Bankruptcy Checklist

Filing Bankruptcy Checklist

Once you have retained your attorney and decided which Chapter to file, you will have three basic “homework” steps to complete before we can prepare your case for filing.  You will (1) fill out a questionnaire, (2) gather documents, and (3) complete a credit counseling course online.

  1. The Questionnaire. We will go over this with you so that you understand exactly which sections apply to you, and how to interpret the questions. This questionnaire mainly covers your debts, assets, and income information over the last few years.
    Download The Bankruptcy Questionnaire

    (Also, please see our blog post on Listing All Creditors in Your Bankruptcy Documents.)

  2. Documents Needed. To prepare your bankruptcy case, we need our questionnaire filled out, as well as copies of various documents. In order to verify the information we put in your petition and schedules, the trustee will request these same documents for his own review. We will give you a list and go over everything with you in detail so that you understand exactly what we need and where to find it.

    (For more about this, see our blog posts on The Basics: The "Credit Counseling" Requirement and The Basics: You Can't Finish Your Bankruptcy without "Debtor Education.”)

  3. Credit Counseling. Everyone who files bankruptcy has to do this.  We always send people to to complete the credit counseling because they are one of the least expensive providers ($9.95 – you pay directly). You must do the first course within 6 months before filing your bankruptcy case.

When you have completed your homework and are ready to make your final payment, call us at (502) 964-7878 to schedule a time to come in and drop everything off. Once we have everything, it only takes a few days to get your bankruptcy case prepared and filed. Once your case is filed, you are protected under the bankruptcy code, meaning, no one can call you, sue you, repossess, garnish, or foreclose! We will go to Court about a month later.

(For more about your bankruptcy filing stopping creditors see our blog post Summary about the Automatic Stay and the dozen or so before then. For more about the hearing about a month after filing, see The Chapter 7 “Meeting of Creditors” and The Chapter 13 “Meeting of Creditors.”)

Find out what you can expect during bankruptcy.

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  • I just loved Ms. Wasson’s professionalism and timely response to everything! I feel relieved and ready to rebuild by financial status.

  • The moment I walked in the door I felt like I was talking with a friend. You really made me feel relaxed and that you genuinely cared about my best interest.

  • Andrea, you are absolutely amazing.  I love you!

  • They answered all my questions, they are very nice ladies, and very personable.  I will recommend you to all my friends!  Thank you all so much!

    -Michael H.

  • I am so glad I was sent to you all. You made this process simple and not scary. I appreciate your word[s] of encouragement.

  • You made me feel comfortable, without any judgment.  At first I was ashamed and embarrassed of my situation.  Now I fee relieved, and now I can start over.

  • At first I was scared. After meeting Leeann, I knew I was in the right place for help. Your firm is very professional and organized.

  • I can breath and I don’t have to worry about the next phone call or mail.  We can move on with life!

    Lisa and James

  • You were very good at listening to me about my personal situation.  You showed a real concern about me as a client and a person.  You made me feel very comfortable during the whole case.  Being very nervous, Andrea’s smile helped a lot.


  • Andrea was professional, friendly, and always prompt when calling back or answering an email.  Love her!

  • It feels good being debt free. The process was well organized and detailed with information. I intend to stay debt free!  Leeann made me feel comfortable and was compassionate about my situation. I was very impressed.

  • You all made me feel ok about what I was doing.  I was upset about it, and after speaking to you I felt so much better.  Everything was great and easy on me.  I did not feel like I was doing anything wrong.  I felt very welcome and comfortable.  A big weight has been lifted off my chest.


  • Leeann made the process easy and worry free.  She was so friendly and welcoming.  I feel really good about the bankruptcy process and my decision to file.

  • The legal assistant was very sweet and helpful.

  • I loved Andrea.  She’s laid back and put me at ease.  She’s so easy to talk to.  She is understanding and listens to you.

  • The legal assistant was very helpful and knowledgeable – always followed through.

  • I feel as if I have a new start. My life can start now without the financial burden. It was a very stress-free experience.

  • The most positive part of the experience for us is that we were treated like people who needed help, not like we were too lazy to pay our bills. Your kindness is much appreciated.

  • Andrea was fantastic!  Professional, down to Earth, and TRULY understood my concerns.  I would recommend Andrea to anyone needing assistance with bankruptcy!

  • When I first met Leeann she made me feel very comfortable.  She handled everything so quickly and kept me up to date with everything.  I was so nervous and she made me feel at ease.  [She] went above and beyond what she needed to do to help me.  I felt taken care of from start to finish.


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