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Attorney Intake Form: Purchasing, Leasing Or Selling A Home - Litigation


Sometimes a real estate transaction goes sour, and the parties wind up in court. A realtor may have failed to provide the service you wanted. You may feel that the realtor was more interested in profit than in your needs, or was trying to represent both you and the other party in a way that led to unfairness. The realtor may have mishandled your money, or refused to return earnest money. The other party may have made misrepresentations or refused to close.

A lawyer can often help by explaining your options or by writing letters. If the problem is serious enough, a lawyer can also help you sue to protect your rights. In order to do the best possible job on your behalf, your attorney needs your input and cooperation. At your first meeting with your attorney to discuss litigation, you should be prepared to provide the following information:

INFORMATION ABOUT YOU

Name: ______________________________________________________________

Address, Including County:

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

Your Work Telephone Numbers: __________________ __________________

Your Home Telephone Numbers: __________________ _________________

Facsimile Number: __________________

E-mail Address: __________________

Web page (if any): __________________

Former Name(s): ___________________

___________________

Your Employer: ______________________________

Your Position: ______________________________

Other litigation you have been involved in:

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

Other litigation you are involved in:

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

INFORMATION ABOUT THE OTHER PARTY

Name: ______________________________________________________________

Is your opponent a business? ________________________________________

Form of Your Opponent's Business (corporation, partnership, sole proprietorship, etc.):

________________________________________

Place of Doing Business: _______________________________________________

Is your opponent a realtor?_____________________________________________

If your opponent is not a realtor, what do they do?

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

Address, Including County:

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

Length of Time at that Address: _______ years

Work Telephone Numbers: __________________ ____________________

Home Telephone Numbers: __________________ ____________________

Facsimile Number: __________________

E-mail Address: __________________

Web page (if any): __________________

Former Name(s):

Related Business(es)

Your Contact Person at the Opponent: ______________________________

Are you aware of any litigation you opponent has been involved in?

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

WHY YOU ARE SEEKING LEGAL HELP

Describe the problem that occurred:

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Have you already purchased or sold the property at issue? ________________

If so, how did you pay for it? _______________________________

Are you still making payments? _____________________________

If not, what stage are negotiations at? Pre-closing? Offer made?

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

What has the problem cost you (e.g., additional financing needed, lost earnest money, cost of additional surveys, etc.)? Describe all expenditures and losses:

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

How much have you lost or expended? $_______________________________

How much have you budgeted for if you have to sue? $____________________

Are there written documents which relate to any agreements you have with your opponent? Listing agreements, purchase or escrow agreements, real estate agency agreements, or the like? Please describe:

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Is there correspondence between you and your opponent? ____________________

Are you aware of any claims your opponent may have against you? If so, please explain them. ___________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

What outcome do you want from seeing the lawyer? Do you want to force the sale to take place, for example, or do you only need to recover money? ________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Has your opponent sued you? If so, explain, and attach all relevant documents:

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

 

You Don’t Have To Solve This on Your Own – Get a Lawyer’s Help

Meeting with a lawyer can help you understand your options and how to best protect your rights. Visit our attorney directory to find a lawyer near you who can help.

Or contact an attorney near you:

Next Steps

Contact a qualified real estate attorney in your area.

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