Initial Meeting Form - Business Planning

CLIENT
Client Legal Name*
First 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 Business Address Same as Physical Address?
- Yes
- No
Client Business Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client Accountant
Client Financial Advisor
BUSINESS PARTNER
Do you need to input information for a business partner?
- Yes
- No
Business Partner Legal Name
First Last
Business Partner Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Partner Mailing Address Same as Physical Address?
- Yes
- No
Business Partner Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Partner Phone
Business Partner Cellular
Business Partner Email*
Business Partner Business Address Same as Physical Address?
- Yes
- No
Business Partner Business Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Partner Accountant
Business Partner Financial Advisor
Are there additional business partners not listed on this form?
- Yes
- No
BUSINESS INFORMATION
Business Description/Idea
Previous Documents?
File
Max. file size: 125 MB.
File
Max. file size: 125 MB.
File
Max. file size: 125 MB.
Business Name (or proposed name if new business):
BILLING INFORMATION
Name of person or company who should receive bill
- Client Name
- Business Partner Name
- Other
Email of Person Who Should Receive Bill*
Billable Name
First Last
Billing Address
- Client Physical Address
- Client Mailing Address
- Client Business Address
- Business Partner Physical Address
- Business Partner Mailing Address
- Business Partner Business Address
- Other
Billing Address (Other)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Billing Phone
Billing Fax Number
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 30 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

Apr

Estate Planning Across State Lines

April 13th, 2026

There are a number of considerations to keep in mind when estate planning across state lines. Each state’s laws may be different, and documents that are legally valid in one state may be refused in another. Read More

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

318 W. Organ Ave.

Las Cruces, New Mexico 88005

Phone: 575-525-0020

Initial Meeting Form - Business Planning

CLIENT

BUSINESS PARTNER

BUSINESS INFORMATION

Previous Documents?

BILLING INFORMATION

Referral Information

Practice Areas

Ways To Contact Us

Dana M. Kyle

Recent Blog Posts

Contact Us