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Which type of matter do you need assistance with? *

In what state / jurisdiction is your matter? *
FloridaGeorgiaNorth CarolinaOhioSouth CarolinaTennesseeOther

The states specifically listed above are the ones in which our lawyers are licensed and in which we provide services. We are also licensed in some Federal courts.

Your name *

Your e-mail address *

Your address *

County *

County, not "country" - thanks!

Your phone number *

Don't worry, we keep all of this type of information private.


Name of Business Owners

Name of Business

Your Role in the Business

Is this business formally registered with a State? *

What Type of Business is this or will this be? *

Business Street Address *

County *

County, not "country" - thanks!

What Products or Services does or will this Business Provide?

Which of the following best describes the types of services you are interested in? (check all which apply) *
Business law dispute assistance (internal dispute)Business law dispute assistance (dispute with an external person or entity)Negotiation assistancePlanning / creating the business entityPurchase or sale of businessIntellectual property issues (such as trademark, copyright, patent)Contract creation or analysisLiability analysisCreation or analysis of operating agreement, by-laws, etc.Changes to ownership or leadershipInvestor / credit issuesExpansion of businessDissolving / closing businessOther

Please name any other parties / opposing parties. *

Does this involve the sale or purchase of a business / business interest? *

Are you the potential buyer or potential seller? *

Would this involve a sale/purchase of the entire business or just a share of it? *

Does this situation potentially involve the lease of property? *

Does this situation potentially involve the sale or purchase of property? *

With regard to the purchase/sale of property indicated above, please describe. *

Is this a Business Law Dispute?

Are there any relevant deadlines? *

Please explain the deadline. *

Please be sure to include the deadline date, if any.

Please summarize any additional information you would like us to know. *

Please attach and upload any relevant documents / files


Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

A great way to go about completing this intake form is by first having the most recent mortgage loan statement or similar account statement available, whether in paper format or by pulling up the account online. Please understand that the more relevant information we have, the more effectively we can perform a preliminary review of your matter. Thanks very much.

Names of All Borrowers *

Servicemember / Military Status *

Names of All Property Owners *

If you are not sure, you can likely confirm this by searching the online records for your county's Register of Deeds or Property Tax Assessor.

Address of the Property at Issue *

Property County *

County, not "country" - thanks!

Property Type *

Approximate value of property and source of that information / value *

Goal for this Property *

How Many Loans Against this Property, Total? *

Year loan obtained / refinanced. (This and the next few questions pertain to the main loan you are seeking assistance for.) *

Approximate total amount owed on the loan (principal balance and any/all late fees, late interest, etc. also owed) *

Is the Loan Current? *

Monthly gross income for all borrowers (combined). *

This means *before* taxes, retirement account contributions, etc.; if the income varies, please put an average for the past 3 months

Total monthly expenses for all borrowers (combined) *

We ask this as it's extremely important in most mortgage relief / mortgage dispute situations; please include the mortgage loan payment(s). Most people underestimate their expenses.

Normal monthly mortgage payment *

Please insert the amount you are supposed to pay each month, even if not currently paying it

How many Months Behind? *

Interest Rate Type *

Current Interest Rate

Interest-only loan? *

Loan Servicer *

Lender / Loan Owner *

Previous Loan Modification

Government Backed Loan? *

Some of these types of loans are owned by a government agency, some are insured by the government.

Please Summarize any Additional Loans and their Status *

Please include more detail if the other loan(s) being described here are in default and/or if you are wanting to get rid of this property.

Have you had another Law Firm or Organization Assist you on this Matter? *

Foreclosure Case Status *

Do you have any Pending Deadlines *

Deadline Date *

Type of deadline (choose all which apply) *

Which services are you interested in? (choose all which apply) *
Foreclosure avoidanceLoan modificationDeed in lieu of foreclosureShort saleNegotiated payoff of loan allowing me to keep propertyRefinance negotiationAsset protection analysisLegal analysis to discover best optionsSuing the lender (knowing I have to pay for the lawsuit up front)Other

Are there any other liens, encumbrances, title issues, or special circumstances in relation to this property? If so, please briefly explain. *

As to bankruptcy ("BK"), *

Current Credit Rating *

Credit Rating in Relation to this Situation *

Please provide any additional information about your circumstances you would like us to know. *

Please explain what you want an attorney to try to accomplish for you. *

Please attach and upload any relevant legal documents and at least your most current loan statement or status of account letter.

