Contact Information Name(Required) First Last
What can I help you with today?(Required) What is the reason for your call? NOTE: Use this area for all information and messages.
Type of Caller(Required) Note: This question answers why the person is calling. All Past Clients are existing clients.
Existing Client with a Current Matter Preference is a warm handoff to the staff member they are working with. If unavailable, please ask if they would like to leave a message with you or be transferred to voicemail. If you select "other" you must include details in the box.
Result of Call for Current Client(Required) Which staff member? (current client)(Required) Put any message in the "What can I help you with today?" box above.
Existing Client with a Past Matter This area is a bit more vague. If they would like to schedule an appointment to discuss a new matter, then go that route. If they just want to talk to the person they were working with before, then try a warm handoff. If unavailable, give them the option to leave a message or be transferred to voicemail. If you select "other" you must include details in the box.
Result of Call for Past Client(Required) Note: Even if they are a past client, we will need to do the intake process, and it is faster if they just schedule it during this call.
Which staff member? (past client)(Required) Put any message in the "What can I help you with today?" box above.
Attorney/Court Preference is a warm handoff to the staff member responsible for that area. If unavailable, ask if they would like to leave a message or be transferred to voicemail. If you select "other" you must include details in the box.
Result of Call for Attorney/Court(Required) Which staff member? (attorney/court)(Required) Put any message in the "What can I help you with today?" box above.
Vendor/Supplier - Laura to Handle Preference is a warm handoff to the staff member responsible for that area. If unavailable, ask if they would like to leave a message or be transferred to voicemail. If you select "other" you must include details in the box.
Result of Call for Vendor/Supplier(Required) Sales Call Note: Only option for a sales call is to take a message. Enter the message in the "What can I help you with today?" box above. You may take their email if they leave it.
Calling About an Existing Appointment What type of appointment can we help you with?(Required)
Change Your General Consultation Appointment How can I help you with your General Consultation appointment?(Required) Why are you canceling your General Consultation appointment? Please let us know why you are cancelling your appointment today.
What type of services can we help you with?(Required) Do you (or the loved one you are calling about) own property, currently live in Idaho or will you soon be moving to Idaho?(Required) Note: Estate Planning - does the person or their loved one own property in Idaho? Guardianship - Does the person needing guardianship live in Idaho? Probate - did the deceased person live, or own property, in Idaho? (Answer yes if any of these are true.)
Scheduling a General Consultation Appointment We sometimes handle business filings, adoptions, and real estate law.
We Do NOT handle criminal law, family law, bankruptcy, personal injury, or civil litigation.
NOTE: If the caller appears calm and open to guidance from a qualified attorney, then we refer to Murray, Zeil, and Johnston – (208) 528-4188 for criminal or family law.
We do not currently have referrals for any other type of law.
Result of Call for General Consult(Required) If the caller would like to have a staff member call them to set up an appointment, please take their email address.
All Other Note: If the caller does not fall into any of the above categories, take a message and get an email address if possible.
We are only licensed to practice law in Idaho. We will give your information to our staff and they will reach out to let you know if they can help.
Thank you for choosing Alan R. Harrison Law for your Guardianship and Conservatorship needs. Alan has over 18 years of experience with the Guardianship and Conservatorship process. Please answer the questions below so that we can get you set up with an appointment.
What type of Guardianship do you need?(Required) Thank you for Choosing Alan R. Harrison Law for your Probate needs. Alan has over 16 years of experience with the Probate process. Please answer the questions below so that we can get you set up with an appointment.
Your Relationship to the Deceased Person(Required)
About the Deceased Person Name of Deceased Person First Last
What state did they die in? Alabama Alaska American Samoa Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Northern Mariana Islands Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah U.S. Virgin Islands Vermont Virginia Washington West Virginia Wisconsin Wyoming Armed Forces Americas Armed Forces Europe Armed Forces Pacific
Marital Status at the Time of Death(Required) Did the Deceased Person have a will or trust?(Required)
Did the deceased person have any minor children or were they anyone's legal guardian?(Required) Did the deceased person own property?(Required) Thank your for choosing Alan R. Harrison Law for your Estate Planning needs. Alan has over 16 years of experience with estate plans. Please answer the questions below, for either yourself or the loved one you are calling about, so that we can get you set up with an appointment.
