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Welcome to our
Intake Form Center
Intake forms are conveniently accessible online through MyCase, which is our preferred method for submission. To set up your MyCase account, please contact FOREVER LEGAL. Alternatively, if you prefer to complete your Intake Form manually, download and print the appropriate form below and follow our simple three-step process below.
Three Step Process
- Book a Level II Consult.
- Select the appropriate form.
- Business Formation Intake Form
- Business Litigation
- Estate Planning Intake Form (Single)
- Estate Planning Intake Form (Married)
- Guardianship Intake Form
- Probate Intake Form (With a Will)
- Probate Intake Form (Without a Will)
- Trademark Intake Form
- Trust Administration Intake Form
- Trust Planning Intake Form
- Prenuptial Agreement
- Third-Party Special Needs Trusts
- Complete the Intake Form and upload it to MyCase at least 72 hours prior to your Level II Consultation. If you have not yet received your MyCase welcome link, please contact us. For your security, kindly refrain from emailing the form.
If you have any questions or need assistance, don’t hesitate to reach out. Discover the difference with FOREVER LEGAL!
- DISCLAIMER: Scheduling a consultation of any type or submitting an Intake Form does not establish an attorney-client relationship. You will not be considered a client of FOREVER LEGAL until an Attorney – Client Retainer Agreement and Engagement Letter is signed, and the retainer fee has been paid. Until these steps are completed, no legal representation or duties are in effect.
- MyCase Security: Documentation is stored on MyCase. MyCase is a secure, cloud-based platform that allows us to manage your case efficiently. Instead of juggling multiple systems and logins, you can track everything in MyCase. It offers security comparable to what banks use, ensuring only you can access your account. For more details, please read about MyCase’s security here: https://www.mycase.com/features/law-firm-data-security.