Initial Consultation Worksheet

Real Property
Do you Own or Rent?*

OwnRent
Monthly Rent Payment
Current Home Value
1st Mortgage - Total Payoff Amount
1st Mortgage - Monthly Payment
1st Mortgage - Delinquency Amount
2nd Mortgage - Total Payoff Amount
2nd Mortgage - Monthly Payment
2nd Mortgage - Delinquency Amount
Do you have a second home, vacation home, or land that you want to keep?

YesNo

Assets
Auto #1 - Year/Make/Model/Miles
Auto #1 - Lender
Auto #1 - Value (use kbb.com -> private seller value)
Auto #1 - Loan Payoff Amount
Auto #1 - Monthly Payment
Auto #1 - Delinquency Amount
Auto #2 - Year/Make/Model/Miles
Auto #2 - Lender
Auto #2 - Value (use kbb.com -> private seller value)
Auto #2 - Loan Payoff Amount
Auto #2 - Monthly Payment
Auto #2 - Delinquency Amount
More than two automobiles?

YesNo
Do you have a boat, RV, ATV, or PWC?

YesNo
Total Amount of Retirement Savings
Describe Any Other Assets That You Own Worth More Than $1000

Taxes
Total Tax Debt
Which tax years?
Other Debts and Expenses
Total Credit Card Debt*
Total FEDERAL Student Loan Debt
Total PRIVATE Student Loan Debt
Total Medical Debt
List Any Other Debts with Amount Owed
Income and Household
Which type of Bankruptcy will you file?*

IndividuallyJointly w/ SpouseMarried (But filing Individually)
Number of people in household*
Gross Income - Include your spouse if married (even if filing individually)
Last Month Gross*
2 Months Ago Gross*
3 Months Ago Gross*
4 Months Ago Gross*
5 Months Ago Gross*
6 Months Ago Gross*