- Who will file? (individual, married couple, business entity)
- How much is owed and to whom?
- Is any of the debt secured debt? (e.g. mortgage on a home, car loan, etc.)
- Are any payments to creditors past due/unpaid?
- What assets are there? (house, car, jewelry, boat, tools, etc.)
- Are any legal actions currently filed or about to be filed? (foreclosure, lawsuit, etc.)
- How much does the filer make in a year? (wages, interest income, tips, sales, etc.)
- What if any large purchases or withdrawals have been made in the last 90 days?
- Have all taxes from previous years been filed? paid?
- What precipitated the financial difficulties? (medical bills, job loss, etc.)
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