Preparing for an Initial Consultation with a Bankruptcy Attorney

Filing for bankruptcy can feel scary and overwhelming. One way to combat these feelings is to educate yourself about what to expect. Going into a meeting with a bankruptcy attorney may feel less daunting if you know you are fully prepared. Read on to learn more about what you should bring when meeting with a bankruptcy attorney for an initial consultation in New York, and click here to read some of the most frequently asked questions regarding bankruptcy.

How Can I Prepare for an Initial Consultation?

To prepare for your initial consultation with your bankruptcy attorney, there are some documents you should bring with you. These documents will help you and your attorney when it comes to creating a plan:

  • Photo ID and Social Security card
  • Proof of your last 7 months’ income: employer statements, pay stubs, Social Security letters, and more. (Scheduled payments such as pensions, child support, spousal support, and more should also be disclosed.)
  • Income tax returns
  • W2 forms
  • Property tax statement
  • Property appraisal
  • Vehicle purchase agreement
  • Proof of car insurance
  • Copies of your bills and evidence of all your debts
  • Credit reports
  • Collection letters
  • Checkbook register
  • Documentation regarding debt settlement
  • If you own a business, bring any business-related documents you may have
  • A list of any questions you may have for your attorney
    • You might have a lot of questions. It is important to ask these questions, make sure you are clear about the process and know that you and your attorney on the same page.

This list may seem long, but it will help your attorney better understand your case in order to determine the best course of action to meet your specific needs. Our firm is here to advocate for you and get you back on your feet. We will walk you through the process each step of the way. Reach out to speak with an experienced and dedicated bankruptcy attorney today.


Michael D. Pinsky, P.C. represents clients in bankruptcy actions and related matters. Please call 845-394-2616 or contact the firm online to schedule a consultation.

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