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Office Hours: Appointments only Monday through Friday 9 am to 5 pm Saturday and Sunday Closed Phone 845-264-5271 Fax 845-231-6080 contact@tmurphylawfirm.com 33 Henry St Suite 4 Beacon, NY 12508 |
Documents You Will Need To Gather To File Bankruptcy It really isn't that difficult to prepare to file for bankruptcy. Once you gather the documents listed below and complete our Client Questionnaire, you will have done 90% of the work. Following is a list of documents every client must bring to their first office appointment: • ID – Drivers License and Social Security Card • PAYSTUBS for the last six (6) months - All of them for Debtor and Spouse – Even if only one spouse is filing for bankruptcy. • Documentation for all OTHER SOURCES OF INCOME, including commissions, pensions, worker’s comp, unemployment, disability, and any other income received during the last 6 months. This also includes income from spousal or other support, social security or other sources (such as someone paying your living expenses or roommates paying rent). Bring documentation such as commission reports, Disability or Social Security Award Letters, cancelled checks or any other documentation supporting the income. • If you are SELF-EMPLOYED you will need to provide six (6) months Profit & Loss Statements – one separate statement for each of the six (6) months. You will also need six (6) months of bank statements supporting the P & L’s. • Income TAX RETURNS - copies for last two (2) years – Federal and State. • If you own REAL ESTATE or your name is on title to any property you will need to provide the following: o A printout from www.zillow.com of the current value of the property o An appraisal, if appraised recently, or a Broker’s Price Opinion (These will only be required if the property is potentially worth more than what’s owed on it.) o Grant Deed showing how title to the property is held • For all MOTOR VEHICLES in your name: o Current DMV Registration o Auto Insurance Declaration Page showing the types and amounts of coverage - NOT a proof of insurance card o Printout of current value from www.kbb.com (Kelley Blue Book) – Use Private Party Value o Vehicle Purchase or Lease Agreement if purchased in last 12 months • BANK STATEMENTS for past six (6) MONTHS for your checking and savings or credit union accounts and most \ recent statement for all 401K, IRA or other retirement plans. Please also provide the closing statement from any accounts or C/Ds you have closed in the past year. • DIVORCE – Copy of the Marital Settlement Agreement or Property Settlement Agreement and the Court Order incorporating them into a judgment of divorce. • SUPPORT ORDERS - Copies of any child or spousal support orders and the name and address of the person receiving the support. • TRUST DOCUMENTS - Copies of any trust documents if you created a trust or are the trustee or beneficiary of a trust. • LAWSUITS – Provide a copy of the Summons and the 1st page of any complaint filed against you, or by you, as well as any judgments. • MOST RECENT COPIES OF BILLS AND INVOICES - we will need to know how much you owe to your creditors in order to accurately and thoroughly prepare your petition. |
The information provided on this page
should give you a general idea of the
type of documents needed to file for
bankruptcy. It is not intended, however,
to give you legal advice about your
specific situation. You should seek legal
consultation prior making any decisions
about how to proceed.
should give you a general idea of the
type of documents needed to file for
bankruptcy. It is not intended, however,
to give you legal advice about your
specific situation. You should seek legal
consultation prior making any decisions
about how to proceed.