Welcome Packet - Gaudiosi Law | Client's Personal Information

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CLIENT'S PERSONAL INFORMATION

FULL NAME

Prefix First Middle Last Suffix

OTHER NAMES USED IE: MAIDEN NAME & ALIAS

First Last

MOBILE PHONE NUMBER

SOCIAL SECURITY NUMBER

DATE OF BIRTH

EMAIL ADDRESS

HOME ADDRESS

Street Address City State / Province / Region ZIP / Postal Code

MAILING ADDRESS

Street Address City State / Province / Region ZIP / Postal Code

DO YOU RENT OR OWN YOUR HOME?

EMPLOYER NAME

EMPLOYER ADDRESS

Street Address City State / Province / Region ZIP / Postal Code

EMPLOYER PHONE NUMBER

JOB TITLE

NUMBER OF YEARS EMPLOYED

SPOUSE'S PERSONAL INFORMATION

FULL NAME

Prefix First Middle Last Suffix

OTHER NAMES USED IE: MAIDEN NAME & ALIAS

First Last

MOBILE PHONE NUMBER

SOCIAL SECURITY NUMBER

DATE OF BIRTH

EMAIL ADDRESS

HOME ADDRESS

Street Address City State / Province / Region ZIP / Postal Code

EMPLOYER NAME

EMPLOYER ADDRESS

Street Address City State / Province / Region ZIP / Postal Code

EMPLOYER PHONE NUMBER

JOB TITLE

NUMBER OF YEARS EMPLOYED

CHILDREN & DEPENDENT INFORMATION

DEPENDENT #1

First Last

DATE OF BIRTH

DEPENDENT #4

First Last

DATE OF BIRTH

DEPENDENT #2

First Last

DATE OF BIRTH

DEPENDENT #5

First Last

DATE OF BIRTH

DEPENDENT #3

First Last

DATE OF BIRTH

DEPENDENT #6

First Last

DATE OF BIRTH

DO YOU CLAIM ALL DEPENDENTS ON YOUR TAX RETURN?

BANKRUPTCY AND TAX INFORMATION

HAVE YOU EVER FILED BANKRUPCTY BEFORE?

IF YES, WHAT YEAR DID YOU FILE?

IF YES, DID YOU RECEIVE A DISCHARGE?

YEAR

MAKE

MODEL

MILEAGE

OWN / LEASE / FINANCE?

LEASE / FINANCE COMPANY NAME

ARE PAYMENTS CURRENT?

IF NO, HOW MANY MONTHS BEHIND

PLEASE LIST ANY AND ALL ADDITIONAL VEHICLE INFORMATION

ASSETS

BANKRUPTCY LAW DICTATES THAT YOU MUST LIST ALL ASSETS YOU AND YOUR SPOUSE OWN.

BANK NAME

COMPANY NAME FOR RETIREMENT AND 401K

TOTAL AMOUNT IN ACCOUNT

COMPANY NAME FOR STOCKS AND BONDS

TOTAL AMOUNT IN ACCOUNT

COMPANY NAME FOR LIFE INSURANCE

TOTAL AMOUNT IN ACCOUNT

COMPANY NAME FOR ANNUITY ACCOUNTS

TOTAL AMOUNT IN ACCOUNT

COMPANY NAMES FOR CASHAPP, VENMO, PAYPAL, ETC

TOTAL AMOUNT IN ALL ACCOUNTS

PLEASE LIST ALL OTHER FINANCIAL ACCOUNT NAMES AND TOTAL AMOUNTS

DO YOU HAVE ANY SECURITY DEPOSITS HELD BY ANYONE ELSE?

HAVE YOU PREPAID FOR ANYTHING?

DO YOU OWN ANY COLLECTIBLES?

IF YES, PLEASE LIST ALL COLLECTIBLES

DO YOU OWN ANY FURS, JEWELERY, OR FIREARMS?

IF YES, PLEASE LIST ALL FURS, JEWELERY, AND FIREARMS

DO YOU HAVE ANY OWNERSHIP IN A BUSINESS, LLC, PARTNERSHIP, JOINT VENTURE OR CORPORATION?

