Self Intake

Alan R. Harrison Law

Your Contact Information

Name(Required)

First Last

Phone(Required)

What can we help you?(Required)

What is the reason for your call? Please use this area to let us know what we can do to help you.

What type of services can we help you with?(Required)

Estate Planning (wills, trusts, powers of attorney)

Guardianship and Conservatorship

Probate

General Consultation

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.)

Yes

No

Requesting 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.

If you wish for a member of our staff to reach out, please enter your email address.

We are only licensed to practice law in Idaho.

If you believe we can help you, please let us know how in the comment section above and leave your email so we may contact you.

If you wish for a member of our staff to reach out, please enter your email address.

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)

Minor (guardianship only while the child is under 18)

Developmental Disabilities or Incapacity (guardianship after they are an adult, but may currently be under 18)

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

Date of Death

What state did they die in?

Marital Status at the Time of Death(Required)

Did the Deceased Person have a will or trust?(Required)

Yes - Will

Yes - Trust

No

Unknown

Did the deceased person have any minor children or were they anyone's legal guardian?(Required)

Yes

No

Unknown

Did the deceased person own property?(Required)

Yes

No

Unknown

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)

Single

Married

Divorced

Widowed

Do you have children under the age of 18?(Required)

Yes

No

Do you have one or more children with a disability?(Required)

Yes

No

Unsure

Do you have an existing will or trust?

Yes - Will

Yes - Trust

No

Unknown

Do you have existing powers of attorney?

Yes

No

Unknown

Guardian and Conservator Details

Tell a little bit about your loved one so we can understand how we may best help.

Do you wish to become the named Guardian?(Required)

Yes

No

Name of Proposed Guardian

If you are not the person who would like to become guardian, please list the name of the proposed guardian here.

First Last

Will there be anyone listed as a Co-Guardian?(Required)

This person is a guardian at the same time as the the first guardian listed and has the same rights an responsibilities. They must also go through the same process and training to become a guardian.

Yes

No

Do you want to list an Alternate Guardian?(Required)

This person will need to go through the same process and training as the guardian and co-guardian, but does not act as guardian until the other named guardians are unable to act.

Yes

No

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)

Already over 18

Is 17 years old now

Under 17

What Idaho county does your loved one live in, or will live in?

If they are currently in a facility or program that is not their permanent residence, please indicate the county they typically live in, or will live in.

Abilities - Please tell us a little bit about your loved one.(Required)

	Always	Frequently	Sometimes	Rarely	NEver
They are capable of communicating desires (verbally, through technology, or other methods).
They are willing participant in treatment.
They are willing to ask for and seek guidance and counsel.
They are able to extend empathy and sympathy to others.
They are belligerent and/or defiant.
They are a danger to self.
They are a danger to others.
They are a follower: easily taken advantage of.
They exhibit cycling behavior. (good days and hard days)
They have difficulty following through with a plan.
They have little or no impulse control.

What is your loved one's diagnosis and/or disability?

Does your loved one receive care or services outside of Idaho?

This could be medical care, or other types of services that require you to act on their behalf outside of Idaho.

Does your loved one have a job now, or will they likely have a job in the future?

Yes

No

Unsure

List 2-5 things your loved one does well. (These could be strengths, and can include skills, talents, and personality traits.)

What specific challenges does your loved one face?

Is your loved one able (and willing) to participate in the creation of a plan for their future? If not, explain why.

Tell us something important about your loved one that wasn't asked.

What is your primary goal in contacting our office?

Do you have any concerns or specific topics that we need to address in your guardianship planning meeting?

About the Minor Child Needing Guardianship

Your Relationship to the Minor Child(Required)

What Idaho county do you live in and what county does the minor child live in, if different?

Reason Guardianship is Needed and Other Comments

Scheduling an Estate Planning Appointment

After you select "Submit" you will be transferred to our calendar to schedule an 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.

YES! - I would like a 60 min paid consultation to start creating my estate plan.

YES! - I would like a 15 minute free consultation to discuss my Estate Planning options.

For your 60 min Estate Planning appointment, which do you prefer?(Required)

In Office Meeting

Zoom Call

For your free 15 min Estate Planning appointment, which do you prefer?(Required)

Phone Call

Zoom Call

In Office Meeting

Email to Send Estate Planning Information(Required)

This email address will be used to send further information about your appointment.

