Attorney Guidelines Turn-around time for completing bankruptcy petitions are based on information received about the client from the attorney. Therefore, we provide all attorneys seeking services with a list that outlines their responsibilities so that we can effectively work together in streamlining and improving the quality of the entire bankruptcy process. The following guidelines will benefit your firm and save you time and money: 1. Attorney will ensure that debtor(s) have completed the mandatory Credit Counseling Requirement. 2. Attorney will have client(s) complete Client Intake Forms. When Client Intake Forms are returned to the attorney by client(s), attorney must review the Client Intake Forms to ensure all information has been properly completed. By scanning through the Client Intake Forms first, it will allow the attorney to catch large sections of missing information that the Virtual Assistant needs to adequately prepare the petition. 3. Attorney is responsible for gathering the following documents BEFORE the 341 Meeting so they will be prepared in court. If they are prepared in court, the bankruptcy process will go very smooth and save the attorney a lot of time and frustration. The following items are required by the Trustee at the 341 Meeting: • 6 months of paycheck stubs from debtor(s). • Copies of titles to all motor vehicles. • Recorded Mortgage and Deed for all real property. • Copies of any lawsuits filed within the past two (2) years. • Copies of all life insurance policies owned by debtor(s). • Federal income tax returns for the past two (2) years. • Separation agreements or decrees of dissolution or divorce within the past year. • All documents relating to retirement accounts. • Security agreements, financial statements and personal property leases. • Stock certificates, bonds, credit union and passbook savings accounts and statements evidencing investments or savings. • Evidence of value of real estate (i.e., appraisal dated no later than one (1) year prior to filing bankruptcy). • Documents verifying debtor(s) interest in any future property. | 
