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The following form provides us with the financial information needed for your case.  It is important that we are able to obtain all of you financial information, including all of your assets, current and of potential liabilities.  Please fill-out the form the best you can and send it to us..  We will contact you to go over any questions you may have and to obtain any information that we may need.  Do not provide us with your social security number.  If you have more information than the form allows for, please let us know in the bottom box.  If you are married you should have your spouse fill out a seperate form by clicking the link found on the upper right hand corner of the form.
 
We will follow-up to obtain any needed information or to answer your questions.   

           
 
Section A PERSONAL INFORMATION

IF MARRIED

     
 

Full Legal Name:
Email address:
Telephone Number:
Cell Number:

Spouse Full Legal Name:
Email address:
Telephone Number:
Cell Number:

       
 
Section B.  BANKRUPTCIES
       
 

Section B.1.

 

If this section does not apply,  go to Section C.

Have you filed bankruptcy in last 8 years?
Considering Bankruptcy at this time?

       
 
Section C. REAL PROPERTY
       
 

Section C.1.
Legal Descriptions
Property Address
Tax Parcel Property ID Number
Do you hope to keep this Property?

Homestead

Homestead
Homestead Address
Homestead
Second Property
Second Property
Second Property Address
Second Property 
Property 2

Third Property 

Third Property 
Third Property Address
Third Property
Property 3 
Fourth Property
Fourth Property
Fourth Property Address
Fourth Property 
Property 4

Section C.2 
List all mortgages encumbering the property.
List all mortgage Balances
Is Mortgage Current?
Has Foreclosure Been started?
Home Property Value

Home Property 

If this section does not apply,  go to Section C.3

First Mortgage Lender
Second Mortgage Lender
Third Mortgage Lender
Fourth Mortgage Lender
First Mortgage Amount Owed
Second Mortgage Amount Owed
Third Mortgage Amount Owed
Fourth Mortgage Amount Owed
1st Mortgage
2nd Mortgage 
3rd Mortgage 
4th Mortgage
1st Mortgage
2nd Mortgage
3rd Mortgage
4th Mortgage

Section C.3 
List all mortgages encumbering the property.
List all mortgage Balances
Is Mortgage Current?
Has Foreclosure Been started?
Second Property Value

Second Property 

If this section does not apply,  go to Section C.5

First Mortgage Lender
Second Mortgage Lender
Third Mortgage Lender
Fourth Mortgage Lender
First Mortgage Amount Owed
Second Mortgage Amount Owed
Third Mortgage Amount Owed
Fourth Mortgage Amount Owed
1st Mortgage
2nd Mortgage 
3rd Mortgage 
4th Mortgage
1st Mortgage
2nd Mortgage
3rd Mortgage
4th Mortgage

Section C.4 
List all mortgages encumbering the property.
List all mortgage Balances
Is Mortgage Current?
Has Foreclosure Been started?
Third Property Value

Third Property 

If this section does not apply,  go to Section C.5

First Mortgage Lender
Second Mortgage Lender
Third Mortgage Lender
Fourth Mortgage Lender
First Mortgage Amount Owed
Second Mortgage Amount Owed
Third Mortgage Amount Owed
Fourth Mortgage Amount Owed
1st Mortgage
2nd Mortgage 
3rd Mortgage 
4th Mortgage
1st Mortgage
2nd Mortgage
3rd Mortgage
4th Mortgage

Section C.5  
Rental/Sales of Home
Buyers/Tenants Names
Terms
Is Buyer/Tenant in default?

Rental or Sales of Property 1 

If this section does not apply,  go to Section C.6

Type of Agreement

Section C.6 
Rental/Sales of 2nd Property
Buyers/Tenants Names
Terms
Is Buyer/Tenant in default?

Rental Property 2 

If this section does not apply,  go to Section D.1

Type of Agreement

Section C.7 
Rental/Sales of 3rd Property
Buyers/Tenants Names
Terms
Is Buyer/Tenant in default?

Rental or Sales of Property 3 

If this section does not apply, go to Section D.1

Type of Agreement

Section C.8 
Rental/Sales of 4th Property
Buyers/Tenants Names
Terms
Is Buyer/Tenant in default?

