Ready-to-Use Document Bundles
Professionally formatted checklists, intake forms, strategy tools, and compliance kits — bilingual, ready to use on day one.
Important Legal Disclaimer — Please Read Before Purchasing
All products sold in this shop are general educational and practice-support tools only. They do not constitute legal advice, legal counsel, or legal representation of any kind. Ethos Immigration Academy is not a law firm and is not engaged in the practice of law. Nothing in these materials creates an attorney-client relationship. The information and documents provided are intended solely to support the organizational and administrative work of non-attorney immigration professionals operating within their authorized scope of practice. Every immigration case is unique — purchasers are solely responsible for determining the appropriateness of any document or tool for a specific client matter. When in doubt, refer to a licensed immigration attorney.
Every bundle includes
Praxis
The AI Assistant Suite for Non-Attorney Practitioners
Seven specialized Oracles built for document preparers and consultants — from intake and drafting to RFE translation and weekly regulatory briefings. Compliance-first, from the ground up.
The Everything Vault
Complete Ethos Library
The complete Ethos library. All 44 products including every checklist (English + Spanish), every intake form, every strategy tool, every flowchart, contracts, cover letter library, and the full Compliance Toolkit.
Individual Bundles
Pick What Your Practice Needs
Each bundle is a focused toolkit. Buy one or stack several to build out your practice.
Family AOS Checklists Bundle
English + Spanish
Complete bilingual checklist set for every family-based Adjustment of Status scenario. 8 professionally formatted checklists covering all relationship categories, ready to use with your AOS clients.
What's included:
- Family Petition AOS — All Relationships Checklist
- Family Petition AOS — Parent or Child Checklist
- Family Petition AOS — Siblings Checklist
- Family Petition AOS — Spouse Checklist
- Peticion Familiar AOS — Todas las Relaciones
- Peticion Familiar AOS — Conyuge
- Peticion Familiar AOS — Padre o Hijo
- Peticion Familiar AOS — Hermanos
Consular Processing Checklists Bundle
English + Spanish
Bilingual CP checklist set for family-based consular processing cases. 6 checklists covering spouse, parent/child, and sibling categories.
What's included:
- Family Petition CP — Parent or Child Checklist
- Family Petition CP — Siblings Checklist
- Family Petition CP — Spouse Checklist
- Peticion Familiar CP — Conyuge
- Peticion Familiar CP — Padre o Hijo
- Peticion Familiar CP — Hermanos
Naturalization Checklists Bundle
English + Spanish
Bilingual checklist set for N-400 naturalization and N-600 certificate of citizenship cases. 4 checklists covering both core naturalization filings.
What's included:
- N-400 Application for Naturalization Checklist
- N-600 Certificate of Citizenship Checklist
- N-400 Solicitud de Naturalizacion
- N-600 Certificado de Ciudadania
Green Card Maintenance Checklists Bundle
English + Spanish
Bilingual checklist set for green card maintenance filings. Covers I-751 removal of conditions and I-90 renewal/replacement.
What's included:
- I-751 Remove Conditions Checklist
- I-90 Renew/Replace Green Card Checklist
- I-751 Remover Condiciones
- I-90 Renovar/Reemplazar Green Card
All Client Intake Forms Bundle
Complete Library
Complete intake form library covering every major case type. 12 professionally formatted intake forms including risk assessment and consultant notes templates.
What's included:
- DS-11 Client Intake Form
- Ethos Intake Risk Assessment
- FULL Green Card / LPR Intake Form — English
- Green Card / LPR Intake Form — English (short version)
- Green Card — Consultant Notes
- I-751 Client Intake Form
- I-821 Client Intake Form
- I-821D Client Intake Form
- I-90 Client Intake Form
- N-400 Client Intake Form
- N-600 Client Intake Form
- Paquete de Admision Tarjeta Verde — Espanol
AOS Strategy Tools Bundle
Decision-Support Tools
Decision-support tools for adjustment of status eligibility analysis. 4 strategic guides to help screen cases, identify red flags, and explain options to clients.
What's included:
- Adjustment of Status Eligibility Guide
- Adjustment of Status Eligibility Guide — Quick Reference Tool
- Adjustment of Status: Immediate Relatives vs Preference Categories
- Adjustment of Status Inadmissibility Red Flag Guide
Risk & Compliance Bundle
Practice Protection Tools
Risk screening and compliance tools to protect your practice. Covers inadmissibility, unlawful presence bars, removal order risk, and the full Ethos Compliance Toolkit.
What's included:
- Ethos Intake Risk Assessment
- Adjustment of Status Inadmissibility Red Flag Guide
- Unlawful Presence 3-Year and 10-Year Bar Flowchart
- Removal Order Risk Assessment Flowchart
- Ethos Immigration Consultant Professional Screening Compliance Toolkit
Family AOS Practice Bundle
English + Spanish
Everything you need to confidently manage Family-Based Adjustment of Status cases from intake to approval.
What's included:
- All 8 Family AOS Checklists (English + Spanish)
- FULL Green Card / LPR Intake Form - English
- Green Card / LPR Intake Form - English
- Green Card - Consultant Notes
- Paquete de Admision Tarjeta Verde - Espanol
- Adjustment of Status Eligibility Guide
- Adjustment of Status Eligibility Guide - Quick Reference Tool
- Adjustment of Status: Immediate Relatives vs Preference Categories
- Adjustment of Status Inadmissibility Red Flag Guide
CA Consultant Practice Starter
California Practitioners
Foundation toolkit for California immigration consultants. Bilingual service contract template, USCIS cover letter library, and the Ethos Compliance Toolkit. The essentials for legitimizing and protecting a CA consultant practice.
Legal Disclaimer & Terms of Use
No Legal Advice. All digital products, documents, checklists, forms, guides, flowcharts, toolkits, and any other materials sold or distributed by Ethos Immigration Academy are provided for general informational and educational purposes only. Nothing in these materials constitutes legal advice, legal counsel, legal representation, or the practice of law in any jurisdiction. No attorney-client relationship is created by the purchase, download, or use of any Ethos product.
Not a Law Firm. Ethos Immigration Academy is not a law firm and none of its instructors, staff, or contributors are acting in the capacity of an attorney with respect to these materials. These products are designed to support the organizational, administrative, and educational needs of non-attorney immigration professionals — such as accredited representatives, immigration consultants, and document preparers — operating lawfully within their authorized and defined scope of practice.
User Responsibility.Purchasers and users of these materials assume full and sole responsibility for determining whether any document, checklist, template, or tool is appropriate for a specific client situation, jurisdiction, or filing. Immigration law is complex and fact-specific. Ethos makes no representation or warranty — express or implied — that any product is suitable, complete, current, or accurate for any particular use. Laws, USCIS policies, and form versions change frequently. It is the user's responsibility to verify all current requirements before use.
When in Doubt, Refer. Users of these materials are expected to know the limits of their own authorized scope of practice. Whenever a client matter involves legal complexity, risk, or issues beyond your scope, you must refer the client to a licensed immigration attorney. These tools do not replace professional legal judgment.
License & Restrictions. All Ethos digital products are licensed for single-user, single-practice use only. Redistribution, resale, sublicensing, sharing, or transfer to any third party — in whole or in part — is strictly prohibited. Violation of these license terms may result in legal action.
State Restrictions. Immigration consultants and document preparers are prohibited by law in the following states: Texas, Washington, Oregon, and Colorado. If you are located in or serving clients in one of these states, it is your responsibility to understand and comply with applicable law before using these materials in a professional capacity.
By purchasing any product from this shop, you acknowledge that you have read, understood, and agree to these terms. If you do not agree, do not complete your purchase.
