Creditor Referral Line: (520) 327-0035
You may be receiving harassing phone calls from creditors. You now have access to our “Creditor Referral Line.” It is a service we are happy to offer, but it will only work to your benefit if used properly. DO NOT TELL ANY CREDITOR THAT YOU HAVE RETAINED AN ATTORNEY IF THAT CREDITOR HAS A LIEN ON ANY ITEM WHICH IS SUBJECT TO IMMEDIATE REPOSSESSION, INCLUDING (BUT NOT LIMITED TO) MOTOR VEHICLES AND/OR MOBILE HOMES. In all other cases, tell your creditors that an attorney is handling the matter for you and under the advice of counsel they should direct all communications to your attorney. DO NOT give creditors our regular office number. Instead, refer them to our "Creditor Referral Line," above.
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Please bring to your next appointment:
Please organize by category in the folders provided.
1. Workbook 2. Real Property
- Valuation documents (comps, appraisal, internet estimates)
- Assessments
- Deeds
3. Personal Property
- The past 6 months bank statements for each account including: checking, savings or other financial accounts
- Declaration page showing: Interest in insurance policies, owner, insured, beneficiaries, date purchased, and surrender value.
- Annuities. Statement of value, beneficiaries.
- Copies of statements for any educational IRA (529B) (530B)
- Statements of the value of any retirement account, IRA, 401K, Keough, Roth IRA.
- Copies of any article of incorporation for a business you own.
- Government and corporate bonds and other negotiable and non-negotiable instruments.
- Lists of accounts receivable. (If someone owes you money)
- Decree of Dissolution of marriage awarding payment or settlement including child support or alimony.
- Contingent and noncontingent interests in estate. For example Last Will in Testament, Trust, beneficiary deed, deed naming you the joint tenant with the right of survivorship or bank account naming you the “pay on death” beneficiary.
- Other contingent and unliquidated claims of every nature, worker’s comp clain, personal injury claim, any lawsuit in which you are the plaintiff, tax refunds not yet received.
- Documents regarding patents, copyrights, and other intellectual property.
- Proof of business licenses or franchise agreements
- Customer lists.
- Copies of registration for any recreational motor vehicle including, automobiles, trucks, trailers, and other vehicles or accessories, and the title if you have it.
- Boats, motors, and other accessories. Proof of ownership.
- Proof of ownership or partial ownership of aircraft or aircraft accessories
- List of assets owned by your business, tools, equipment, vehicles, furniture, computer, with a value for each item
- Inventory held by a business or otherwise.
- Other personal property of any kind not already listed. Itemize.
4. Debts
- Any debt that does not appear on your credit report should be listed in the workbook.
- Include debts from child support, taxes, collection companies or attorneys.
- We do not need statements from all of your credit card or medical bills.
5. Leases and Contracts
- Residential lease
- Commercial lease
- Auto
- Employment contract
6. Income
- Pay stubs from the last 6 months.
- Income from business- year to date profit/loss statement
- Rental income
- Award letter of pension / retirement income
- Award letter of child support / spousal maintenance
- Award letter of unemployment compensation
- Award letter of disability
- Award letter of food stamps
- Award letter of adoptions subsides
- Award letter of social security
- Sale of anything in the PAST six months (sold a car, or something on the internet)
7. Tax
- Federal and state tax returns and W2 forms for the past 2 years
- Business tax returns for the past 2 years
- If you do not have copies of your taxes, you may request a copy from your tax preparer (including turbo tax and other electronic filing software), or you can request tax transcripts from both the IRS and the State Department of Revenue)
- IRS: Call 1(800) 829-1040. There is no fee for IRS transcripts. Allow two weeks for delivery.
- Arizona Department of Revenue – go to azdor.gov, click on “forms”. In the middle of the page, click on the down arrow and scroll down to “individual income tax”, select it and click the “go” button. On the next page, scroll down to row 450 (fifth from the bottom of the page) and click on the PDF link. This will open Arizona form 450. Fill out this form and follow this instructions to return it to the tax office. The average cost is $1.50 per tax year. Allow 30 days for delivery.
8. Lawsuits
- All documents connected to any lawsuit.
