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Which Documents Should I Bring?

OK. You’re considering contacting an attorney to set up an appointment. He’ll likely ask you to bring to that appointment certain financial documents and records, but which ones specifically will you need to provide? The following is a summary of those documents and records that Attorney Romito will need in order to begin the process of preparing your petition, or at least to properly assess your circumstances to determine if bankruptcy is a viable option for you:

  1. All pay stubs for last 6 months
  2. All 1040’s, W-2’s, and 1099’s for 2009 and 2010
  3. List of monthly expenses (mortgage/rent, utilities, car payment, car insurance, phone/cable/internet, food, clothing, medical, etc.)
  4. List of creditors, including dollar amount and account number (if possible, include most recent statement or invoice).
  5. Monthly mortgage statement (if applicable) and appraisal (if available)
  6. Monthly car loan statement or coupon book (if applicable)
  7. Most recent 401K / 403(B) / PSERS retirement plan statement (if applicable)
  8. Most recent statement for any insurance policies having cash/surrender value
  9. Information on any lawsuits (if applicable)
Contact my office today for a consultation. I can help you decide if Bankruptcy is the right choice for you, and you can rest assured that your case will be handled the right way.