Intake Form

If you have questions, you can call us at (212) 922-1330 during office hours Monday – Friday: 9:00am – 5:30pm EST

Step 1: Do You Have A Legal Plan?
Step 2: Fill Out the Form Below
Full Name
First Last
Plan Member's Name (if different)
First Last
Phone
Email
Which contact method do you prefer?
- Phone
- Email
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Current Employer
Member ID Number
Claim Number
Case Number
Preferred Language
Brief Summary of Your Legal Matter

Why it is Important to Have an Estate Plan Prepared for Uncertain Times
It is impossible for anyone to predict the future, as seen with the recent outbreak of the Coronavirus across the world. Unexpected events, such as a disease, can come your way at a moment's notice. This can impact your life…
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What Do I Need to Know About the Symptoms of Coronavirus (COVID-19)?
Across the globe, one of the most important and pressing issues right now is how to contain the Coronavirus disease (COVID-19) that has become the center of our lives. It can be comforting to know that there are things we…
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What Types of Trusts Can be Created in New York?
In New York, there are different ways a person can set up their estate plan in order to protect the future of their assets. This can vary depending on what the individual wants from their estate plan. One way this…
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