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HOW CAN WE HELP YOU? FREE INITIAL CONSULTATION.
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FREE INITIAL CONSULTATION CHECKLIST
WELCOME to the Morton Law Center’s Free Initial Consultation for the New Bankruptcy Law. You are meeting with an attorney licensed to practice in the State of Florida. Under the New Bankruptcy law our law firm is considered to be a Debt Relief Agency. As such we help people file for bankruptcy relief under the Bankruptcy Code.
As part of our Free Initial Consultation we need to be certain that you are aware of certain rights and responsibilities under the new law. Please initial the individual paragraphs on this checklist to acknowledge your receipt of the following information, disclosures and notices:
1. _____ _____ I (We) have received a copy of the bankruptcy information booklet and the attorney has explained to me a brief description of chapter 7, 11, 12 & 13 of the Bankruptcy Code 7 the general purpose, benefits and costs of proceeding under each of those chapters.
2. _____ _____ I (We) have been given a brief description of the services available from credit counseling agencies and a list of agencies approved for credit counseling. I understand that before I can file a bankruptcy that I must complete credit counseling at (my additional expense) from an approved credit counselor.
3. _____ _____ I (We) understand that if I file a bankruptcy before my debts can be discharged I must take and complete an approved debtor education course (at my additional expense).
4. _____ _____ I have had called to my attention during this Free Initial consultation the following specific provisions of the bankruptcy code:
(A) a person who knowingly and fraudulently conceals assets or makes a false oath or statement under penalty of perjury in connection with a case under this title shall be subject to fine, imprisonment, or both; and
(B) all information supplied by a debtor in connection with a case under this title is subject to examination by the Attorney General.
5. _____ _____ I (We) have received a copy of the Law Center’s Bankruptcy Retainer Agreement detailing my contractual relationship with the Law Center should I retain a Law Center attorney. I have reviewed this Retainer Agreement with the attorney. If I retain the law Center I understand that I will receive a complete copy of the fully executed and completed contract.
6. _____ _____ I (We) have received a copy of the Bankruptcy Information Disclosure required under Section 527 (b) of the Bankruptcy Code in a separate sheet from the Law Center and I agree to read it.
7. _____ _____ I (We) herewith acknowledge receipt of the following written Section 527 (a) (2) notice from my attorney. I agree to read this notice and to comply with these legal requirements which essentially mean that I will be truthful and make a full accurate and complete disclosure of all my financial matters:
(A) all information that the assisted person is required to provide with a petition and thereafter during a case under this title is required to be complete, accurate, and truthful;
(B) all assets and all liabilities are required to be completely and accurately disclosed in the documents filed to commence the case, and the replacement value of each asset as defined in section 506 must be stated in those documents where requested after reasonable inquiry to establish such value;
(C) current monthly income, the amounts specified in section 707(b)(2), and, in a case under chapter 13 of this title, disposable income (determined in accordance with section 707(b)(2)), are required to be stated after reasonable inquiry; and
(D) information that an assisted person provides during their case may be audited pursuant to this title, and that failure to provide such information may result in dismissal of the case under this title or other sanction, including a criminal sanction.
Dated: I ACKNOWLEDGE
RECEIPT OF A
_________________ TWO PAGE COPY OF THIS CHECKLIST
Intake Attorney: Prospective
Client(s):
_____________________
_____________________________
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