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Pre-Consultation Form

We’re here to help you move forward.

Let's sit down for a legal consultation, so we can hear your story and provide the individual direction that you deserve.

Location

NC Office: 6101 Carnegie Blvd, Suite 100
Charlotte NC 28209
Office Hours: By Appointment

NC: (704) 936‑0062
SC: (803) 212‑4777

Fax: 704-498-4870

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I hereby certify that all of the above information is accurate to the best of my knowledge. I further acknowledge that I am NOT establishing an ongoing attorney-client relationship with Touchstone Family Law, or the lawyers thereof, by meeting for this initial consultation. Rather, I understand that no ongoing attorney-client relationship is established with Touchstone Family Law or the lawyers thereof, UNLESS AND UNTIL a formal Agreement for Legal Services is signed and the fee, or fee advance, required thereby is paid.

As evidenced by my clicking the box below, I have read this Acknowledgement in full and understand its contents.

I have read the above Acknowledgement in full and understand its contents

Yes, I have read this Acknowledgement in full and understand its contents

ACKNOWLEDGEMENT

Touchstone Family Law will keep your responses to this form confidential. We will only contact you using the contact information provided on this form. Please be mindful when accessing or saving this form and ensure that it is in a secure location.

As evidenced by my clicking the bubble below, I have read this Acknowledgement in full and understand its contents.

I have read this Acknowledgement in full and understand its contents

Yes, I understand.

COMMUNICATION POLICY

We prefer to communicate electronically. If you consent to electronic communication, you will need to provide a personal, secure email address that you check frequently or will commit to checking frequently while we work together. A secure email is a personal email account that no one else has the password to or ability to access and read the emails. Work emails are not secure and communications via work emails may waive your attorney-client privilege. If your current personal email is not secure to you, please change your password(s) immediately. We highly recommend setting up a new email specifically for communication with your attorney. Please note that it may be necessary for you to check your "junk box" or "spam filter". Should you formally retain our firm with a written Agreement for Legal Services, we will communicate via a secure Client Portal. This portal will be associated with the personal and secure email address.

I have read and understand Touchstone Family Law's Communication Policy

Yes, I understand.

Please note, you will not be able to submit this form without agreeing to the above statements.

First Name*

Last Name*

Date of birth*

Secure email address where we can contact you:*

Enter Email Confirm Email

Telephone*

Type of telephone number above*

Mobile

Home

Work

Other

Address where you are currently residing*

Street Address Address Line 2 City State ZIP Code

Mailing address (if different from above)

Street Address Address Line 2 City State ZIP Code

Are there any special circumstances to be given regarding our communication with you by email, telephone, or physical mail?*

Best method to contact you quickly:*

What are your goals for this consultation?

Have you consulted with any other attorney regarding this matter? If yes, please provide the name and firm of the attorney(s)

Are you currently represented by an attorney? If yes, please provide the name and firm of the attorney currently representing you

Have you previously been represented by any other attorney with respect to this matter? If yes, please provide the name and firm of any attorney that has previously represented you

Who is your conflict with? (Name of opposing party)

What is your relationship to the above person(s)?

Opposing party date of birth

Opposing party email address

Enter Email Confirm Email

Opposing party telephone number

Opposing party address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Is opposing party currently represented by an attorney? If yes, please provide the name and firm of opposing party's attorney(s)

Are you now, or were you ever married to the opposing party?

Yes

Yes, we are married, but currently separated

Yes, but now divorced

Date of marriage to opposing party

Date of separation from opposing party

Date of divorce

Children: Please provide full names, dates of birth, and current grade if still in school

Is there anything that we should know about your child(ren) before the consultation?

Do you or opposing party have any existing child support or spousal support obligations?

Yes

Please provide details of your and/or opposing party's existing child support and/or spousal support obligations

If married to opposing party, is adultery an issue

Yes

Is domestic violence an issue?

Yes

Do you have a Will, Durable Power of Attorney, and/or Health Care Power of Attorney?

Please list all estate planning documents you have

Do you have a Prenuptial or Postnuptial Agreement?

I have a Prenuptial Agreement

I have a Postnuptial Agreement

I have neither

Please provide the name of your employer, the length of your employment, your compensation, and any bonuses:

Please provide the name of opposing party's employer, the length of their employment, their compensation, and any bonuses:

Assets: Please briefly list your assets, including a description, estimated NET value, and if married if the asset was acquired before or during the marriage:

Debts: Please briefly list your debts, including a description, estimated amount owed, and if married if the debt was incurred before or after marriage:

Who have you confided in about this situation other than an attorney?

Is there anything else we should know about YOU before the consultation that you believe could impact your case?

Is there anything else we should know about the OPPOSING PARTY before the consultation that you believe could impact your case?

How did you hear about Touchstone Family Law?*

If you were referred by an individual, please provide their name below so that we may thank them.*

What to expect

Your consultation is confidential and designed to help you understand your options. We’ll listen first, then guide you through the next steps.

We offer consultations in person, by videoconference, or by telephone.

Pre-Consultation Form

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What to expect

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