First Meeting Checklist
For your initial consultation, please bring with you the following items:
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A list of your routine monthly living expenses (e.g., rent or mortgage payments, utilities, food, clothing, car payments, insurance, etc.) |
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A list of all of your assets and their approximate values. |
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A credit report. |
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A list of your household gross incomes. |
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If you have a business, your current financial reports. |
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If anybody has filed a lawsuit against you, copies of all Court documents related to that lawsuit. |
If you decide to file, will need the following additional information:
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Copies of your state and federal tax returns for the past 2 years. |
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Copies of your payroll check stubs for the last 6 months. |
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An itemization of all payments over $200 made to creditors within the past 12 months (regardless of whether the debt is now fully paid off or if there is still an amount owed). |
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A list of any attorneys you have consulted within the past year. |
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All life insurance policies, homeowners or renters policies, savings bonds, stock certificates. |
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Copies of any leases, contracts, promissory notes, and/or financial statements you have signed/given to anybody within the last 3 years. |
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If you are currently going through a divorce, or are recently divorced, a copy of all Court documents related to the divorce proceeding. |
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