What information should I bring to my first appointment?

We have a Client Questionnaire which we like for you to fill out at the initial meeting. We will need your recent pay stubs along with income tax returns from the past two years, as well as a copy of your driver’s license/social security card. While it is not essential for you to bring all of these things to the first appointment, the more information you bring, the better advice I can give you.

Before the case can be filed, there may be some other documents I will need to see, such things include: All of the bills you owe, even the ones you wish to pay (including student loans). We will often need the following items:

  • Mailing address, account number and amount you owe for each of your creditors
  • Copies of recent paystubs or other income information
  • Copies of the last two years of income tax returns, including w2s
  • Six months of recent bank statements
  • Copy of all vehicle/mobile home titles
  • Copy of all judgments/lawsuits pending or closed in the past year
  • Copy of recorded mortgage
  • Declaration page of insurance on house and vehicle