Rental or Sales of Property 4 

If this section does not apply, go to Section D.1

Type of Agreement

       
 
SECTION D. LIABILITIES
       
 

Section D.1
Judgments against you
     

Judgments Against You 

If this section does not apply,  go to Section D.2

First Judgement Creditor
Second Judgement Creditor
Third Judgement Creditor
Fourth Judgement Creditor
Judgment Amount:
2nd Judgment Amount:
3rd Judgment Amount:
4th Judgment Amount:
Court File No:
2nd Court File No:
3rd Court File No:
4th Court File No:
Date of Judgment:
Date of 2nd Judgment:
Date of 3rd Judgment:
Date of 4th Judgment:

Section D.2
Divorce or Custody Liabilities?

 

If this section does not apply,  go to Section D.3

Describe:

Section D.3

List all Credit Card Debt

List Credit Card Debtor/s

Credit Card Monthly Payments

Credit Card Balances

Is card current?

Credit Cards 

If this section does not apply,  go to Section D.4

First Credit Card Company
Second Credit Card Company
Third Credit Card Company
Fourth Credit Card Company
Fifth Credit Card Company
Sixth Credit Card Company
1st Credit Card Debtor/s
Second Credit Card Debtor
Third Credit Card Debtor
Fourth Credit Card Debtor
Fifth Credit Card Debtor
Sixth Credit Card Debtor
Monthly Payment
2nd Monthly Payment
3rd Monthly Payment
4th Monthly Payment
5th Monthly Payment
6th Monthly Payment
Credit Card Amount Owed
Second Credit Card Amount Owed
Third Credit Card Amount Owed
Fourth Credit Card Amount Owed
Fifth Credit Card Amount Owed
Sixth Credit Card Amount Owed
1st card
2nd card
3rd card
4th card
4th card
6th card

Section D.4

List all Student Loan Debt

List Student Loan Monthly Payments
List Student Loan Balances
Is Student Loan Current?

Student Loans 

If this section does not apply, go to Section D.5

Student Loan Company
2nd Student Loan Company
3rd Student Loan Company
4th Student Loan Company
5th Student Loan Company
6th Student Loan Company
Monthly Payment
2n Monthly Payment
3rd Monthly Payment
4th Monthly Payment
5th Monthly Payment
6th Monthly Payment
1st Balance
2nd Balance
3rd Balance
4th Balance 
5th Balance
6th Balance
1st card
2nd card
3rd card
4th card
5th card
6th card

Section D.5

List all Vehicles
Vehicle/s Monthly Payments
Vehicle Balances
Vehicle/s Fair Market Values
Vehicle Debt Current?

Vehicles 

If this section does not apply,  go to Section D.6

1st Make/Model
2nd Make/Model
3rd Make/Model
4th Make/Model
5th Make/Model
6th Make/Model
Monthly Payment
2nd Monthly Payment
3rd Monthly Payment
4th Monthly Payment
5th Monthly Payment
6th Monthly Payment
1st Vehicle Balance
2nd Vehicle Balance
3rd Vehicle Balance
4th Vehicle Balance
5th Vehicle Balance
6th Vehilce Balance
Fair Market Value
Fair Market Value 2
Fair Market Value 3
Fair Market Value 4
Fair Market Value 5
Fair Market Value 6
1st card
2nd card
3rd card
4th card
5th card
6th card

Section D.6
List all Boats, ATV's, Etc.

Monthly Payment
Boat, ATV, Etc Balance Owed
Boat, ATV, Etc Fair Market Value
Is Loan current?