We do keep these items private. These documents can be important for us to review.

Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

Is the property listed above (your address) the property about which you are contacting us? *

Names of all current owners of the property *

Does this involve a dispute about the property listed above? *

Please describe the nature of the dispute, including the names of all relevant persons or entities. *

Does this involve the transfer of ownership of real property? *

Property type *

Are there any loans against this property? *

Please list the lender(s) / loan holder(s) for loans already against the property, if known. *

The existence / status of loans against the property typically impacts property rights and transfer of same.

Existing mortgage loan(s) status *

The existence / status of loans against the property typically impacts property rights and transfer of same.

Please explain any loans not in good standing, if known. *

The existence / status of loans against the property typically impacts property rights and transfer of same.

Are there other liens, encumbrances, title issues, etc. as to this property? *

Please explain regarding other liens, encumbrances, title issues, etc. *

Does this matter involve an inheritance, a will, an estate, or probate? Please either state "No" or explain below. *

Approximate value of property and source of that information *

For example, "$250,000.00 according to the county's property tax records."

Are there any deadlines? *

Please provide a summary of the situation, including your goals and what you would like an attorney to attempt to accomplish for you. *

Please attach and upload any relevant documents / files.

Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

Please state what type of tax matter / tax authority this involves (may choose more than one). *
Internal Revenue Service / Federal taxState taxesCounty taxesCity taxesOther

Please tell us which state, county, or city/town this tax issue involves - or if this involves a tax dispute with a business or another individual, please provide that information. *

Does this involve personal taxes, business taxes, or both? *

Please state your country or countries of citizenship. *

We only ask this because it is relevant to tax matters.

Have you received a notice from the IRS or State Department of Revenue? If so, please upload the document. *

Is there a formal investigation underway related to these tax issues? *

Are there any deadlines relating to this matter? *

Please state the deadline date. *

Please explain regarding the deadline(s). *

Please provide a detailed description of your tax issues, including your goals and what you would like an attorney to try to accomplish for you. *

Please attach and upload any relevant documents / files.

Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

Type of debt (may choose more than one) *
Post-foreclosure collections matterCredit card debtPersonal loanBusiness loanMedical billsStudent loanOther

Total amount of debt at issue *

Number of debt accounts at issue *

Do you have a lump sum available to contribute toward a settlement? *

How much do you have available now or could you have available shortly to use toward a settlement? *

Status of the accounts at issue *
CurrentSome current, some late or in defaultLate / in defaultOther

Names of creditors

Are any of the creditors government agencies or credit unions? *
YesNoOther

With regard to debt resolution services, *

As to bankruptcy, *

Are you receiving collection phone calls regarding one or more of these debts? *
YesNoOther

With regard to a lawsuit, *
there has been no mention of lawsuits.there have been threats regarding a lawsuit.one lawsuit is pending against me related to the debt(s).two lawsuits are pending against me relating to the debt(s).three lawsuits are pending against me relating to the debt(s).Other

Lawsuit 1 court (including county / district) where case filed

Lawsuit 1 creditor suing me *

Lawsuit 1 case number *

Lawsuit 1 status *

It is very important that you provide information that tells us what stage the lawsuit is in, *including any deadlines*.

Please provide a detailed description of your situation, including your goals and what you would like an attorney to try to accomplish for you. *

Please attach and upload any relevant documents / files.

Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

Please state your country / countries of citizenship.

We only ask this because it is relevant to estate planning matters.

Do you have children? *

Are any of your children under the age of 18? *

Are you married?

