Contact Us Please fill in a valid value for all required fields Please ensure all values are in a proper format. Are you sure you want to leave this form and resume later? Are you sure you want to leave this form and resume later? If so, please enter a password below to securely save your form. Save and Resume Later Save and get link You must upload one of the following file types for the selected field: There was an error displaying the form. Please copy and paste the embed code again. Apply Discount You saved with code CLICK HERE TO SUBMIT THIS TO MCGRATH & SPIELBERGER, PLLC Submitting Validating There was an error initializing the payment processor on this form. Please contact the form owner to correct this issue. Please check the field: Fields McGrath & Spielberger's Potential Client Intake Form: Included in case types we do NOT handle are family law, personal injury, consumer protection, residential evictions, automobile matters, personal defamation, and small claims. Also, we do NOT work on a contingency fee basis. Thanks. Which type of matter do you need assistance with?* Business Law (LLC / corporation formation, documents, deals, disputes) Real Estate (commercial & residential; closings/transactions, deeds, disputes) Contracts (creation, analysis, editing, negotiating) Foreclosure, Mortgage Loan Relief, Mortgage Dispute Dispute, Litigation, Arbitration, or Mediation Construction & Renovation (deals, documents, disputes) Debtor & Creditor Estate Planning, Wills, Powers of Attorney Pre-nuptial & Post-nuptial Agreements ***Pre-Nuptial or Post-Nuptial Agreement assistance - please do not go further on the current form but instead click this link***https://mcgrathandspielbergerpllc.formstack.com/forms/pre_nuptial_intake_form In what state / jurisdiction is your matter? (can choose more than 1)* North Carolina South Carolina Tennessee Florida Georgia If your case is in a state other than those listed above, we CANNOT handle it; you may want to use the "Lawyer Referral Service" via that state's Bar association. Your name* First Name* Last Name* Your email address* Your phone number * BIZ LAW SECTION (internal note) Which of the following best describes the business law services you are interested in? (check all which apply)* Form or register a business (such as an LLC or corporation) Operating Agreement or Shareholders' Agreement & Bylaws Business contracts Purchase / sale of business or business assets Business law dispute Changes to ownership or leadership Dissolving / closing business Lease creation, analysis, or editing Other: Other Value Business name & state where formed / registered* If not formed yet, what do you expect the business name to be and in what State do you intend to form it, if known? Your Role in the Business (choose all which apply)* Owner / Member / Shareholder CEO / President Other Officer or Manager Employee Other: Other Value **If you are not currently part of the business, please select "Other" and explain.** What does or will this business do? (Type of products or services, etc.)* REAL ESTATE Section (internal note) Which best describe your real estate matter?* Residential closing / real estate purchase or sale. Commercial closing / real estate purchase or sale. Deed preparation (but no closing). Dispute - problem with current purchase or sale. Dispute - problem with past purchase or sale. Disagreement between owners or regarding ownership status; quiet title; partition case. HOA matter. Lease situation. Real estate contract creation, analysis, or editing. If this is a construction/renovation or foreclosure/mortgage relief situation, please go back and choose that specific case type. Please note that for residential real estate purchases as Buyer's attorney, we only handle Mecklenburg County, NC closings. For commercial real estate transactions and/or acting on behalf of Seller, we consider cases from other locations as well. Your role as it relates to the real estate situation you're inquiring about. (choose all which apply)* Owner Seller Buyer and/or anticipated new owner Realtor / real estate broker Landlord Tenant HOA representative Other: Other Value As noted in the very first part of this form, we do NOT handle residential evictions or disputes regarding residential leases. If that is your situation, you should generally not proceed further with this form / with us, but rather consider contacting the lawyer referral service for your state or county. Thanks. The address of the property at issue.* Address Line 1 Address Line 2 City Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virgin Islands (US) Virginia Washington West Virginia Wisconsin Wyoming Armed Forces (the) Americas Armed Forces Europe Armed Forces Pacific Army Post Office (U.S. Army and U.S. Air Force) Fleet Post Office (U.S. Navy and U.S. Marine Corps) State ZIP Code County in which the property is located. * County, not "country" - thanks! Names of all current owners of the property.* Property type at issue. * Primary residence. Residential long-term rental. Residential short-term rental. Secondary residence mainly for personal use. Commercial property. Vacant Lot / Undeveloped Land Manufactured Home or Similar Other: Other Value CONTRACTS SECTION (internal note) Which of the following best describes the type of contract assistance you need? (check all which apply)* Creating a new contract or other legal document. Analyzing an existing contract or other legal document. Editing an existing contract or other legal document. Unsure if need a new contract vs. analyzing and editing an existing one, would like the attorney to advise on that. Confidential contract negotiation advice I can use to negotiate. The lawyer negotiating a contract directly with another party. Other: Other Value Is there a lawyer involved for another party in your current contract situation?