Preparing For Your Meeting With A Bankruptcy Attorney

What To Bring When You First See The Attorney

Give your attorney a head start on the discovery process by preparing for your initial consultation. Gather as much factual information as possible. Remember, your communication with your attorney is privileged and protected by the attorney/client relationship.

If you have any questions about this list, please contact us online or by calling 281-823-7016. We realize it is a lengthy list, but we recommend that you do your best to gather all of the following information:

  • Copies of your marriage and birth certificates.
  • Date of marriage and timeline of events in marriage.
  • Information about any prior marriage of either spouse, including a certified copy of the divorce decree.
  • A copy of any domestic/family law contracts (e.g., a prenuptial agreement).
  • Information about any previous legal proceedings between the spouses or involving any of the children.
  • Dates and particulars about any previous separations, attempts at reconciliation, or marriage counseling.
  • The name of your employer and your spouse's employer, including dates of employment.
  • Social security and driver's license numbers.
  • Copies of your (single or joint) income tax returns for the last three years.
  • Copies of your last three pay stubs (if you work outside the home).
  • Note your spouse's income and other household income.
  • Name of bank, saving and checking accounts numbers, amounts and whose names are on the accounts.
  • Stocks, bonds and other investment information.
  • The value of a pension, whose name it is in and when they began to contribute to the pension.
  • Note other valuable items such as jewelry, artwork and other collections.
  • Purchase date, purchase price, remaining balances and current value of real estate holdings.
  • List all debts including amount owed, to whom, account numbers, when they were incurred, when due and whose name they are in.
  • Education and employment background of both parties.
  • Names and ages of children.

Also make note of any "skeletons" that may be at issue, such as drug or alcohol abuse, if either party has ever committed a crime, or if there is domestic abuse or sexual misconduct.

Remember, the information you provide your attorney is protected by the attorney/client privilege. It is imperative that you be fully honest with your attorney so he or she can help you.

The other important thing to keep in mind is to ask questions. Make a list so you don't forget to ask the things that really matter to you.