What to Bring
to your Initial Consultation
Want to start working with us right away?
Here are some recommended documents you can bring to your first meeting.
We do not keep original documents. Any documents given to us will be scanned and returned to you.
Personal Debt Relief/ Bankruptcy
Identification
- Drivers License or Photo ID
- Proof of Social Security Number (unredacted W2/1099 or their SS card)
Income documentation
- Paystubs (last 3-6 months preferred)
- Social Security / Retirement letters
- Profit and Loss for businesses owned in past 6 months
​
Expenses/Bills
- Recent bank statements
- Recent Utility Bills
- List of Creditors with Name, Address and Amount Owed
OR
-Credit Report:you can access for free via (https://www.annualcreditreport.com/)
​
Business
Identification
- Drivers License or Photo ID
- Operating/Ownership/Franchise Agreement
​
Income
- Operating/Profit & Loss Statements
- List of Assets & Debts (with supporting information)
- Any other related documentation that may be helpful
Estate Planning/Probate
Identification
- Drivers License or Photo ID
​
Current Estate Documents
- Wills, Power of Attorney, Medical Directives, etc.
- Any other related documentation