Preparation for Appointment

Preparation for Appointment

Please remember to list all items asked for in the following questionnaire. Preparing your bankruptcy paperwork properly takes a lot of time and full disclosure of pertinent information. If we work on this together, we can give you the fresh start the law intends for you to have.

In addition to the attorney fees negotiated, before filing your paperwork we must have the filing fee of $209 for a Chapter 7 and $194 for a Chapter 13. We prefer a cashier's check or money order. It will expedite the processing of your case.

1) Please fill out EVERY question on each page to the best of your ability. If you are given a choice of YES or NO on this form, please check the correct choice. We will help you if you have questions.

2) Please write clearly or type your answers. We are relying on having accurate information from you so please make sure it is legible.

3) If you need more room to answer a question, then turn over the page and list the information on the back together with the number of the question you are answering.

4) Whenever a question asks you to be prepared to give any details, gather all papers concerning the matter, including bills and collection letters, and bring them with you to your appointment along with this form.

5) Finally, please remember to bring any of the following items with you if it pertains to your case:

a) Most recent statements/ bills of all creditors (all persons to whom you owe money);
b) Deeds and mortgages on your house or other real estate;
c) Any insurance policies;
d) Any papers relating to past bankruptcies you have filed;
e) Copies of tax returns for past two years;
f)  A copy of your most recent pay stub;
g) Any other papers you have concerning any of your debts;
h) Legal papers, complaints, judgments, divorce decrees;
i)  Any lease or installment sale ( lease purchase or rent-to-own) agreements for housing (apartment, mobile home, house, duplex) or other property (cars, televisions, etc.) that you have signed and that are still in effect or not fully paid.

Please complete all questions. If you and your spouse are not living together, and there is no possibility that your spouse will file bankruptcy along with you, then you don't have to answer the questions about your spouse.

Questionnaire

1) Legal name is __________________________________. Please include any former or maiden name used ______________________________.
Spouse's name if joint filing____________________________________________.

2) Current address is ____________________________________________________.
Spouse's address______________________________________________________.

3) Primary language is _______________________.

4) Social Security Number _______________________. Please bring your card to your appointment for verification.
Spouse's Social Security Number _______________.

5) Have you previously filed bankruptcy in the last six years? Yes ____ No ______.
If you answered yes please have your case number and any paperwork you received.

6) Do you own or have any interest whatsoever in any land or buildings? Yes _____ No _____.
If you answered yes please bring your most recent property tax statement.
Are you renting? Yes ______ No _______.

7) Have you made any transfers of any property or given any property away in the last one year period valued over $600? Yes _______ No ______.
If yes, what did you transfer, to whom, when, and what did you receive in exchange? ___________________________________________________________________ ___________________________________________________________________.

8) Does anyone hold any property belonging to you? Yes ______ No _______.
If yes, who holds the property and what is it and what is it's value?_________________________________________________________________.

9) Have you borrowed any money from relatives or in-laws in the last year? Yes _____ No _______.

10) Do you have a claim against anyone or are you a plaintiff in any lawsuit? Yes ______ No _______.

11) Any lawsuits pending against you? Yes ______ No ______.
If yes, please bring all necessary paperwork with case number and name of case.

12) Are you entitled to any life insurance benefits or expect to receive any inheritance? Yes _______ No _________.

13) Does anyone owe you money? Yes ________ No _______.

14) Do you owe any taxes? Yes _____ No _____.
Do you expect a refund? Yes ___ No ___.

15) Do you have any bank accounts? Yes ______ No _______.
Checking _______________
Savings___________________.

16) Any stocks, bonds, CD's, or safe deposit box? Yes ______ No _________.

17) Do you own an automobile? Yes _________ No _____________.
(1) Year, make and value _____________________________________________
How much do you owe on it? __________________________________________
(2) Year, make and value _____________________________________________
How much do you owe on it? __________________________________________
(3) Year, make and value _____________________________________________
How much do you owe on it? __________________________________________

18) Do you own any cash-in value life insurance policies? Yes ______ No ________.

19) Have you operated any business during the last six years? Yes _____ No _____.
If yes, is it still operating and who are the primary owners?______________________ _____________________________________________________________________.
What type of business is it: _______________________________________________.
Assumed business name _________________________________________________.

20) Have you had any accounts garnished or seized during the last 90 days? Yes _______ No _____.

21) Any property repossessed or returned? Yes _____ No ______.
Describe______________________________________________________________.