Scheduling a Probate Appointment

After you select "Submit" you will be transferred to our calendar to schedule an 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.

YES! - I would like a 60 min paid consultation to start the Probate process.

YES! - I would like a 15 minute free consultation to discuss Probate options.

For your 60 min Probate appointment, which do you prefer?(Required)

In Office Meeting

Zoom Call

For your free 15 min Probate appointment, which do you prefer?(Required)

Phone Call

Zoom Call

In Office Meeting

Email to Send Probate Meeting Information(Required)

This email address will be used to send further information about your appointment.

Scheduling a Guardianship and Conservatorship Appointment

After you select "Submit" you will be transferred to our calendar to schedule an 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.

YES! - I would like a 60 min paid consultation to start the guardianship process.

YES! - I would like a 15 minute free consultation to discuss guardianship options.

For your 60 min Guardianship and/or Conservatorship appointment, which do you prefer?(Required)

In Office Meeting

Zoom Call

For your free 15 min Guardianship and/or Conservatorship appointment, which do you prefer?(Required)

Phone Call

Zoom Call

In Office Meeting

Email to Send Guardianship/Conservatorship Meeting Information(Required)

This email address will be used to send further information about your appointment.

Scheduling a Guardianship of a Minor Appointment

After you select "Submit" you will be transferred to our calendar to schedule an 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.

YES! - I would like a 60 min paid consultation to start the Guardianship process.

YES! - I would like a 15 minute free consultation to discuss Guardianship options.

For your 60 min Guardianship of a Minor appointment, which do you prefer?(Required)

In Office Meeting

Zoom Call

For your free 15 min Guardianship of a Minor appointment, which do you prefer?(Required)

Phone Call

Zoom Call

In Office Meeting

Email to Send Guardianship of a Minor Meeting Information(Required)

This email address will be used to send further information about your appointment.

Guardianship/Conservatorship Intake for Free Consultation

Guardianship/Conservatorship Intake

Estate Planning 60-minute Consultation

Guardianship/Conservatorship Intake for Planning Meeting

Ask Alan - Video Request

Alan R. Harrison Website Intake

Your Contact Information

Requesting a General Consultation Appointment

We are only licensed to practice law in Idaho.

Thank you for choosing Alan R. Harrison Law for your Guardianship and Conservatorship needs.

Thank you for Choosing Alan R. Harrison Law for your Probate needs.

About the Deceased Person

Thank your for choosing Alan R. Harrison Law for your Estate Planning needs.

Guardian and Conservator Details

About the Person Needing Guardianship and/or Conservatorship

About the Minor Child Needing Guardianship

Scheduling an Estate Planning Appointment

Scheduling a Probate Appointment

Scheduling a Guardianship and Conservatorship Appointment

Scheduling a Guardianship of a Minor Appointment

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Your Contact Information

Requesting a General Consultation Appointment

We are only licensed to practice law in Idaho.

Thank you for choosing Alan R. Harrison Law for your Guardianship and Conservatorship needs.

Thank you for Choosing Alan R. Harrison Law for your Probate needs.

About the Deceased Person

Thank your for choosing Alan R. Harrison Law for your Estate Planning needs.

Guardian and Conservator Details

About the Person Needing Guardianship and/or Conservatorship

About the Minor Child Needing Guardianship

Scheduling an Estate Planning Appointment

Scheduling a Probate Appointment

Scheduling a Guardianship and Conservatorship Appointment

Scheduling a Guardianship of a Minor Appointment

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Change Your General Consultation Appointment

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All Other

We are only licensed to practice law in Idaho.

Thank you for choosing Alan R. Harrison Law for your Guardianship and Conservatorship needs.

Thank you for Choosing Alan R. Harrison Law for your Probate needs.

About the Deceased Person

Thank your for choosing Alan R. Harrison Law for your Estate Planning needs.

About the Person Needing Guardianship and/or Conservatorship

About the Minor Child Needing Guardianship

Scheduling an Estate Planning Appointment

Changing Your Estate Planning Appointment

Changing Your Guardianship Appointment

Changing Your Probate Appointment

Scheduling a Probate Appointment

Scheduling a Guardianship and Conservatorship Appointment

Scheduling a Guardianship of a Minor Appointment

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