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(954) 963-7220 Client Portal Attend Free Webinar / Unase a seminario web gratis

2645 Executive Park Drive, Suite 427, Weston, Florida 33331

1309 Thomasville Road, Suite 215, Tallahassee Florida 32303

Menéndez Law Firm

(954) 963-7220 Client Portal

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Client Intake Form

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Name

Date

Consult Date & Time

Address

Phone

Cell

Work

Free Text

Estate Planning

Questionnaire Sent?

Yes

No

If answer "Yes", please input date

Married

Yes

No

Minor Children

Yes

No

Own Home

Yes

No

Business Owner

Yes

No

US Citizen

Yes

No

Own Gun

Yes

No

Invited to Webinar/Seminar

Yes

No

Expressed interest in Webinar/Seminar

Yes

No

Free Text

Probate

Have Original Will

Yes

No

Relationship to decedent

Types of Assets

Real Property

Bank Accounts

Retirement Accounts

Cars

Guns

Art

Jewelry

Other

Other

Opt-In

Tax (Select one.) STATE means with Department of Revenue, Nydia gets referral). FEDERAL means with IRS, Claudia gets referral

Has Audit Report Been Issued

Yes, Pls send

No

Type of Tax:

Has Client Had Representation

Yes

No

Name of Representative

Notes

New Field:

Added to MailChimp

Added to CP8

Sent Packet

Invited to Webinar/Seminar

Consultation done on

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Home
Our Firm
Practice Areas
CTA
Learning Center
Contact Us

Home
Our Firm
Practice Areas
CTA
Learning Center
Contact Us

CONTACT INFORMATION

Phone: (954) 963-7220

Email: welcome@menendezlawfirm.com

2645 Executive Park Drive, Suite 427

Weston, Florida 33331

1309 Thomasville Road, Suite 215

Tallahassee Fl 32303

BUSINESS HOURS

Monday

9:00 am - 5:00 pm

Tuesday

9:00 am - 5:00 pm

Wednesday

9:00 am - 5:00 pm

Thursday

9:00 am - 5:00 pm

Friday

Closed

Visa Payment Accepted

MasterCard Payment Accepted

Discover Payment Accepted

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