Intake Form (Over-the-Phone consult)

Your Initial Consultation is absolutely FREE.

You can set up an initial consultation and just come in.
You don't have to do a thing.
You don't have to get prepared.

All we ask is that you: Grab up your bills and bring them with you. If you have a paycheck stub, bring that along to.

However...some people like to speed up the process.

Are you one of those people? If so, for you...we have attached to this website our "online" Intake Form....so that you can fill it out ahead of time. Please "click" on the button below:

Fill out intake form

Important Instructions

(1) Fill out the "online" Intake Form to the best of your ability. If you don't understand a question or don't know an answer, don't worry about it. Just do the best you can. We will help you finish answering the Intake Form when you come in for your appointment.

(2) Don't forget to set up your FREE Initial Consultation. If you have already set up an appointment for your FREE Consultation, great. If not, setting up your free consultation is easy. You have 2 choices: You can set up your consultation using our "online" Appointment Scheduler.....OR....if you prefer...you can call and speak to a "live" person.

Using our "online" Appointment Scheduler:

Just click on this button. In 5 easy steps, you will have an appointment.

Make your appointment now

Want to speak to a "live" person instead?

Night or day, 24 hours a day, just call toll free to:

+1-919-646-2654

Things To Remember:

(1) You must be a resident of North Carolina. We have offices in Raleigh, Durham, Fayetteville, Wilson, Greensboro and Garner.

(2) When you come in for your FREE Consultation, please let our receptionists know that you have already filled out our "online" Intake Form, so that we can print out a copy to use during your consultation. This is important since, generally, we conduct interviews in the order in which properly completed Intake Forms are handed in.

(3) If you have not filled out the entire Intake Form, we may ask you to sit down to try to fill it out in more detail, so that we will have as full and complete a picture as possible concerning your financial situation. Please rest assured that there is nothing on the Intake Form that is not important.

(4) When you arrive in our office, we hope that you will be seen immediately. However, please bear with us. Sometimes, our interviewers get backed up, in which case, it is possible that your initial interview may be delayed for up to an hour. Most of the time, this does not happen, but we just want to let you know that this is possible. There are a number of reasons for this. Sometimes, an interviewer calls out sick, in which case, we end up short-handed. Another reason is that some interviews take longer than others. We promise to show you all your options and to try to answer all your questions. If we are backed up, it may simply be because we are trying to keep our promise to the person or persons being interviewed ahead of you.

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Serving North Carolina

  • Charlotte
  • Fayetteville
  • Durham
  • Wilson
  • Greensboro
  • South Raleigh (Garner)
  • Southport (Phone Consults)
  • Wilmington (Phone Consults)

North Raleigh

6616 Six Forks Rd Suite 203 Raleigh, NC 27615 North Carolina

Tel: (919) 847-9750

North Raleigh

Charlotte

7400 Carmel Executive Park Dr Suite 105 Charlotte, NC 28226 North Carolina

Tel: (704) 318-2702

Charlotte

Fayetteville

2711 Breezewood Ave. Fayetteville, NC 28303 North Carolina

Tel: (910) 323-2972

Fayetteville

Durham

1738 Hillandale Road Suite D Durham, NC 27705 North Carolina

Tel: (919) 286-1695

Durham

Wilson

2215 Nash St. NW Wilson, NC 27896 North Carolina

Tel: (252) 234-9194

Wilson

Greensboro

600 Green Valley Road Suite 210 Greensboro, NC 27408 North Carolina

Tel: (336) 542-5993

Greensboro

South Raleigh (Garner)

143 Highway 70 Garner, NC 27529 North Carolina

Tel: (919) 747-4400

South Raleigh (Garner)

Southport (Phone Consults)

4320 Southport Supply Road SE Suite 300 Southport, NC 28461 North Carolina

Tel: (910) 218-8682

Southport (Phone Consults)

Wilmington (Phone Consults)

4320 Southport Supply Road SE Suite 300 Southport, NC 28461 North Carolina

Tel: (910) 447-2987

Wilmington (Phone Consults)