Set Up Your Initial Consultation

The best time to contact an attorney is before you need one!

Welcome to the Westfall Law Client Intake Wizard. This simple 3 step form will help us better understand your legal needs before scheduling.

Step 1 of 3

Lets get started. Tell us about yourself.

Required fields are marked with *

First Name *

Last Name *

Company Name

Mailing Address *

Phone Number *

Email Address *

Legal Coverage

Do you have legal insurance that may apply to this matter? *

Coverage Type *

CLC
Metlife
Legal Shield
Legal Club of America
ARAG
LegalEASE
Other

Metlife Eligibility ID Number

Have you contacted your provider yet? *

How did you hear Westfall Law?

Source of Referral *

Referral
Google Search
Avvo
Social Media
Other

Name of person that referred you *

If 'Other', please tell us more *

Step 2 of 3

Individuals or Entities Involved

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Opposing Parties: List Names & Relationships List any people or entities who may be opposing you in this legal matter.

Related Parties: List Names & Relationships List any individuals/entities involved in the matter (but not opposed).

Legal Services Required

What type of legal service are you seeking? *
You may select more than one

Estate Planning

Probate & Estate Administration

Business & Transactional Law

USVI Tax Incentives

Family Law

Real Estate Transactions

Civil Litigation

Construction Law

Environmental Law

Other Matters

Estate Planning

Is this estate planning for you personally, or for someone else?

Myself
Someone Else
Myself & Spouse

What type of estate planning assistance do you need? (Check all that apply)

New Will or Trust

Review or Update Existing Estate Plan

Powers Of Attorney or Health Care Directives

Business Succession Planning

Asset Protection and Tax Planning

Guardianship Planning

Not Sure, Need Guidance

Other

Please specify:

Approximate value of assets involved?

< $250k
$250k - $1m
$1m - $2.5m
$2.5m - $10m
> $10m
Prefer Not To Say

Do you own real estate or other property outside of your home state or territory?

Are there unique family circumstances relevant to your estate planning needs?

Tell us more

Additional details (if any)

Probate & Estate Administration

What Estate Related services are you seeking? (check all that apply)

Probate of a Will

Administration of an Estate without a Will (Intestate)

Contesting or Challenging a Will or Trust

Estate Litigation (Dispute among beneficiaries, Fiduciary misconduct)

Ancillary Probate (Assets in multiple states or jurisdictions)

Administration of Trust

Other

Please specify:

Where did the decedent pass away?

New York
New Jersey
Maryland
Washington, D.C.
U.S. Virgin Islands
Other

Please clarify:

What is your relationship to the deceased person?

Executor Named in Will
Beneficiary or Heir
Family Member
Creditor of Estate
Other

Please describe

Approximate Value of Decedent's Estate

< $50k
$50k - $250k
$250k - $1m
$1m - $5m
> $5m

Are there disputes or conflicts among beneficiaries or family members?

Yes
No
Unsure

Describe nature of dispute

Please add any additional relevant details (if any)

Business & Transactional Law

Which of the following best describes your business or transactional legal needs? (Check all that apply)

Forming or structuring a new business (LLC, Corporation, Partnership, etc.)

Drafting, reviewing, or negotiating contracts or agreements

Buying or selling a business

Business succession planning or exit strategy

Corporate governance or compliance issues

Employment agreements or personnel-related legal issues

Intellectual property matters (Trademarks, Copyrights, Licensing)

Business dispute resolution or pre-litigation strategy

General legal counsel or ongoing business legal support

Other

Please describe

Do you currently own or operate a business?

Yes
No, but planning to start one

Briefly describe your business type and industry

Briefly describe your idea or concept

Are other parties involved in your legal matter (e.g., business partners, buyers/sellers, investors, employees)?

Briefly describe roles/relationships involved

Please add any additional relevant details (If any)

USVI Tax Incentives

Which tax incentive program(s) are you interested in? (Check all that apply)

EDC (Economic Development Commission) Tax Program

RTPart (Research & Technology Park)

S.T.A.R.S. Film & Media Program

Exempt Company (Offshore entity)

Unsure / Need Guidance

What are you hoping to achieve through these incentives?

Do you currently operate a business? Or are you starting one?

Currently Operating
Planning to start a business
Other

Briefly describe your business type and industry

Where is your business currently located or registered?

Briefly describe your idea or concept

Tell us more

Do you plan to operate or hire employees within the US Virgin Islands?

Yes, within 6 months
Yes, but unsure of timeline
No / Not sure yet

How many employees? (approx.)

Estimated Total Investment in your business over the next 12 months

< $100k
$100k - $250k
$250k - $1m
> $1m
Unsure

Are you currently working with any professionals (accountants, consultants, lawyers) on this matter?

Yes
No
Not yet, but planning to

Please list who you are working with and what they are doing

Family Law

Type Of Family Law Matter? (Check all that apply)

Divorce / Separation

Child Custody / Support

Adoption

Guardianship

Prenuptial / Postnuptial Agreements

Other Family Matter

Divorce/Separation: Are you already separated from your spouse?

Divorce/Separation: Have either of you filed any court documents yet?

Divorce/Separation: Are there children involved?

Divorce/Separation: Are there major assets (house, retirement, business)?

Divorce/Separation: Is this likely to be contested?

Child Custody/Support: List number of children involved and their ages

Child Custody/Support: Are you currently living with the child/children?

Child Custody/Support: Is there a concern about safety or abuse?

Adoption: Is this a step-parent or relative adoption?

