Wednesday, February 25, 2009

follow-up with the client

follow-up with the client and wait on them to obtain the certificate after the petition was drafted.
Additionally, once a bankruptcy petition is drafted it must be filed within 30 days or the Means Test will expire. Once a Means Test expires, before the petition can be filed, not only does the Means Test need to be updated, but the Statement of Affairs and other schedules must be revised to include the current month. By requiring that clients obtain their credit counseling certificate before they schedule an intake appointment, the possibility of allowing a Means Test to expire is eliminated.
d.
6 Months of Paycheck Stubs;

e.
Copies of all the titles to motor vehicles (cars, trucks, etc.);

f.
Recorded mortgage and deed if applicable;

g.
A copy of the most recent appraisals on real property;

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