Client forms & questionnaires
One thoughtful first step toward a clearer financial picture. Choose the questionnaire that fits your situation.
Personal questionnaire
For individual and joint Chapter 7 filers. Covers household information, income, expenses, property, debts, prior filings and financial affairs.
Fillable PDF · 24 original pages + notice sheet
Never email SSNs or ID photos. Attorney advertising. We are a debt relief agency. We help people file for bankruptcy relief under the Bankruptcy Code. No attorney-client relationship exists until both you and the firm sign an engagement agreement. Do not email unencrypted sensitive data. Upload documents only through the secure encrypted upload form; never email documents.
Business questionnaire
For corporations, LLCs and partnerships considering Chapter 7 liquidation. Covers ownership, operations, assets, creditors, contracts, taxes and financial affairs.
Fillable PDF · 11 original pages + notice sheet
Never email SSNs or ID photos. Attorney advertising. We are a debt relief agency. We help people file for bankruptcy relief under the Bankruptcy Code. No attorney-client relationship exists until both you and the firm sign an engagement agreement. Do not email unencrypted sensitive data. Upload documents only through the secure encrypted upload form; never email documents.
What to gather — and how to upload securely
- Use a private device and download the right questionnaire.
- Fill in what you can. If an item does not apply, follow the PDF’s instructions. Save a private copy.
- Use the secure encrypted portal for document uploads through the secure upload form, never email. Never send SSNs, account numbers or completed financial forms through ordinary email.
Completing a questionnaire does not reserve representation or file a bankruptcy case. Book a consultation or contact the office →
Download the preparation guides
Download Bankruptcy Preparation Information Sheet Document Checklist →
This firm preparation guide is not the official DOJ Bankruptcy Information Sheet required for individual filers. Read the official Bankruptcy Information Sheet separately.
Never email SSNs or ID photos.
Upload documents securely
Use our active encrypted Cognito form for documents, photo ID, SSN proof and completed PDF questionnaires. Notification emails do not contain your confidential documents or answers.
Upload documents securelyNever email Social Security numbers, IDs or financial documents. Write only the last four SSN digits in questionnaire fields; provide identity proof through this secure form.
The separate verified SSN statement required by Rule 1007(f) and Official Form 121 is handled securely for the court; last-four-only questionnaire intake does not replace it.