right in the first place.  As they say, "you get what you pay for."  If you cut corners to save money on the front-end of a transaction, you may simply be increasing your costs ultimately to complete the deal.  

-J. Patrick McCrary, November 2011

The following office forms are provided as a courtesy to our clients and prospective clients (click on the form to download an editable copy):

Engagement Form:

   A written fee agreement is required before services are provided, in all circumstances except for initial consultations.

    Please review our policies concerning Fees.  

Estate Planning Questionnaire:

   Before we meet with new estate planning clients, we ask them to complete a questionnaire. This gives us the basic information which we need to give you good advice. It gives new clients the opportunity to collect their information, and their thoughts, concerning their estate planning needs and intentions. It saves time so that we do not have to collect this information at the time of our initial meeting.  We ask that you complete this form and bring it with you to your initial estate planning consultation.

Credit Card Authorization Form:

   As a courtesy to our clients, we do accept credit cards in payment for fees. A 3% surcharge will apply to all credit card charges.  We also accept payment via PayPal (with the client remaining responsible for all processing fees charged to us by PayPal):

 

Other FormsFrom time to time, we may post a variety of helpful legal forms on our website. In doing so, however, we do not represent that these forms may be appropriate for your particular situation, and we are not recommending specific solutions to your particular legal problems. You should always consult with an attorney (or, in the instance of tax forms, with a qualified tax adviser) before using any legal form. Every form needs to be tailored to your specific situation.

Application for Federal Employer Identification Number (SS-4)Used to obtain a taxpayer identification number for your business.

Applications for Extensions to File Tax Returns:  We do not do tax work, per se. But, many times individuals and business owners wait until the last minute (or later) before consulting with professionals about their taxes.  Before filing the wrong return, or before incurring penalties for late filing, at least be prepared to submit applications for extensions to file your return(s), to get you time to meet with an accountant or tax attorney.   Make sure to read the instructions and to pay any taxes which are required to be paid at the time of filing.

    Extensions for Businesses.

    Extensions for Individuals. 

General Contractor Affidavit and Lien Waiver: This is a basic statutory form which should be signed by any contractor (and notarized!), at the time when the contractor receives final payment, so that contractor and its subcontractors hopefully will not be able to place a valid lien on your property.

Simple Promissory NoteAll loans should be evidenced at least by simple promissory notes, to avoid disputes down the road.  Please do not use this form without checking with an attorney first!  Any loan transaction should be tailored to fit your particular transaction, whether you are a lender or borrower. But, if you cannot get to an attorney in time, at least get something in writing documenting the transaction.

Rental ApplicationThis is a good, basic rental application to be used by landlords in screening prospective tenants.  We recommend that you always get such a rental application, originally signed by the prospective tenant, before running a credit or background check on any applicant. 

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