* Yes. No. Not applicable to my situation. Other: Other Value Are you also potentially interested in us assisting with negotiations related to this contract?* Yes. No, because the contract terms are already finalized. No, because I intend to handle that all myself. Not applicable to my situation. Other: Other Value How would you characterize the relationship with the other contractual party and/or that party's involved lawyer? (choose all which apply)* Not applicable to my situation. Positive or at least neutral interactions thus far. No real problems thus far, but I'm anticipating some issues. Some minor friction thus far. More than minor friction. Other: Other Value We'd like to know the lay of the land and if you've run into frustrations vs. having a smooth process thus far, etc. FC+MR SECTION (internal note) 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.* Please identify any non-borrower who is a property owner.* For example, sometimes only one spouse is a borrower but they jointly own the property Address of the property at issue.* Address Line 1 Address Line 2 City Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virgin Islands (US) Virginia Washington West Virginia Wisconsin Wyoming Armed Forces (the) Americas Armed Forces Europe Armed Forces Pacific Army Post Office (U.S. Army and U.S. Air Force) Fleet Post Office (U.S. Navy and U.S. Marine Corps) State ZIP Code County in which the property is located. * County, not "country" - thanks! Property type.* Primary residence occupied by owners Rental property with tenants in it Rental property but vacant Secondary property for personal use (not for rent) Secondary property which is sometimes rented for days or weeks at a time Vacant lot / undeveloped land Commercial building / property Approximate value of property and source of that information / value* For example: "$250,000.00 according to the county's tax records" Goal for this property / what you hope an attorney can help you accomplish. * Determined to keep the property. Prefer to keep the property if makes financial sense. Prefer to get rid of the property and avoid or reduce any negative financial impacts. Unsure - want the attorney to help me figure that out. Other: Other Value Status of the loan at issue. * Current / in good standing. The loan matured (repayment period ended) but I can't pay what's now due. The loan is behind / delinquent. Other: Other Value How far Behind in Dollars?* How many Months Behind?* Approximate total amount claimed to be owed on the loan at issue?* Principal balance + interest + fees, etc. How many loans against this property?* One Two Three 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. Which of these best describe your mortgage situation? (choose all which apply)* The loan is behind; I can pay the monthly payment now but not the larger past due amount. The loan is behind; I cannot pay even the monthly amount now. The loan isn't behind yet but soon may be delinquent. I am not a borrower, I inherited the property. A former spouse or domestic partner is also a borrower and/or an owner of the property. I had another law firm / organization trying to help me with this in the past. None of these apply. Other: Other Value Interest rate. * Adjustable Fixed rate, 3.99% or lower Fixed rate, 4%-4.99% Fixed rate, 5%-5.99% Fixed rate, 6%-6.99% Fixed rate, 7% or higher. Unsure Other: Other Value Who is the loan servicer (creditor)?* This is the entity which takes payments and handles the day-to-day operations of the loan. Loan modification status. No past modifications; modification application now pending with the loan servicer. No past modifications; no modification application pending with the loan servicer. 1 past modification; modification application now pending with the loan servicer. 1 past modification; no modification application pending with the loan servicer. 2 past modifications; modification application now pending with the loan servicer. 2 past modifications; no modification application pending with the loan servicer. Government-affiliated loan? (e.g. Fannie Mae, Freddie Mac, FHA, VA)* Not a government affiliated loan Fannie Mae FHA Freddie Mac VA USDA Unsure Other: Other Value These loans are owned, backed by, or insured by the federal government in some way. Foreclosure case status.* No mention of a foreclosure case. Threats that a foreclosure could be filed in the future. Foreclosure case already filed but no immediate deadlines. Foreclosure case ongoing & legal deadline approaching! Court order allowing foreclosure has been entered but property has not been sold yet. Foreclosure sale has already occurred. Unsure. Other: Other Value A foreclosure case exists if a lawsuit has been filed in the formal legal system. Please list the foreclosure lawsuit case number(s) If you are sending us a document with that #, you can disregard this field. Which services are you interested in? (choose all which apply)* Foreclosure avoidance Loan modification Deed in lieu of foreclosure Short sale Negotiated payoff of loan allowing me to keep property Refinance negotiation Asset protection analysis Legal analysis to discover best options Other: Other Value Regarding bankruptcy ("BK") - select all which apply. * No bankruptcies. I am currently in BK and the loan at issue IS included in the BK. I am currently in BK but the loan at issue is NOT included in the BK. The loan at issue was discharged in a past BK and I have not reaffirmed that loan. The loan at issue was discharged in a past BK but I reaffirmed that loan. My BK case interfered with a foreclosure case that had been filed. Other: Other Value Servicemember / military status.