QUESTIONAIRE FOR FORMATION OF CALIFORNIA PARTNERSHIP

 INSTRUCTIONS
  • Download, fill out, and print the questionare and attorney fee agreement below.
  • Attach relevant documents.
  • Fax or mail the questionare, agreement, and other documents to our office.
  • If you don't have an account with us, send us a check, give us your credit card number below, or call us with your credit card number after you have sent us the documents.
  • After we have received the documents and your payment, we will take it from there and will call you if we need anything more from you.
 
 If you have questions or would like us to fax or mail you a questionare, give us a call at (562) 596-8177, send us a fax at (562) 596-0298, E-mail us at KinseyE@ix.netcom.com.
PARTHERSHIP QUESTIONARE
 ATTORNEY FEE AGREEMENT
 PAYMENT OPTIONS


PARTNERSHIP QUESTIONIARE

SECTION 1
CLIENT INFORMATION

 NAME & ADDRESS
 NAME/ADDRESS:
 _____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
 HOME PHONE:  (_____) _____ - __________
 BUSINESS PHONE:  (_____) _____ - __________
 FAX:  (_____) _____ - __________
 E-MAIL:  ________________________

SECTION 2
ADDITIONAL PARTNERS
(Add sheets if necessary)

 PARTNER # 1
 NAME/ADDRESS:
 _____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
 HOME PHONE:  (_____) _____ - __________
 BUSINESS PHONE:  (_____) _____ - __________
 FAX:  (_____) _____ - __________
 E-MAIL:  ________________________

 PARTNER # 2
 NAME/ADDRESS:
 _____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
 HOME PHONE:  (_____) _____ - __________
 BUSINESS PHONE:  (_____) _____ - __________
 FAX:  (_____) _____ - __________
 E-MAIL:  ________________________

 PARTNER # 3
 NAME/ADDRESS:
 _____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
 HOME PHONE:  (_____) _____ - __________
 BUSINESS PHONE:  (_____) _____ - __________
 FAX:  (_____) _____ - __________
 E-MAIL:  ________________________

 SECTION 3
PARTNERSHIP NAME / FICTITIOUS NAME
 
 A. PARTNERSHIP NAME:
    ___________________________________________________________
 
 B. WILL THE PARTNERSHIP DO BUSINESS UNDER A FICTITIOUS NAME?
 If Yes, Specify Name: ____________________________________________

SECTION 4
PRINCIPAL PLACE OF BUSINESS
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________

SECTION 5
ACCOUNTING INFORMATION

 ACCOUNTING METHOD

(Specify cash or accrual):

 _________________________________________

 ACCOUNTING PERIOD:

(From 1/1 to 12/31?)

 _________________________________________
 ACCOUNTANT:
_________________________________________
_________________________________________
_________________________________________

Phone: (____) ______ - __________

NOTE: OUR OFFICE WILL CONTACT YOU FOR FURTHER INFORMATION CONCERNING RIGHTS, DUTIES, AND OBLITATIONS OF THE PARTNERS.


 ATTORNEY FEE AGREEMENT
 
_________________________________hereinafter referred to as "CLIENT," agrees to pay KINSEY LAW OFFICES, hereinafter referred to as "ATTORNEYS," the sums specified below for the following services:
Choose Level Of Service:
 
Initials: ___ ATTORNEY ASSISTED PARTNERSHIP($300)
Initials: ___ FULL REPRESENTATION ($1,000 FLAT FEE)
 
 
ATTORNEY ASSISTED PARTNERSHIP OPTION
 
ATTORNEY ASSISTED PARTNERSHIP OPTION: ($300.00) Immediately upon execution of this Agreement, Client shall pay to Attorneys a NONREFUNDABLE fee in the amount specified in this Paragraph. In consideration of the payment of this fee, Attorneys shall prepare for client one first draft of a partnership agreement.
 
In addition, Attorneys shall provide Client with ONE HOUR of attorney time to assist Client in making changes to the initial draft. Additional time shall be billed to client in advance at $225.00 per hour (with a 1 hour minimum).
 
 
FULL REPRESENTATION OPTION
 

1. FLAT FEE: ($1,000) Immediately upon execution of this Agreement, Client shall pay to Attorneys a flat fee in the amount specified in this Paragraph. In consideration of the payment of this fee, Attorneys shall negotiate and draft a partnership agreement.
 
2. EXCLUSIONS: Attorneys shall not be responsible for the preparation of any documents other than those described above and shall not represent the corporation or any of it's shareholders, officers, or directors after the formation of the partnership.
 
3. EFFECTIVE DATE: This agreement will not take effect and Attorneys shall have no obligation to provide legal services until Client both 1) returns to Attorneys a signed copy of this agreement and, 2) makes the entire advance payment specified in Paragraph 6 herein.
 
EXECUTED at Seal Beach, California.
_________________________ DATED: ____________
CLIENT
 
_________________________ DATED: ____________
ATTORNEY

 PAYMENT OPTIONS
 CREDIT CARD
- VISA, MASTERCARD,
AMERICAN EXPRESS-
  • Bring your card to the office or;
  • Include your credit card information below;
  • Call us with the information.
CHECK,
MONEY ORDER
Mail you check or money order with your questionare and attorney fee agreement.
   

CREDIT CARD INFORMATION
 CARD TYPE:  __________________________________________
 CARD NUMBER:  __________________________________________
 EXACT NAME ON CARD:  __________________________________________
 CARD NUMBER:  __________________________________________
 EXPIRATION DATE:  __________________________________________
 BILLING ADDRESS FOR THIS CARD:
 __________________________________________
 __________________________________________
 __________________________________________
 __________________________________________
   


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