CHECKLIST OF SUPPORTING DOCUMENTS
After your free Case Review / Initial Strategy Session Please provide the following:  

1. STEP 1 Review and Sign your Professional Service Agreement - Look for an email with the link to your agreement.
   
2. STEP 2 Complete the Bankruptcy Questionnaire - Look for an email with the link to your questionnaire.  Call with questions any time along the way.
   
3. STEP 3 Complete the First online Credit Counseling Course  - Visit www.moneysharp.org and use Attorney Code: PZLAW
4. STEP 4 Provide Supporting Documents - Below are list of required documents  needed to draft and prepare your bankruptcy petition and documents.​

• Original Driver’s License and Original Social Security Card
• Household Income Documents: Provide all the below documents that apply to you. 
  • Pay Stubs: 6 months of pay stubs leading up to the bankruptcy filing date
  • If you are self-employed: 6 months of Monthly Profit and Loss Statements (Call and we can send you a sample P&L form)
  • Award Letters: Social Security Income or Disability, Pension, Food Stamps, etc.
  • Contribution Letter: Roommate contribution to the household monthly bills
•  Financial Account Statements : 6 months of statements for the following accounts:
  • Bank statements- Statements for every bank account you have
  • App statements – Any apps where you have deposited funds (Venmo, PayPal, CashApp, ACORN, Etc.)
  • Retirement Accounts (401K, IRA, Etc.) – provide your most recent statement

•  Tax Returns: State and Federal Tax Returns - Provide the last 2 years of returns for chapter 7 and the last 4 years of returns for chapter 13.
  • All tax refunds received during the bankruptcy must be turned over to the Trustee.
• ​Vehicle Information
  
  • ​Pictures of all vehicles (front and side, back and other side, any damage, or scratches). Just email these pictures from your phone to the address below.
  •  Vehicle Registration Certificate – Provide a copy or a picture of your CURRENT registration certificate.
• If Applicable provide the following:
  • Decree of Divorce, if you have been divorced within the last 8 years
  •  Summons/Complaints, Judgments and/or garnishments - If you are being sued or garnished please provide what documents you have.
  •  Mortgage Statement- Provide the most recent statement 
    
  • Auto Loan Statement or Auto Lease Agreements - Provide the most recent statement
    
  • Apartment Rental Agreement

 
UPLOAD Your Documents HERE

or

EMAIL PDF DOCUMENTS TO: [email protected]. Email Subject Line: “Your first and last name – Supporting Documents”

Call us anytime for help as you work through this checklist - 208-433-9882.  We really do help our clients ever step of the way! 

*As we organize and prepare your case, we may request additional documents and information for your specific case.
**We will request your most recent pay stubs and bank statements as we move your case forward.