For Clients

Please note that this page is for existing clients only. These forms may be faxed to our office (214) 696-0110 or mailed to us at 3500 Oak Lawn Ave., Ste. 205, Dallas, TX 75219. These forms may not be emailed.

1. Intake form. Please complete this form and bring it to your initial meeting. If you are not coming to the office for your initial meeting, please fax the completed form to us at (214) 696-0110. Please note that we need one form per individual.

2. Texas Estate Planning Form. If we are preparing an estate plan for you, please download and complete this form. You may return it to us via fax (214) 696-0110 or via mail. The form cannot be emailed. Please note that we need one form per individual. This form is only for clients who have already signed an attorney client agreement with our firm.

3. Texas business formation. If we are forming a new business for you, and you have already signed an attorney client agreement and returned the intake form, then please download this form. We will review and complete this form with you (either in person, or via a telephone conference.)

4. Payment by credit card. You may use this form to pay for your legal services via a credit card, or to update your credit card information on file. This form may be faxed (214) 696-0110 or mailed. It cannot be emailed.

If you would like to discuss this with our firm, please call us at (214) 696-0021, or click below to instant chat with us.

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