Initial Consult Information

As each case is specific to each individual, it will be necessary to have some of your personal information to review during the initial consultation. Please bring the following items with you when you come for your initial consultation:

1. Most recent year's federal tax return
2. One month's pay stubs or pay advices
3. List of any persons or companies to whom you owe money and the amount owed*
4. The amount, if any, you are behind in payments to your mortgage company or auto lender*
5. List of your monthly expenses (a form is provided for this purpose)*

* A form can be downloaded to assist you in gathering this information

You will also receive at the initial consultation all notices required by the new bankruptcy code along with any materials you might need should you decide to file a bankruptcy case.

Please note that there is no obligation to proceed with a bankruptcy case or to hire this firm to represent you should you decide to do so after the initial consultation. In the event that you do decide to file, you will set up a second consultation which will allow us to review the complete information required to file your case and to further educate you on the processes involved. It is important for you to understand everything you can about your case and to learn as much as possible to help you avoid any future financial distress.


Initial Consult Worksheet - Complete online then print to bring with you to
your initial consultation (in .pdf format).

Initial Consult Worksheet - Print out and then fill in (in .pdf format).