* N/A Borrower obtained loan while on active duty and is still active duty. Borrower obtained loan while on active duty but is no longer active duty. Borrower was not active duty when obtained loan, but is now. Borrower was not active duty when obtained loan, went active duty, is not active duty now. CONSTRUCTION/RENOVATION SECTION (internal note) Your role / your company's role.* Property owner or manager. Contractor / builder/ renovator. Subcontractor. Architect. Landlord Tenant Other: Other Value Which of of these best describes your contractor situation? (check all which apply)* Contractor problem - poor quality work. Contractor problem - did not finish job or job way behind. Lien in place or lien being threatened. Problems with a subcontractor or other involved party. No problem, just need some advice. Which of of these best describes your contractor situation? (check all which apply)* Owner problem - owner owes us $. Owner problem other than $. Lien in place or need to consider a lien. Problems with a subcontractor or other involved party. No problem, just need some advice. Type of property / project. * Residential - new construction. Residential - renovation, addition, improvement, or repair. Commercial - new construction. Commercial - renovation, addition, improvement, repair. Other: Other Value DEBTOR/CREDITOR SECTION (internal note) Are you contacting us from the creditor / collection side or the debtor side?* Creditor Debtor We do not handle medical debt or student loan situations. Type of debt / situation (may choose more than one). * Judgment enforcement / collection of judgment already in place. Post-foreclosure collections matter. Credit card debt (no judgment yet). Personal loan (no judgment yet). Business loan (no judgment yet). Other: Other Value We do not handle medical debt or student loan situations. Total amount of debt at issue.* Number of debt accounts at issue* Do you have a lump sum available to contribute toward a settlement?* Yes, I have lump sum now to offer as a settlement or part of a settlement I can have a lump sum together soon No lump sum could be paid, I could only make installment payments How much do you have available now or could you have available shortly to use toward a settlement?* Are any of the creditors government agencies or credit unions?* Yes No Other: Other Value With regard to debt resolution services,* some or all of the debts at issue are currently enrolled in a debt settlement plan / program. some or all of the debts at issue were recently enrolled in a debt settlement plan / program but are not any longer. none of these debts are or were enrolled in a debt settlement plan / program. As to bankruptcy,* I am in bankruptcy. I filed bankruptcy and the case was discharged successfully. I filed bankruptcy but the case was not finished successfully. I met with a bankruptcy lawyer, but chose not to file. I met with a bankruptcy lawyer, but I was not a good candidate for bankruptcy. I have not met with a bankruptcy lawyer, but would like to. I am not interested in bankruptcy. LITIGATION/ARBITRATION/MEDATION SECTION (internal note) EP SECTION (internal note) Are you married? Yes No Which of these are you interested in / are you inquiring about?* Will Revocable (living) trust Irrevocable trust Healthcare power of attorney General / durable power of attorney Living will / advance directive Unsure Other: Other Value Just answer for you; if you are married, items relevant to your spouse will be addressed separately. Does this inquiry include the same estate planning type items for your spouse? Yes No Maybe Other: Other Value Which of these estate planning type items do you have in place? (choose all which apply)* None of these / no estate planning items are in place. Will Revocable (living) trust Irrevocable trust Healthcare power of attorney General / durable power of attorney Living will / advance directive Unsure Other: Other Value Just answer for you; if you are married, items relevant to your spouse will be addressed separately. Which (if any) of these have occurred for you *since any previous estate planning type items (like those listed above) were executed?* Marriage Divorce Birth of one or more children Death of a spouse Death of someone else named in an estate planning type document Name change Living in a different state None / nothing / not applicable. Other: Other Value Choose all options which apply, thanks. Which of the following apply to you? (choose all which apply)* I expect my marital status to change in the foreseeable future. I want my spouse to inherit my estate. I have no spouse, I want my children to receive all or most of my assets. I want to disinherit / exclude my spouse or a child of mine. I want to divide my estate up between quite a few different people. I am interested in keeping all of this as private as possible upon my death. At least one of my intended heirs has special needs or has been legally declared mentally incapacitated. None of these apply. Other: Other Value Which of the following apply to