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.

• New Client Documents:

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

• Intake
• Initial Disclosures, Consumer Questions and Other Intake
  
• Documents To Supply

• Questionnaires/Worksheets:

Each of these forms should be downloaded and completed once the firm has agreed to accept the case.  The information in this questionnaire must be accurate and complete since it is used to prepare the Petition and Schedules  which are filed.  These files are in PDF format.  If you need more than one page, then download and print more.

• CASE INFORMATION
• PROPERTY LIST
• PRIORITY CREDITOR LIST
• SECURED CREDITOR LIST
• UNSECURED CREDITOR LIST
• EXECUTORY CONTRACT LIST
• COLLECTION AGENCIES

• 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

• 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:

This page was last updated: March 29, 2011