First Bankruptcy Meeting Checklist

Cleveland Bankruptcy Attorney Logl

The Hanna Building
1422 Euclid Avenue
Suite 970
Cleveland, OHIO 44115
(216) 241-2510 • P
(815) 301-8833 • F
First Meeting Checklist
Transparent pdf logo Download the PDF

First Meeting Checklist

For your initial consultation, please bring with you the following items:

  A list of your routine monthly living expenses (e.g., rent or mortgage payments, utilities, food, clothing, car payments, insurance, etc.)
  A list of all of your assets and their approximate values.
  A credit report.
  A list of your household gross incomes.
  If you have a business, your current financial reports.
  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:
  Copies of your state and federal tax returns for the past 2 years.
  Copies of your payroll check stubs for the last 6 months.
  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).
  A list of any attorneys you have consulted within the past year.
  All life insurance policies, homeowners or renters policies, savings bonds, stock certificates.
  Copies of any leases, contracts, promissory notes, and/or financial statements you have signed/given to anybody within the last 3 years.
  If you are currently going through a divorce, or are recently divorced, a copy of all Court documents related to the divorce proceeding.
All Rights Reserved Site Map   •   Terms of Use   •   Privacy Policy © Benson Law Firm 2017
Bankruptcy Lawyers Serving Cuyahoga, Lake, Geauga, Summit, Portage, Medina and Lorain Counties