Bankruptcy/Debt Relief Consultation Intake Sheet

TO RECEIVE PROPER LEGAL ADVICE YOU MUST PROVIDE ACCURATE INFORMATION ABOUT YOUR FINANCIAL SITUATION

Call Bankruptcy Attorney immediately at 619-285-1992 if you received: * Notice of Trustee Sale on Real Estate Property * Notice of IRS Intent to Seize and Levy Property * Notice of Wage Garnishment Order * Summons to Appear in Court for a Debtor’s Exam * or If you are more than 30 days past due on a vehicle loan

STEP 1:
  1. PRINT AND FILL OUT:
  2. GATHER INCOME DOCUMENTATION: If married, include income of spouse.
    • Pay Stubs for Wages
    • Profit & Loss Statement for Self-employment, business, or property rental income:
    • Other for Unemployment, Disability, Social Security, Retirement, Pension, Child/spousal support

Pay careful attention to what particular documents are needed. Calculating the correct CURRENT MONTHLY INCOME is imperative to proving your case. More detail explanation why the income documentation is important

SPECIAL DOCUMENTS FOR PREVENTION OF FORECLOSURE OR REPOSSESSION?

Include Statements for:

  • Mortgage(s)and Vehicle Loan(s)or Lease(s)
  • Past Due Property Taxes
  • Past Due HOA Fees
  • Past Due Income Taxes
STEP 2: SEND DOCUMENTS TO ATTORNEY:(PREFERRED) EMAIL

MAIL: 185 WEST F ST. #100, SAN DIEGO, CA 92101

DROP OFF AT OFFICE: MONDAY-FRIDAY: 9AM-12PM OR 1PM-5PM

ATTORNEY WILL CONFIRM RECEIPT, REVIEW, & CONTACT YOU TO DISCUSS

I NEED TO FILE ASAP? Mark your Intake as Urgent. Start gathering additional documents for petition preparation.
10.0Kathryn Ursula Tokarska
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