for Download

Bring Completed Questionnaire to my office for Free Consultation

Before I can properly consult with you I must learn about all of your debts, property, income, expenses and recent financial history to properly advise you regarding whether Bankruptcy is right for your and, if so, which Chapter is best for your particular situation. If you have operated a business over the past several years, I must also learn about the business. Please fill out the form as best you can, it will save both of us time in the long run.

Download the Client Questionnaire.  The Questionnaire Form contains information I need to properly evaluate your case. Please download the form by clicking one of the following icons:

Fill Out the Form & Bring to Your  Interview.  You will need to spend between 10 and 30 minutes to complete the form. Please complete it with as much detail as possible and bring it with you to your first meeting. You will save time and get more out of your consultation by filling out the form before coming to our office. You may wish to visit the Required Documents page to see what other documents will be useful to me, your lawyer when evaluating your financial situation.

Please provide as much information as possible. You should be able to fill out most of the information from memory, except perhaps for the list of creditors. At the first meeting, we do not need precise details concerning creditor addresses, account numbers or the exact amounts owed. A list of the name and approximate amount owed to each creditor will suffice.

The income and expense forms should state your average monthly income and expenses. Try to provide a copy of your most recent pay stubs. I  do not need backup documentation of your living expenses. Do not worry about making exact calculations of your expenses. It is normally sufficient to provide an estimate from memory of your average monthly living expenses.

The property list should contain all major items of property. I need to know about your assets determine whether you will be entitled to keep the property if you file for bankruptcy. I will better analyze your case if you disclose all major items of property, and give us a garage sale value for each item. Don't forget to list any income tax refunds or lawsuits you may have (expecting money).

Do not delay your meeting if you can not provide all of the requested information. You could do more harm by waiting. Please call if you are not sure whether to delay your consultation because you can not provide all of the requested information or documents.