If you are interested in a free initial consultation, either by telephone or in person, the firm requests that you complete the Initial Client Consultation Form. You may either complete it online and return it electronically to the firm (preferable) or you may print the form, complete it offline and return it either by fax ((972)208-4603) or mail (101 E. Park Blvd., 600, Plano, TX 75074). If you are returning the Initial Client Consultation Form electronically, please be sure to indicate in the fields provided what dates and times are best to schedule an initial consultation and whether you wish the consultation to take place over the phone or in person.

NOTE: Do not enter dollar signs or decimals in any numeric field. Entering dollar signs will result in an error. All numbers entered after a decimal point will be truncated in any calculations.

Client Contact Information Last Name* First Name* Address* City* Zip Code* Home Phone* Work Phone Cell Phone Email* Spouse Contact Information (if applicable) Last Name First Name Address City Zip Code Home Phone Work Phone Cell Phone Email Real Property Information (if applicable) Home Own Rent Do you own or rent your home? Other Real Property Not Applicable Own Lease Do you own or lease this property? Address Other Real Property Not Applicable Own Lease Do you own or lease this property? Address Timeshare No Yes Do you own a time share? Address Explain the nature of your Timeshare Interest here. Burial Plot No Yes Do you own a Burial Plot? Location Personal Property Information Vehicle 1 Own Lease Do you own or lease your vehicle? Enter vehicle information: Year / Make / Model Vehicle 2 Not Applicable Own Lease Do you own or lease your vehicle? Enter vehicle information: Year / Make / Model Vehicle 3 Not Applicable Own Lease Do you own or lease your vehicle? Enter vehicle information: Year / Make / Model Boat Not Applicable Own Lease Do you own or lease a boat? Enter boat information: Year / Make / Model Trailer Not Applicable Own Lease Do you own or lease a trailer? Enter trailer information: Year / Make / Model Mobil Home or RV Not Applicable Own Lease Do you own or lease a mobile home or RV? Location Enter mobile home or RV information: Year / Make / Model Miscellaneous Do you own any property of a value of $1,000 or more? If yes, please list and value those items in the box to the left. Secured Creditors 1st Mortgage Holder (name) Amount Owed 2nd Mortgage Holder (name) Amount Owed 3rd Mortgage Holder (name) Amount Owed Vehicle Lender (name) Amount Owed TOTAL SECURED DEBT Unsecured Creditors Creditor Name Amount Owed TOTAL UNSECURED DEBT Current Monthly Income Salary Spouse Salary Gross Wages Gross Wages Overtime Overtime Payroll Deductions Spouse Payroll Deductions Fed. Taxes Fed. Taxes Soc. Sec. Soc. Sec. Insurance Insurance 401k 401k Union Union Other Other Other Other NET SALARY NET SALARY Other Income Spouse Other Income Business Business Real Property Real Property Investment Investment Support Support Alimony Alimony Social Sec. Social Sec. Retirement Retirement GRAND TOTAL GRAND TOTAL Current Monthly Expenses Rent Life Ins. Renters Ins. Medical Ins. Mortgage(s) Car Ins. Prop. Ins. Child Support Home Owners Alimony Prop. Taxes Prof. Dues Home Maint. Car Payment Electric Car Payment Gas / Oil Car Maint. Water Vehicle Reg. Garbage Gasoline Telephone Bus / Train Cable Recreation Food Charity Clothing Other Dry Cleaning Other Med. / Dental Other TOTAL EXPENSES Disposable Income MONTHLY DIPOSABLE INCOME Schedule an Appointment Day Monday Tuesday Wednesday Thursday Friday Time 8:00 a.m. 8:30 a.m. 9:00 a.m. 9:30 a.m. 10:00 a.m. 10:30 a.m. 11:00 a.m. 11:30 a.m. 12:00 a.m. 12:30 a.m. 1:00 p.m. 1:30 p.m. 2:00 p.m. 2:30 p.m. 3:00 p.m. 4:30 p.m. 7:30 p.m. (Monday Only) Comments