Thank you so much for contacting our law office! Please read the privacy policy below, and then fill out this form in its entirety prior to our consultation.

Privacy Policy

All information received from a Potential New Client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.

Your personal information will only be used in the event that you hire the firm to represent you in your legal matter, and then only when necessary in limited use during the course of your case.

If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

General Information

Contact information

Prefix

First name *

Middle name

Last name *

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Preferred Contact & Scheduling

Preferred Contact Method

Gender

Male

Female

Do you prefer morning or afternoon appointments?

Morning

Afternoon

Personal & Employment Information

Please complete this section with your current personal and employment details. If you are not employed, provide any relevant information about your financial situation. This information helps us understand your circumstances and assess any financial considerations related to your case. If you are unsure about any details, provide your best estimate or indicate that you are uncertain.

Marital Status

Single

Married

Separated

Divorced

Widowed

Are you currently employed?

Yes

Case Details

Please provide as much information as possible about your legal matter. If you are unsure about any details, simply provide your best estimate or indicate that you are uncertain. The information you provide here will help us evaluate your case and determine how we can best assist you. If any details change after submitting this form, please inform our office as soon as possible.

What type of probate or estate matter is this?

Please provide a brief description of your legal matter.

Full name of the deceased person (if applicable):

Date of death (if known):

Was the deceased person a resident of Texas?

Yes

In which county is the estate or legal matter located?

Did the deceased person have a will?

If yes, do you have a copy of the will?

Yes

Has the will already been submitted to probate court?

Are you a named executor, beneficiary, or heir in the will?

Are there any disputes over the validity of the will?

Yes

What are the primary concerns or disputes in this matter? (Check all that apply)

Someone is mismanaging estate assetsDisputes over asset distributionA family member was unfairly left out of the willGuardianship issuesOther (please describe)The will is invalid due to undue influence, fraud, or lack of capacityThe executor/trustee is not fulfilling their duties properly

If other, please describe:

Are there any existing court orders related to this case?

Has another attorney ever represented you in THIS case?

Yes

Did Clay Harrison ever preside over your case as a judge?

Yes

Estate & Financial Information

Please provide as much detail as possible regarding the estate’s assets, debts, and financial matters. This information helps us assess the complexity of the case and any potential disputes. If you are unsure about specific amounts or details, provide your best estimate or indicate that you are uncertain. If new information becomes available after submitting this form, please notify our office as soon as possible.

What are the estimated total assets of the estate?

Are there real estate properties involved in this estate?

Is there a business involved in the estate?

Are there any known debts or liabilities of the estate

If yes, what is the estimated amount of debt?

Is there a trust involved in this matter?

If yes, who is the trustee?

Do you suspect any fraud, undue influence, or mismanagement related to the estate?

Yes

Family & Interested Parties

Who are the main individuals involved in this estate or probate matter? (Check all that apply)

Named executor/trusteeSurviving spouseChildren or other heirsOther interested parties (siblings, extended family, etc.)Other

Other (please specify)

Are there any disputes between heirs or beneficiaries?

Yes

Has there been any history of family conflict regarding this estate?

Yes

Are there minor children or individuals with special needs involved?

Yes

Is anyone contesting or planning to contest the will, trust, or estate administration?

Yes

Referral & Payment Information

How were you referred to our law firm?

Friend or family member

Another attorney

Google Search

Facebook

Bar Association

Other

If our law firm ends up representing you in this matter, will you be the person who pays the legal fees?

Yes

If we are unable to assist you with your legal matter, may we refer you to another attorney?

Yes

Acknowledgment & Submission

ACKNOWLEDGEMENT AND ACCEPTANCE

I acknowledge that I have read and hereby accept the above privacy policy regarding use of my personal information.

THANK YOU

Thank you for providing your information. This information will be extremely helpful in evaluating your case.

Once submitted, our team will review your details and follow up with the next steps. If your case is a good fit, we will contact you to schedule a one-hour consultation with Attorney Clay Harrison for $350. Our attorney’s hourly rate is $350 per hour, and a retainer quote will be provided during the consultation based on the complexity of your case.

If you would like a copy of your completed form, you can download it using the link provided after submission. If you have any questions, please contact our office.

Please click the SUBMIT button below when you have finished answering all questions.