(SCROLL DOWN FOR NEW CLIENT FIRST APPOINTMENT FORM)
North Carolina Bankruptcy Lawyer in Charlotte NC for Chapter 7 / Chapter 13
This form is for people who have already spoken to Ms. Robicsek and have a scheduled appointment
with the Law Office of Susanne M. Robicsek.
This form has been made available by request from past clients who wanted to reduce the amount of time
they spent at the first consultation. This should not take very long - ten to twenty minutes.
If it takes longer, you may be making it more difficult than it should be. This should be based upon your
best estimates; guess if necessary. The form will be used to get an idea of what your ongoing living
expenses are, and will be reviewed with you in your consultation, and helps me tailor the explanation of bankruptcy to your
particular situation. The less time I have to ask questions about these items, the more time I have in your consultation
to answer your questions and explain how bankruptcy might affect you.
If you prefer (or have trouble with this form), a paper copy can be given to you to fill out when you come
in for your appointment but you need to let me know prior to coming in so that your time with the attorney is correctly scheduled.
You can type numbers for the amounts, and you can also type words if you need to explain or
describe something. If it doesn't apply, type "0" so I know that you didn't miss the question.
CREDITORS AND DEBTS:
Please provide a simple
list of creditor names and balances (no pennies needed) for all your debts. No mailing addresses, account numbers,
or credit reports please, for this consultation form. If you proceed with filing for bankruptcy with me, I will ask
for that information to prepare your case.
INCOME:
Please note that I want to see your gross income (before taxes) and your take home. If you have any
retirement, disability, part time, etc, provide those figures as well.
EXPENSES:
This form asks for average monthly expenses. I assume any amount you put down is a MONTLY amount
however not everything is paid monthly. For instance you may not pay for medical costs, buy clothes, repair your
house or your car every month. Something like tires only might be bought every other year, but you need to factor
those in too. You may calculate of what you spend per year, and divide by 12 to give me a monthly figure as requested,
or if is easier write in what you spend yearly just type "yearly" or "6 months", etc. next to the amount so I know you
are not using a monthly figure. Example: car insurance $650/6months. Example: clothing:
$300/year. Example: car repairs: $2500/year. Example: Homeowners: $75/qtr.
TIPS: Do the best you can. This is not a test. The purpose it to see what you really
need to spend to live, and it is a starting place for our discussion. I review this form in the consultation and
it will be updated or changed as needed, as we review it.
1) Be honest, and as accurate as you can.
2) Don't shortchange yourself. List what your expenses really are, or should be. If they
appear unreasonable, I will discuss that with you. For example, many people write $0.00 for clothing because they have
not bought any in so long. Everyone wears clothing, so it has to be bought by everyone at some point so that needs
to be budgeted in.
3) Do not list payments on credit cards, or on unsecured loans that have no collateral in the expense
section.
Until you meet with the Law Firm of Susanne M. Robicsek and sign a written
Contract for Legal Services, you are not represented by the Law Firm of Susanne M. Robicsek and no action or assistance will
be taken on your behalf.
Do not hit "enter" or the form will submit, but you may
use "tab" to move between fields.
Please be sure to hit the "Submit" button at the
very end of each of the two sections, or I won't get the form!
You can (should) print the screen before you submit
it, in case it doesn't go through so you don't loose the information.
CONFIRMATION:
Once submitted, you should get a pop up confirmation screen that says it went through. Some people are not getting the
pop up, but the form is coming through to me. If you have your Pop-Ups blocked, you won't see the confirmation. You
should "Allow Pop Ups" from your browswer. I will send an email confirming the receipt of your forms, and your appointment,
but this is done by hand (not auto response) so please allow time for that to happen, normally within one business day but
often sooner. I try to respond as soon as I see the forms. You may also call my office at (704) 377-0776 to
confirm receipt. Please do not fax the forms until we are sure that they did not go through.
If you get a message that says "java.lang.NullPointerException" , it
did NOT go through. If you have problems submitting a form, please click here: Problems submitting forms
Again, please submit this form ONLY if you have already made an appointment
with my office. Please note that there are two separate forms below. I know it is a lot of information, but the
more I know about you, the more effective I can be in your consultation.
If you haven't made an appointment yet, please
fill out the form for new client information by clicking here: Email for Potential New Clients.
Consultation Form / First Appointment Form (Part
1):
please fill this form out AFTER you have made an appointment
If you haven't spoken to Ms. Robicsek and made
an appointment yet, please fill out the
If you are experiencing problems submitting a form, please read instructions above in green, or please click
here: Problems submitting forms
Consultation Form / First Appointment Form (Part 2):
For information about what to bring with you to your consultation, click here see the "FAQs"
page of this website Frequently Asked Questions. For a map to my office, click here: Map to Office & Court.
Sassy is a 3 year old Cairn Terrier, rescued in December 2010. She is usually
in the office and will attend your consultation, though she will likely sleep through it.
Sassy Robicsek
Tanner Robicsek
Tanner died at the age of 12 in 2010 and established the tradition of having an office dog. Though her visits started
because she had trouble being left alone, I found that clients loved her and appreciated her attention during difficult times.
1701 Scott Avenue Charlotte North Carolina 28203
phone: 704 / 377-0776
fax: 704 / 377-0775
DISCLAIMER: This message is intended as a general discussion of legal issues and not as a statement of fact,
legal advice or a legal opinion. Personal opinions may also be expressed. No attorney-client relationship
is created by this message. Do not act or rely upon law-related information in this communication without seeking the
advice of an attorney licensed to practice in the relevant area.
The Law Office of Susanne M. Robicsek is
a Federally Designated Debt Relief Agency
under the Bankruptcy Code.
I file bankruptcy cases for people in financial need,
and have been doing so since 1989.
IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform
you that any U.S. tax advice contained in this communication (or in any attachment) is not intended or written to be used,
and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing
or recommending to another party any transaction or matter addressed in this communication (or in any attachment).
Charlotte NC Bankruptcy Lawyer Concentrating In Consumer Bankruptcy Since 1988