Extended Bankruptcy Consultation Form

If the interactive form does not appear below, you can use a standard pdf version of our Bankruptcy Consultation Form.

Please fill out this extended interactive form at your convenience. We designed it to add or remove inapplicable or irrelevant questions based on input as you complete it. You will be able to fill out the form in sections, leaving and resuming on the page you left on when you return using the same device.

After submitting the free Extended Bankruptcy Consultation Form, you will receive an email confirming all of your input. Please let us know about any errors or corrections needed in your responses if you discover any in that email.

  • Contact and General Information
  • Household Income
  • Household Expenses
  • Your Assets
  • Your Debts
  • Review customized Required Documents list

Contact and General Information

This is an attempt to eliminate debt and any information obtained will be used for that purpose…if you would like our help with that sort of thing.  😉

Household Income

Please tell us a little more about the other household income sources indicated:

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Household Expenses

Please enter your rough estimates of the following expenses for an average month. It might help to think of your weekly or annual expenses in some areas and then convert them to monthly figures.

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How much do you spend in an average month?

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Transportation

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Insurance Expenses for the Household

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Please enter the average monthly cost by type:

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Real Property

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Vehicles

Primary Vehicle

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Second Vehicle

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Third Vehicle

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If there are more than three vehicles in your household, that’s okay. We will go over the others during your consultation.

Household Items

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Financial Assets

Money or Property Owed to You

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Your Debts

We will acquire your credit reports for more specific information later, but please provide just a rough overview of your debts with a general estimate of how much you allegedly owe by type.

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Please enter the name and last known address for the recipient of the family support you owe:

Your Customized Required Documents List

From the information you provided in this form, it appears that we will need copies of the following documents from you prior to filing any bankruptcy case (we will also email this list to you with instructions for collecting them and submitting them):

  • Driver’s license (or other state-issued photo identification)
  • Social Security card (or W-2 or 1099 with your Social Security Number clearly visible)
  • Two most recent state and federal income tax returns (with all statements and schedules attached).
  • Verification of all household income for the previous six months:
    • Employment pay stubs
    • Employment pay stubs for your spouse (whether filing for bankruptcy individually or jointly)
    • Monthly Profit & Loss statements for your business
    • Unemployment benefit determination letter or payment history
    • Family Support Order
    • Public assistance benefit determination notice or verification letter
    • Worker’s Compensation determination or verification letter
  • Most recent statements for all mortgages and/or real property liens
  • Most recent vehicle payment statement showing the monthly payment amount and balance owed
  • Car Insurance Declarations Page, which you can get from your car insurance provider (NOT the Certificate of Insurance normally carried in your car or wallet)
  • Most recent statements for your 401k accounts, IRAs, stock holdings, mutual funds, or other investment accounts
  • Residential Lease Agreement
  • While we always acquire credit reports for our clients prior to filing a bankruptcy case, we do still recommend submitting your most recent statement from each of your known creditors.