Initial Client Interview

Your Free Consultation Starts Here

Please complete this form before your first meeting so we can make the most of your time. All information is strictly confidential and protected by attorney-client privilege.

Fields marked * are required. Answer as completely as you can — the more detail you provide, the better I can evaluate your options at our first meeting.
01

Your Information

02

Spouse / Partner Information

 
03

Prior Bankruptcy

04

Real Estate

List all real estate you own or have owned. Include any property in which you have an ownership interest.

05

Vehicles

List any vehicle on which you owe money (purchased or leased).

06

Retirement Accounts

Include IRA, 401(k), union, government, military, and profit-sharing accounts.

07

Business Interests

List any business, partnership, or LLC in which you have an ownership interest.

08

Your Income

09

Spouse's Income

10

Debts

Federal (IRS) Tax Debts
California (FTB) Tax Debts
11

Additional Questions

Answer Yes or No to each. Explain anything relevant in the "Anything else?" box below.

Have you co-signed on a loan for anyone else?
Have you taken any cash advances in the past three months?
Have you made any credit card balance transfers in the past three months?
Have you received, or are you entitled to, any inheritance, property settlement, or life insurance proceeds?
Are you suing anyone, or do you have the right to sue someone?
Does anyone owe you money for any reason?
Do you have a life estate or the right to use anyone else's property?
Do you own any stocks or bonds?
Have you set up a trust in the past ten years?
Do you receive income from a trust or annuity?
Do you receive income from royalties, mineral rights, copyrights, licenses, or patents?
Have you filed all federal and state tax returns for the past three years?
Do you have a tax refund currently due to you?
Do you owe money from a marital settlement or divorce judgment?
Have you been ordered to pay child support or spousal support?
Is any court-ordered support past due?
12

Anything Else?

Ready to Submit?

Once submitted, Lauren's office will contact you to schedule your free consultation.
Questions? Call (818) 847-0211 or toll-free 1-877-469-3737.

There was a problem submitting your form. Please call (818) 847-0211 or email lauren@laurenross.com directly.

Form Received — Thank You

Your intake form has been sent to Lauren's office.
You'll hear back within one business day to schedule your free consultation.

Questions in the meantime? Call (818) 847-0211 or email lauren@laurenross.com.

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