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Client Intake Forms

Select the service below that matches your needs and complete the intake questionnaire. Your information is submitted directly to our office through a secure, encrypted connection. We will contact you within 24 hours.

1Select your service

2Complete the questionnaire

3We contact you within 24 hrs

Choose Your Service

Start Your Case Online

Each questionnaire takes approximately 10–15 minutes to complete. All information is confidential and encrypted.

~15 min

Living Trust

Revocable living trust, pour-over will, power of attorney, advance healthcare directive, and trust transfer deed. Protect your assets and avoid probate.

Begin Questionnaire

~10 min

Civil Filings

Small claims, breach of contract, unlawful detainer, property disputes, and general civil complaints or responses prepared for court.

Begin Questionnaire

~15 min

Bankruptcy

Chapter 7 bankruptcy petition preparation including schedules, means test, credit counseling coordination, and court filing support.

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~10 min

Property Transfer

Grant deed, quitclaim deed, interspousal transfer deed, and trust transfer deed preparation for California property transfers.

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~10 min

Electronic Deed Recording

Same-day electronic deed recording across all 58 California counties. No office visit required — we handle the entire e-recording process remotely.

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~10 min

Name Change

Adult and minor legal name change petitions prepared and filed with the court. Complete document preparation for California name change proceedings.

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~15 min

Probate

Probate petition, letters of administration, estate inventory, spousal property petition, small estate affidavit, and full probate administration.

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~10 min

Business Formation

LLC formation, corporation filing, partnership agreements, EIN registration, operating agreements, and Statement of Information preparation.

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Need Help?
Call 408-766-3532 if you have questions while completing your intake form.

LDA #268 · Santa Clara County
Registered and bonded Legal Document Assistant. Trilingual: English, Spanish, Vietnamese.

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Schedule a Free Consultation

Not sure which form to complete? Book a consultation and we will guide you through the process.

Schedule Free Consultation 408-766-3532