Adoption: Is the adoption contested by any biological parent?

Adoption: Is the child already living with you?

Prenup/Postnup: Are you currently engaged or already married?

Prenup/Postnup: Are you and your partner both on board with creating the agreement?

Prenup/Postnup: Do either of you own significant assets or expect inheritance?

If 'Other Family Matter', Please briefly explain

Are there any existing court orders?

Yes
No
Unsure

Briefly describe court order

Please describe other parties involved

Do you believe this matter requires urgent legal attention?

Yes
No, not urgent
Not Sure

Describe nature of urgency

Are you concerned about safety, domestic violence or protective orders?

Yes
No
Prefer not to say here

Real Estate Transactions

Transaction Type

Buying
Selling
Leasing
Title or Deed Transfer
Other

Name of purchasor

Do you already have a signed purchase contract?

Do you have a closing date scheduled?

Are you working with a realtor?

Will you be financing the purchase with a mortgage?

When was property acquired?

Is the property already listed for sale?

Do you have a signed purchase offer?

Is there a mortgage on the property?

Are there any liens or title issues?

Are there any co-owners?

Tell us more

Type of property?

Residential
Commercial
Undeveloped Land
Other

Location of property

New York State
New Jersey
Maryland
Washington, D.C.
U.S. Virgin Islands
Other

Specify Location

Is the property currently occupied?

Yes, by owner
Yes, by tenant
No

Is there a lender involved?

What lender?

Civil Litigation

Type Of Litigation?

Breach Of Contract
Real Estate or property-related Dispute
Employment Issue
Business Dispute
Construction Related Dispute
Personal Injury (non-criminal)
Other Litigation

Is there a written contract?

What is your role in the business?

Is the business actively operating?

Briefly explain the litigation

Served Or Initiating Action?

Served Lawsuit
Filing lawsuit
Seeking Advice First
Unsure Yet

Date of Service

Case Number

Deadlines Approaching?

Yes
No
Unsure

What is the deadline?

Where did the events giving rise to the dispute occur?

Amount in Dispute? (approximate)

< $10k
$10k - $50k
$50k - $100k
$100k - $250k
$250k - $1m
> $1m

Briefly describe the situation in your own words

Construction Law

What type of construction-related legal issue(s) do you need assistance with? (Check all that apply)

Contract Drafting or Negotiation

Licensing or Permitting

Zoning or Land Use Approvals

Regulatory Compliance (OSHA, EPA, etc.)

Environmental Review or Permitting

Construction Litigation

Property Acquisition or Financing

Drafting or Updating Local Ordinances

Other

What type of contract is involved?

Is the project already underway?

What specific permits or approvals are you trying to obtain?

Has an application been submitted?

Where is the project located?

Have you already had contact with the zoning board or planning commission?

Are you seeking a variance, special use permit, zoning interpretation, or something else?

Which agency is involved?

Have you received any notices, warnings, or citations?

Does your project involve SEQRA, SPDES, SWPPP, or remediation?

Are you working with an environmental consultant?

Tell us more

What is the name and address of the project site?

Type of Property

Residential
Commercial
Mixed-use
Other

Please Describe

What phase is the project in?

Pre-Construction
Active Construction
Post-Construction
In Dispute / Stalled

Estimated total value of the project

< $100k
$100k - $500k
$500k - $2m
$2m - $10m
$10m - $50m
> $50m

Are you working with other professionals?

Please list, if known

Please add any additional relevant details (if any)

Environmental Law

What type of environmental-related legal issue(s) do you need assistance with? (Check all that apply)

Environmental compliance or regulatory advice

Environmental permitting or review

Defense against environmental enforcement action

Environmental or land use litigation

Remediation or cleanup of contaminated property

Other

What type of project, facility or activity are you seeking guidance on?

Which agency's regulations are most relevant?

Is this for a private company, municipality, or individual?

What type of permits or review is required?

Has an application been submitted?

Have you received a notice of violation, consent order, or formal complaint?

What court or agency is handling the case?

What is the core issue?

What contaminant(s) or site conditions are involved?

Are you the owner, developer, or tenant of the property?

Has the cleanup already begun, or been mandated?

If 'Other', please briefly explain

Where is the project site or issue located?

What is the property used for?

Residential
Commercial / industrial
Municipal or utility
Vacant
Agriculture
Other

Please Describe

Which agencies (if any) are currently involved? (Check all that apply)

State / Territory

US EPA

Local Planning / Zoning Board

U.S. Army Corps of Engineers

Not Sure

Other Involvement

If 'Other Involvement', please describe

Have you received any written notices, citations, or correspondence?

Yes
No
Not Sure

Please briefly describe

Please add any additional relevant details (if any)

Other Matters

Enter a brief description of assistance needed

Step 3 of 3

Final Info & Submit!

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How would you prefer your consultation to be handled? *

In Person
Phone Call
Video Call

Please provide any additional information we should know (If any)

CLIENT INTAKE SYSTEM

Set Up Your Initial Consultation

Step 1 of 3

Lets get started. Tell us about yourself.

Required fields are marked with *

Legal Coverage

How did you hear Westfall Law?

Step 2 of 3

Individuals or Entities Involved

Required fields are marked with *

Legal Services Required

Estate Planning

Probate & Estate Administration

Business & Transactional Law

USVI Tax Incentives

Family Law

Real Estate Transactions

Civil Litigation

Construction Law

Environmental Law

Other Matters

Step 3 of 3

Final Info & Submit!

Required fields are marked with *