Boat, ATV, Snowmobile, Etc 

If this section does not apply,  go to Section D.7

Brand/Model
2nd Make/Model
3rd Make/Model
4th Make/Model
5th Make/Model
6th Make/Model
Monthly Payment
2nd Monthly Payment
3rd Monthly Payment
4th Monthly Payment
5th Monthly Payment
6th Monthly Payment
Boat, Etc Balance
2nd Balance Owed
3rd Balance Owed
4th Balance Owed
5th Balance Owed
6th Balance Owed
Fair Market Value
2nd Fair Market Value
3rd Fair Market Value
4th Fair Market Value
5th Fair Market Value
6th Fair Market Value
1st Loan
2nd Loan
3rd Loan
4th Loan
5th Loan
6th card

Section D.7

Non-Secured Loans

Non-Secured Monthly Payments
Non-Secured Balances
Are the Non-Secured Loans Current?

Non-Secured Loans 

If this section does not apply,  go to Section D.4

First Lender
2nd Lender
3rd Lender
4th Lender
5th Lender
Sixth Lender
Monthly Payment
2nd Monthly Payment
3rd Monthly Payment
4th Monthly Payment
5th Monthly Payment
6th Monthly Payment
Non-Secured Balance
Non-Secured Balance 2
Non-Secured Balance 3
Non-Secured Balance 4
Non-Secured Balance 5
Non-Secured Balance 6
1st Loan
2nd Loan
3rd Loan
4th Loan
5th Loan
6th Loan

Section D.8

Guaranteed Debt

Debtor of Guaranteed Debt
Amount Guaranteed
Is Debt Current?

Guaranteed Debt 

If this section does not apply,  go to Section D.4

First Lender
2nd Lender
3rd Lender
4th Lender
5th Lender
Sixth Lender
First Debtor
2nd Debtor
3rd Debtor
4th Debtor
5th Debtor
6th Debtor
Amount Guaranteed
2nd Amount Guaranteed
3rd Amount Guaranteed
4th Amount Guaranteed
5th Amount Guaranteed
6th Amount Guaranteed
1st debt
2nd debt
3rd debt
4th debt
5th debt
6th debt

       
           
 
Section E.  PERSONAL PROPERTY AND FINANCIAL ACCOUNTS
                         
       
 

Section E.1

List all sources of income

Monthly Income
Annual Income

Income 

If this section does not apply,  go to Section E.1

Source of Income
Second Source of Income
Third Source of Income
Third Source of Income
Monthly Income
2nd Monthly Income
3rd Monthly Income
4th Monthly Income
Annual Amount
Annual Amount
Annual Amount
Annual Amount

Section E.2
Do you own any unusual items of personal property with a value in excess of $500?
Owner/s Personal Property
Personal Property Value

Personal Property Not Listed Above

If this section does not apply,  go to Section E.1

Describe Personal Property
Describe Personal Property 2
Describe Personal Property 3
Describe Personal Property 4
Describe Personal Property 5
Owners
Owners Personal Property 2
Owners Personal Property 3
Owners Personal Property 4
Owners Personal Property 5
Fair Market Value
Fair Market Value 2
Fair Market Value 3
Fair Market Value 4
Fair Market Value 5

Section E.3
List all your checking and savings accounts
Name/s on Checking/Saving Accounts
   

Checking/Savings 

If this section does not apply,  go to Section E.1

Describe Account 1
Describe Account 2
Describe Account 3
Describe Account 4
Describe Account 5
Name on Account
Name/s on Account 2
Name on Account 3
Name on Account 4
Name on Account 5
Account No.
Account No.
Account No. 3
Account No. 4
Account No. 5
Account Balances
Account Balances 2
Account Balance 3
Account Balance 4
Account Balance 5
Account Balance 6

Section E.4
List any 401(k), mutual funds or other financial investments/holdings  
Name on Investment Account
Investment Account Number
Investment Account Balances

Investment Funds 

If this section does not apply,  go to Section E.1

Describe Retirement Acct 1
Describe Retirement Account 2
Describe Retirement Account 3
Describe Retirement Account 4
Describe Retirement Account 5
Names on Account
Names on Account 2
Names on Account 3
Names on Account 4
Names on Account 5
Account Number
Account No. 2
Account No. 3
Account No. 4
Account No. 5
Account Balances
Account Balances 2
Account Balance 3
Account Balance 4
Account Balance 5

       
 
 Section F.  When Finished
       
 

List Assets Not Listed Above

       
 
       
           
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