Logo of Elizabeth F. Schwartz, PA. Within a bright blue-colored horizontal rectangle, it reads "elizabeth f schwartz, attorneys & mediators," and below the rectangle is a free-floating line of text which reads "a professional association."

client intake forms

Please select the form(s) that apply to your family's situation and download them to your computer.

PLEASE NOTE: Don't fill out the forms in your browser window, as most browsers will NOT allow you to save the data you entered for emailing. Instead, download the forms and open them in the appropriate program, such as Adobe Reader or Microsoft Word, before filling them out.

Once you've completed the form(s), make sure when you save to include your own name in the filename, then upload your file(s) here.

 

Surrogacy & Assisted Reproductive Technologies

Intended Parents Intake - for preparing Surrogacy or Donor Agreements. Select the respective forms for the other parties below.

Surrogacy Agreement - Information regarding the surrogate, her counsel, the IVF facility, and other parties and terms relevant to a surrogacy agreement.

Egg Donor Agreement - Information regarding the Egg Donor, her counsel, and other parties and terms relevant to an Egg Donation agreement.

Sperm Donor Agreement - Information regarding the Sperm Donor, his counsel, and other parties and terms relevant to a Sperm Donation agreement.

Egg Sharing Agreement - Two women in a relationship seeking to conceive, using the eggs of one of the women to create an embryo that gets implanted in the womb of the other, with the intention of co-parenting the resulting child(ren).

Post-surrogacy finalization of parental rights - Once a surrogate has delivered successfully, there are still a few court proceedings that you'll need in order to terminate the parental rights of the surrogate and secure your own.

Family Law

Prenuptial/Postnuptial Agreement

Petition to Change Name and/or Gender Identifier - Adult

Petition to Change Name and/or Gender Identifier - Minor child

Uncontested Divorce - When both parties agree to the divorce, have no joint assets or have already agreed on how to settle the division of those assets, and do not have minor children

Divorce or Dissolution requiring negotiation and/or litigation

Adoption

Prospective Adoptive Parent(s) - For individuals or couples looking to be matched with a baby for adoption

Birth Mother - For a birth mother looking to find a loving home for her child

Co-Parent Adoption - You and a partner or spouse are co-parenting or will be soon, but only one of you has/will have legal parental rights to your child(ren).

Adoption by a Relative - The person adopting the child(ren) is related to them by blood or marriage

Adoption of an Adult - The person being adopted is over 18 years of age.

Estate Planning

If you'd like us to prepare a will, trust, or other estate planning document.

Individual

Couple - Spouses and partners often do their estate planning at the same time, so the intake labeled "couple" will just spare you having to enter some of the same info twice.

Probate

When a loved one passes away leaving assets, a court process known as "probate" may be required to administer the estate.

Deceased had a will

Deceased did not have a will