State Bar of Texas | Home
BANKRUPTCY INTERVIEW GUIDELINE
Applicant’s Name: _____________________________________________________________________
Spouse’s Name (if married): _____________________________________________________________
Spouse’s Address: ____________________________________________________________________
Chapter 7 or 13? ______________________
Chapter 7—discharge of debt
Chapter 13—repayment plan—3 to 5 years—refer to local Lawyer Referral Service
Divorce pending? Must complete divorce before assistance.
Previous filing for bankruptcy? Date and outcome: ___________________________________________
Complete list of creditors? Advise to request credit report. Must have complete list of creditors.
Mortgage not current? Must get current for assistance with Ch. 7 OR file will be prepared as Ch. 13
and referred to local Lawyer Referral Service.
Vehicle note not current? Must get current for assistance with Ch. 7.
Taxes not filed? Must file taxes first.
Co-signers on any credit cards or loans? Complete information for co-signers: _____________________
____________________________________________________________________________________
Last time any credit card was used or any loan received? ______________________________________
Approximate total debt: _________________________________________________________________
Last payment date for any bills? How long has it been since any/all bills were paid per contracts? How far behind on bills? ____________________________________________________________________________________
____________________________________________________________________________________
Lawsuits instituted by any creditors? Status of those lawsuits? Threatening letters from attorneys? Has person been served with notice of lawsuit? Has person filed a timely answer?
____________________________________________________________________________________
____________________________________________________________________________________
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Attorney’s Notes and Advice Given: _______________________________________________________
____________________________________________________________________________________
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Attorney: ___________________________________
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