Preparación / Preparation · 7/30/2026

This guide is for general informational purposes only and does not constitute legal advice. Relevant documents will vary depending on the type of matter. Gathering the right documentation before your legal consultation helps you make better use of the available time and allows the attorney to evaluate your situation more accurately. **Identification documents** - Government-issued photo ID (driver's license, passport, identification card) - Social Security card (do not bring it to the meeting, note only the number if necessary) **Civil and commercial matters** - Relevant contracts and agreements - Written or electronic correspondence about the matter - Invoices, receipts, or account statements - Photographs or documentary evidence - Notices or demand letters **Real estate matters** - Property deed - Recent registry certification - Survey plans (if available) - Lease or purchase agreements - Correspondence with parties involved **Corporate matters** - Incorporation or formation documents - Operating or shareholder agreement - Basic financial statements - Active commercial contracts **Veterans matters** - DD-214 (Certificate of Release/Discharge) - VA medical record or relevant private medical records - Prior VA decisions or notifications - Service record and active duty service conditions **Important note:** Do not send documents through web forms or unencrypted email before the firm has confirmed representation. Bring physical copies to your consultation. *This information is for general informational purposes only and does not constitute legal advice.*

What Documents to Organize Before Speaking With Counsel