you, if any? (choose all which apply)* I have at least one child with my current spouse. I have at least one child with someone other than my spouse. Any child of mine is an adult (18 years of age or older). I have a pre-nuptial or post-nuptial agreement. I have a child-support obligation. I have an alimony obligation. I am interested in keeping all of this as private as possible upon my death. None of these apply. Other: Other Value Spouse's full name Which of these estate planning type items does your spouse have in place? (choose all which apply)* None of these / no estate planning items are in place. Will Revocable (living) trust Irrevocable trust Healthcare power of attorney General / durable power of attorney Living will / advance directive Unsure Other: Other Value Which (if any) of these have occurred for your spouse *since any previous estate planning type items (like those listed above) were executed?* Marriage Divorce Birth of one or more children Death of a spouse Death of someone else named in an estate planning type document Name change Living in a different state None / nothing / not applicable. Other: Other Value Choose all options which apply, thanks. Which of the following apply for spouse? (answer from the spouse's perspective; choose all which apply)* I expect my marital status to change in the foreseeable future. I want my spouse to inherit my estate. I have no spouse, I want my children to receive all or most of my assets. I want to disinherit / exclude my spouse or a child of mine. I want to divide my estate up between quite a few different people. I am interested in keeping all of this as private as possible upon my death. I already know that I want a revocable (living) trust. At least one of my intended heirs has special needs or has been legally declared mentally incapacitated. None of these apply. Other: Other Value Which of the following apply to spouse? (choose all which apply)* I have at least one child with my current spouse. I have at least one child with someone other than my spouse. Any child of mine is an adult (18 years of age or older). I have a pre-nuptial or post-nuptial agreement. I have a child-support obligation. I have an alimony obligation. I am interested in keeping all of this as private as possible upon my death. None of these apply. Other: Other Value DISPUTE/DEADLINES/SUMMARIES/DOCUMENTS/PARTIES SECTION Does this involve a dispute with anyone else, whether a person or business entity?* Yes. No. **We realize this may not seem to apply to some of you or may be duplicative, but we ask it to make 100% certain on this key issue.** Lawsuit, arbitration, or mediation? (choose all which apply)* There is a formal lawsuit. No lawsuit but there may be a lawsuit or arbitration soon. No lawsuit, and no lawsuit or arbitration is expected. There is an arbitration case. A mediation is going to occur. Lawsuit filed in: State Court Federal Court In what city, county, and state is the lawsuit, arbitration, and/or mediation taking place or would be expected to take place? county, not country Your (or your company's) primary role in the dispute.* Plaintiff (suing someone or would be suing) Defendant (being sued or would be sued)) Only a witness or potential witness Other: Other Value Please describe the status of the lawsuit or arbitration. example: "Lawsuit Complaint served on me 12 days ago" or "Case filed 3 months ago, hearing on Motion for Summary Judgment coming up". Please state the case # for any lawsuit. example: "Lawsuit Complaint served on me 12 days ago" or "Case filed 3 months ago, hearing on Motion for Summary Judgment coming up". Please state the name of the opposing lawyer(s), if any. * example: "Lawsuit Complaint served on me 12 days ago" or "Case filed 3 months ago, hearing on Motion for Summary Judgment coming up". Are there any deadlines?* Yes, there is a strict deadline. Yes, but it's a flexible deadline. No specific deadline. Other: Other Value Please identify the deadline (if not exactly sure, please approximate)* https://www.formstack.com/forms/images/2/calendar.png Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Day 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Year 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Please identify the deadline (if not exactly sure, please approximate) Please explain regarding the deadline. * Please summarize your matter.* The more information you provide, the more effectively we can evaluate it. What do you hope an attorney can accomplish for you?* The more information you provide, the more effectively we can evaluate it. Please attach and upload any relevant documents / files, which we will keep private. No File Chosen File uploads may not work on some mobile devices. 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. If not already done, please identify any other key parties / persons / entities involved in this matter. This information is kept confidential. What lead to you contacting McGrath & Spielberger specifically?* Returning client Referral from non-attorney Referral from attorney Justia.com Google Avvo.com Findlaw.com Lawyers.com Firm / attorney mentioned in a newspaper or journal Firm / attorney mentioned in a TV news story Other attorney directory Internet search directly to Firm's website Facebook An online article / blog by the Firm Please tell us the name of the person who referred you to our office. 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. Previous← Next→ Enter your save and resume password Cancel Confirm