Consultation Questionnaire

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*required information

Your Information


*Name:
Street address:
City, State, Zip:
County:
How long have you lived at this address?
Do you own or rent?
*Home/cell telephone number:
Alternative telephone number:
*Email address:
Employer:
Occupation:
How long with this employer?
Marital status:

Spouse's Information


Spouse's name:
Home/cell telephone number:
Alternative telephone number:
Employer:
Occupation:
How long with this employer?
Have you or your spouse ever filed for bankruptcy?
If so, when:
Chapter:
County:
Others:

Children & Dependants


List names, ages, relationships:

Assets


List all banks with your name on account and balance:
Example:
SunTrust/$150
Have you filed all prior year tax returns?
If not, which years are unfiled?
Tax refund amount owed to you that has not been received?
Cast surrender value of any retirement accounts?
Real Estate Owned
Property 1 address:
Value:
Mortgage balance:
Payment amount:
Amount past due?


Property 2 address:
Value:
Mortgage balance:
Payment amount:
Amount past due:


Property 3 address;
Value:
Mortgage balance:
Payment amount:
Amount past due:


Describe any other real estate owned:
Vehicles
Include all cars, trucks, motorcycles, trailers, RVs, boats
even if paid off:

Vehicle 1 Year, Make & Model:
Value:
Payoff amount:
Payment amount:
Amount past due:


Vehicle 2 Year, Make & Model:
Value:
Payoff amount:
Payment amount:
Amount past due:


Vehicle 3 Year, Make & Model:
Value:
Payoff amount:
Payment amount:
Amount past due


Describe any other vehicles owned:
List all other assets valued over $1000:

Debts - list all debts


1. Name of creditor:   Type of debt:   Balance:   Amount past due:
2. Name of creditor:   Type of debt:   Balance:   Amount past due:
3. Name of creditor:   Type of debt:   Balance:   Amount past due:
4. Name of creditor:   Type of debt:   Balance:   Amount past due:
5. Name of creditor:   Type of debt:   Balance:   Amount past due:
6. Name of creditor:   Type of debt:   Balance:   Amount past due:
7. Name of creditor:   Type of debt:   Balance:   Amount past due:
8. Name of creditor:   Type of debt:   Balance:   Amount past due:
9. Name of creditor:   Type of debt:   Balance:   Amount past due:
10. Name of creditor:   Type of debt:   Balance:   Amount past due:
11. Name of creditor:   Type of debt:   Balance:   Amount past due:
12. Name of creditor:   Type of debt:   Balance:   Amount past due:
13. Name of creditor:   Type of debt:   Balance:   Amount past due:
14. Name of creditor:   Type of debt:   Balance:   Amount past due:
15. Name of creditor:   Type of debt:   Balance:   Amount past due:
16. Name of creditor:   Type of debt:   Balance:   Amount past due:
17. Name of creditor:   Type of debt:   Balance:   Amount past due:
18. Name of creditor:   Type of debt:   Balance:   Amount past due:
19. Name of creditor:   Type of debt:   Balance:   Amount past due:
20. Name of creditor:   Type of debt:   Balance:   Amount past due:
Please describe any additional creditors that you did not have room to list here:
Do you owe student loans? Amount: 
Do you owe taxes?  Amount: 
Do you owe child support or alimony?  Amount: 
Do you own criminal restitution?  Amount: 
Are you being garnished? Amount: 
Have you ever been in foreclosure?
Have you had any repossessions?  How many? 

Monthly Expenses


Rent Mortgage payment:  Homeowner's insurance: 
2nd mortgage/HOA: Auto insurance: 
Electric:  Life insurance: 
Water/sewer:  Health insurance: 
Telephone:  Vehicle payments total: 
TV cable: Internet: 
Security system:  Child support/alimony: 
Food:  Day Care: 
Laundry:  School supplies: 
Medical:  Pet care: 
Dental:  Donations/tithes: 
Clothing:  Prescriptions: 
Parking/tolls:  Recreation: 
Home repairs/upkeep:  other: 

Income:


Your Gross (year to date)
Gross (prior year)
Gross (monthly)


Spouse's Gross (year to date)
Gross (prior year)
Gross (monthly)
Questions or Comments: