top of page

What to Bring
to your Initial Consultation

Want to start working with us right away?

Here are some recommended documents you can bring to your first meeting.

We do not keep original documents. Any documents given to us will be scanned and returned to you.

Debt Relief/ Bankruptcy


- Drivers License or Photo ID

- Proof of Social Security Number (unredacted W2/1099 or their SS card)


Income documentation

- Paystubs (last 3 months preferred)

- Social Security / Retirement letters

- Profit and Loss for businesses owned in past 6 months


- Recent bank statements

- Recent Utility Bills

- List of Creditors with Name, Address, Account #'s and Amount Owed


-Credit Report:you can access for free via  ( 

Estate Planning/Probate


- Drivers License or Photo ID

Current Estate Documents

- Wills, Power of Attorney, Medical Directives, etc.

- Any other related documentation that may be helpful

bottom of page