List of Documents

Documents and things you’ll need in order to get good advice at your first initial consultation. (Don’t worry if you don’t have everything)

  1. Tax returns for the past 2 years
  2. Pay stubs for the past six months or other proof of income such as unemployment
  3. Proof of other types of income such as rental income, child suppport, alimony,
  4. If you are self employed then I’ll need profit and loss for the last six months
  5. Recent statements from creditors or an approximation of how much you owe in unsecured credit card debt
  6. A recent statement from any retirement accounts including 401 and IRA accounts
  7. If you have filed for bankruptcy before I will need the location and case number as well as the year that you filed
  8. Copies of any wage garnishments or 1099’s you’ve received for deficiency judgments
  9. Bank Statements for the last 2 months
  10. Any outstanding loan document such as financing on a car, home mortgages, or any other secured debt

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