Current Marital Status(Required) Do you have children under the age of 18?(Required) Do you have one or more children with a disability?(Required) Do you have an existing will or trust? Do you have existing powers of attorney? About the Person Needing Guardianship and/or Conservatorship Tell a little bit about your loved one so we can understand how we may best help.
Name First Last
Your Loved One's Age(Required)
What specific challenges does your loved one face?
About the Minor Child Needing Guardianship Your Relationship to the Minor Child(Required)
Reason Guardianship is Needed and Other Comments
Scheduling an Estate Planning Appointment Would you like to set up a time to speak with a member of our staff about your Estate Plan?(Required) If you are ready to get started you can schedule a 60 minute consultation for our team to go over your needs and information and start creating your estate plan. This consultation is $250, due at the time of the meeting. If you choose to have Alan R. Harrison Law complete your Estate Plan, this price will be credited to your desired services.
If you are unsure of your needs, you may schedule a Free 15 minute consultation to speak with an attorney.
For your 60 min Estate Planning appointment, which do you prefer?(Required) For your free 15 min Estate Planning appointment, which do you prefer?(Required)
Why did they decline? Please let us know why they are not scheduling an appointment today.
Follow Up Opportunities Can we follow up with you in the future? If so, when would you like to hear from us?
Changing Your Estate Planning Appointment I will forward this to our scheduler and have them reach out to you.
How can I help you with your Estate Planning appointment?(Required) Why are you canceling your Estate Planning appointment? Please let us know why you are cancelling your appointment today.
Changing Your Guardianship Appointment I will forward this to our scheduler and have them reach out to you.
How can I help you with your Guardianship appointment?(Required) Why are you canceling your Guardianship appointment? Please let us know why you are cancelling your appointment today.
Changing Your Probate Appointment I will forward this to our scheduler and have them reach out to you.
How can I help you with your Probate appointment?(Required) Why are you canceling your Probate appointment? Please let us know why you are cancelling your appointment today.
Scheduling a Probate Appointment Would you like to set up a time to speak with a member of our staff about Probate?(Required) If you are ready to get started, you can schedule a 60 minute consultation for our team to help you with the Probate process. This consultation is $250, due at the time of the meeting. If you choose to have Alan R. Harrison Law manage your Probate process, this price will be credited to your services.
If you are unsure of your needs, you may schedule a Free 15 minute consultation to speak with an attorney.
You will have the chance to change your appointment later if you need to.
For your 60 min Probate appointment, which do you prefer?(Required) For your free 15 min Probate appointment, which do you prefer?(Required)
Why did they decline? Please let us know why they are not scheduling an appointment today.
Follow Up Opportunities Can we follow up with you in the future? If so, when would you like to hear from us?
Scheduling a Guardianship and Conservatorship Appointment Would you like to set up a time to speak with a member of our staff about Guardianship and/or Conservatorship?(Required) If you are ready to get started you can schedule a 60 minute consultation for our team to go over your needs and information and start the Guardianship and Conservatorship process. This consultation is $250, due at the time of the meeting. If you choose to have Alan R. Harrison Law handle the Guardianship and Conservatorship process for you, this price will be credited to your desired services.
If you are unsure of your needs, you may schedule a Free 15 minute consultation to speak with an attorney.
You will have the chance to change your appointment later if you need to.
For your 60 min Guardianship and/or Conservatorship appointment, which do you prefer?(Required) For your free 15 min Guardianship and/or Conservatorship appointment, which do you prefer?(Required)
Why did they decline? Please let us know why they are not scheduling an appointment today.
Follow Up Opportunities Can we follow up with you in the future? If so, when would you like to hear from us?
Scheduling a Guardianship of a Minor Appointment Would you like to set up a time to speak with a member of our staff about Guardianship of a Minor?(Required) If you are ready to get started you can schedule a 60 minute consultation for our team to go over your needs and information and start the Guardianship process. This consultation is $250, due at the time of the meeting. If you choose to have Alan R. Harrison Law handle the Guardianship process for you, this price will be credited to your desired services.
If you are unsure of your needs, you may schedule a Free 15 minute consultation to speak with an attorney.
You will have the chance to change your appointment later if you need to.
For your 60 min Guardianship of a Minor appointment, which do you prefer?(Required) For your free 15 min Guardianship of a Minor appointment, which do you prefer?(Required)
Why did they decline? Please let us know why they are not scheduling an appointment today.
Follow Up Opportunities Can we follow up with you in the future? If so, when would you like to hear from us?
