Client Forms

DOWNLOADS FOR CLIENTS

I have gathered various documents here for my clients and potential clients to download.

If you desire forms in Microsoft Office or Wordperfect format, please use the form below to make a request.  If you do not have software that will read PDF documents click here to get the most recent Adobe reader for free.  If you do not have software to read spead-sheets or word-processor documents(Like Microsoft Excel and Word) you can download Apache OpenOffice for free to both read and work with such documents here.

  • New Client Documents:

The following documents should be downloaded and completed prior to an initial consultation.   These two  files are in PDF  format and may be printed out and completed.

This form is a combined form and initial intake and disclosures  and may be completed on your computer and printed:

The following is a list of documents which you need to assemble and bring to the initial consultation:

  • Questionnaires/Worksheets:

All Clients of the Law Offices of Patrick M. Hunter must complete the on-line questionnaire.   These forms can be downloaded to show you what information you need, or to make personal notes prior to doing the on-line questionnaire.  For the On line questionnaire click here.

  • Post Discharge Credit Reporting Letter

Here is sample letters for our clients to send to the credit reporting bureaus, notifying them of the discharge in bankruptcy and requesting specific actions pursuant to their credit record.   There is a page of instructions for the use of the letter included.

Credit Reporting Letter

 

  • Yearly Family Budget

This document is very helpful for families to set up a budget on an annual basis and keep their budget.  It is in Microsoft Excel format.    I recommend that all of my clients – but especially my Chapter 13 clients, download this form.  Save it.  The open it and plan your budget out for the following year.  Save the work with a new name, and use it year to year.  Staying within a budget is the best way to avoid a bankruptcy in the future.  Sharing the budget with your children is also helpful to teach them about budgeting.

Annual-family-budget

If you need a speadsheet program you can get one free at Apache Open Office, this is a full office suite with speadsheets, wordprocessor, data base, draw program and power point program.  Click on the Open Office  to download Apache Open Office.openofficeLogo

 

 

 

  • Monthly Profit and Loss.

For Chapter 13 business clients.  This must be provided to the Chapter 13 Trustee each month until confirmation of the plan.

PDF Profit and Loss Excel Profit and Loss

 

  • Requesting Forms in Other Electronic Formats.

Some of the above forms are available in Microsoft Word, Wordperfect, Microsoft Excel, or Quatro-Pro formats.   If you want the files in electronic format, please request them by email here:

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IntakeInitial Consumer IntakeDocuments to BringCase InformationProperty ListPriority Creditor ListSecured Creditor ListUnsecured Creditor ListExecutory Contract List

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This page was last updated: July 19, 2016