Initial Meeting Form - Real Estate

CLIENT
Client Legal Name*
First Middle Last
Client Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client Mailing Address Same as Physical Address?
- Yes
- No
Client Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client Phone
Client Cellular
Client Email*
Client Employer
Client Position
Client Employer Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client Employer Phone
Client Employer Fax
Client Employer Accountant
Client Employer Financial Advisor
Partner
Do you need to input information for a partner?
- Yes
- No
Partner Legal Name
First Middle Last
Partner Physical Address Same As Client Physical Address?
- Yes
- No
Partner Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Partner Mailing Address Same as Physical Address?
- Yes
- No
Partner Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Partner Phone
Partner Cellular
Partner Email*
Partner Employer
Partner Position
Partner Employer Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Partner Employer Accountant
Partner Employer Financial Advisor
Property
Property Address if known
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Property Description if known
Copy of deed or other relevant property info if available
Max. file size: 32 MB.
Additional Files
Max. file size: 32 MB.
BILLING INFORMATION
Name of person or company who should receive bill
- Client
- Partner
- Other
Email of person who should receive bill*
Billable Name
First Last
Billing Address
- Client Physical Address
- Client Mailing Address
- Partner Physical Address
- Partner Mailing Address
- Other
Billing Address (Other)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Billing Phone
Invoicing Options:
- By choosing this option and submitting this form, you are acknowledging that you would like to have your invoices sent via electronic means (e-mail), and that the e-mail you have filled in is void of errors and actively monitored by you and/or the person receiving your invoice.
- By choosing this option and submitting this form, you are acknowledging that you would like to have your invoices sent via physical mail to the listed mailing address, and that this address is void of errors.
Referral Information
Who may I thank for this referral?

Dana M. Kyle has over 25 years’ experience in estate planning, business and real estate law and helping individual clients meet their estate and business planning needs. Guiding families through trust and estate administration for estates ranging f… Read More

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Beneficial Ownership Information Reporting

July 16th, 2024

A piece of federal legislation called the Corporate Transparency Act (CTA) went into effect on January 1, 2024. This law is intended to prevent illegal activity such as tax fraud, money laundering, and other financial crimes. The CTA aims to achieve… Read More

The Law Offices of Dana M. Kyle, P.A.

318 W. Organ Ave.

Las Cruces, New Mexico 88005

Phone: 575-525-0020

Fax: 575-525-0017

Initial Meeting Form - Real Estate

CLIENT

Partner

Property

BILLING INFORMATION

Referral Information

Practice Areas

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Dana M. Kyle

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