Data Collection Appointment
Preparation for the Legal Documents Customer
Thank you for scheduling a consultation with us!
If you would like to save some time before your appointment, please review the forms listed below. If you want to complete the forms or make notes to them, please “click to view” to download them to your local computer or device, then work in your saved document to make any changes.
Document
Items Needed for:
Data Collection Appointment
Click on link to review the list to prepare for a data collection appointment.
*If you have only scheduled an initial appointment, this list is provided just in case you decided you want to move forward with legal document preparation with our firm (to cue you into the additional information needed once retained).
Video
Initial LD Education Video
Check out our talk “The True Power of Paper” on our YouTube channel!
Document
Intro to M&A Services Packet
Click on link to review our handouts to describe each service we offer.
RELATED VIDEOS
INTRO TO MONTGOMERY & ASSOCIATES
ALTCS INITIAL EDUCATION