Do you have one or more children from prior relationships or marriages? *

Do you have support obligations to a former spouse or for children from a previous relationship? (choose all which apply) *
Yes, I have spousal support (alimony) obligations.Yes, I have child support obligations.NoOther

Have you previously been married? *

Does your spouse have children with special needs or disabilities? *

Which of these do you have in place? (choose all which apply) *
WillRevocable trustIrrevocable trustHealthcare power of attorneyGeneral / durable power of attorneyLiving will / advance directiveUnsureOther

As to life insurance policies, *

Please summarize your goals and what you would like an attorney to assist you with. *

Are there any deadlines or any current or upcoming events that play a role in your current estate planning goals? If so, please state the deadline and explain.

Please attach and upload any relevant documents / files, which we will keep private.

If this involves making changes to past/current estate planning documents, providing those to us would be helpful.
Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

Date of birth:

Your country / countries of citizenship *

In what state will you initially reside as a married couple? *

On what date do you plan to marry? *

Your gender *

Do you have children? *

Children(s) Name(s): *

Do you have a child support obligation? *

Have you been married before? *

Do you have a spousal support obligation from a prior marriage? *

Your total monthly spousal support obligation:

Do you own any assets or have any debts jointly with the intended spouse? *

Your employment status *

Your employer, if any *

Your estimated annual income from all sources (this year):

Your estimated gross personal net worth: *

Has your intended spouse made any contributions to you, economically, by way of providing funds or labor? *

Did you or do you currently live with your intended spouse? *

Length of time living together:

Your intended spouse's name:

Your intended spouse's email

Your intended spouse's phone number

Your intended spouse's address: *

Your intended spouse's date of birth (or at least age) *

Your intended spouse's country / countries of citizenship

Your intended spouse's gender *

Does your intended spouse have children? *

Does your intended spouse have a child support obligation?

Has your intended spouse been married before? *

Your intended spouse's monthly spousal support obligations (in US dollars) *

Your intended spouse's employment status *

Your intended spouse's employer (if any) *

Your intended spouse's estimated annual income this year (in US dollars) *

Your intended spouse's estimated gross personal net worth (in US dollars)

Have you made any contributions to your intended spouse economically, by way of providing funds or labor? *

Is your intended spouse proficient in reading English? *

Does your intended spouse have a lawyer in relation to this prenuptial agreement? *

Where will the marriage physically take place? (City, county, state, country if not USA) *

Would you like all wages, salary, and personal earnings to remain the separate property of the person who earned them? *

Would you like all retirement benefits, 401K plans, IRAs, and stock options to remain the separate property of the person who earned them? *

Normally, a husband and wife inherit from one another in specified portions according to the specific state's law. Would you like to change that so that your spouse will *not* inherit from you automatically based on the state's laws? *

Would you like each person to waive spousal support (alimony) in the event of separation? *

Please provide any other information you would like us to know about. *

Please attach and upload any relevant documents / files.

Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

Is there a lawsuit? If there is, please list the case number, the court it is in, and the status of the lawsuit; otherwise state "No". *

Are there any deadlines? If there are, please list the deadline date and explain; if not, please state "No." *

Please summarize your matter, and please remember that the more information you provide, the more effectively we can evaluate it. *

What are your goals as to this matter? *

What do you hope an attorney can accomplish for you? *

Please identify any other key parties / persons / entities involved in this matter (so we can perform an internal conflict check) *

Please attach and upload any relevant documents / files, which we will keep private.

Please know that even a few key documents or even a few relevant screenshots can be very helpful. For matters involving a lawsuit or dispute, this is especially important.
Note: Acceptable file types. jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, odt, avi, ogg, m4a, mov, mp3, mp4, mpg, wav, and wmv.
Maximum file size - 10MB.

Which are the most important to you? (you may choose 2 options) *
Professional demeanorRelevant legal knowledge/experienceFeeling comfortable with the lawyer/firmLawyer/firm communicates efficientlyPast resultsRecommendations by previous clientsRecommendations by other lawyersAmount of feeOther

What lead to you contacting McGrath & Spielberger specifically? *

By checking the box below, I certify that the information I have provided above is true and accurate, and I understand that McGrath & Spielberger will rely on it. *
I so certify.