IF YES, PLEASE LIST THE NATURE OF YOUR OWNERSHIP INTEREST

MONTHLY INCOME AND EXPENSES

WAGES / SALARY INCOME (MONTHLY)

PENSION / RETIREMENT INCOME (MONTHLY)

DISABILITY / LTC INCOME (MONTHLY)

BUSINESS / SELF EMPLOYMENT INCOME (MONTHLY)

CHILD / SPOUSAL SUPPORT INCOME (MONTHLY)

ANY / ALL OTHER INCOME (MONTHLY)

MORTAGE / RENT EXPENSE (MONTHLY)

2ND MORTGAGE EXPENSE (MONTHLY)

HOME OWNERS ASSOSCIATION DUES (MONTHLY)

HOME MAINTENANCE (MONTHLY)

UTILITY EXPENSES (MONTHLY)

GAS, ELECTRIC, HEAT

CITY SERVICE EXPENSES (MONTHLY)

WATER, SEWER, GARBAGE

PHONE, INTERNET, CABLE OR SATELLITE TV EXPENSES (MONTHLY)

FOOD AND GROCERY EXPENSES (MONTHLY)

CHILDCARE EXPENSES (MONTHLY)

CLOTHING EXPENSES (MONTHLY)

PERSONAL CARE EXPENSES (MONTHLY)

MEDICAL EXPENSES (MONTHLY)

FAMILY SUPPORT (MONTHLY)

GAS & CAR MAINTENANCE EXPENSES (MONTHLY)

ENTERTAINMENT AND RECREATION EXPENSES (MONTHLY)

CHARITY AND RELIGIOUS DONTATIONS (MONTHLY)

HOME / RENTERS INSURANCE EXPENSE (MONTHLY)

CAR INSURANCE EXPENSES (MONTHLY)

LIFE INSURANCE EXPENSES (MONTHLY)

HEALTH INSURANCE EXPENSES (MONTHLY)

TAX EXPENSES (MONTHLY)

CAR PAYMENT #1 (MONTHLY)

CAR PAYMENT #2 (MONTHLY)

CAR PAYMENT #3 (MONTHLY)

CAR PAYMENT #4 (MONTHLY)

CAR PAYMENT #5 (MONTHLY)

OTHER EXPENSES (MONTHLY)

FINANCIAL AFFAIRS CONTINUED

HAVE YOU MADE ANY GIFTS OR CHARITABLE CONTRIBUTIONS, GIVEN ANYTHING OF VALUE AWAY, OR SIGNED THE TITLE TO ANY PROPERTY TO SOMEONE ELSE IN WHICH YOU RECEIVED NO MONEY IN RETURN VALUED AT MORE THAN $600? IF YES, PLEASE EXPLAIN:

IN THE LAST 12 MONTHS, HAVE YOU BORROWED ANY MONEY FROM YOUR FRIENDS OR FAMILY, INCLUDING YOUR SPOUSE/SIGNIFICANT OTHER? IF YES, PLEASE EXPLAIN:

IN THE LAST 2 YEARS, HAVE YOU SOLD ANYTHING THAT WAS TIED TO COLLATERAL FOR A LOAN I.E. HOME, CAR, BOAT, OR ANY PROPERTY WITH A TITLE? IF YES, PLEASE EXPLAIN:

IN THE LAST 12 MONTHS, HAVE YOU PAID ANY LOAN BACK TO A FAMILY MEMBER, FRIEND, RELATIVE, OR COSIGNER? IF YES, PLEASE EXPLAIN

IN THE LAST 12 MONTHS, WERE THERE ANY FINANCIAL ACCOUNTS HELD IN YOUR NAME OR FOR YOU BENEFIT THAT WERE CLOSED OR TRANSFERRED BY YOU? IF YES, PLEASE EXPLAIN:

IN THE LAST 12 MONTHS. HAVE YOU HAD OR USED A SAFE DEPOSIT BOX OR STORAGE UNIT?

ARE YOU CURRENTLY A COSIGNER TO ANYONE ELSE'S PROPERTY OR IS YOUR NAME TITLED ON ANYONE ELSE'S BANK ACCOUNTS OR PROPERTY? IF YES, PLEASE EXPLAIN:

IN THE LAST 3 YEARS, PLEASE LIST ANY OTHER ADDRESSES YOU HAVE LIVED AT OTHER THAN YOUR CURRENT ADDRESS

HOW DID YOU FIND US?

HOW DID YOU HEAR ABOUT GAUDIOSI LAW?

PLEASE PROVIDE ADDITIONAL INFORMATION

WHAT KEY WORDS DID YOU USE? WHO REFERRED YOU? WHAT TV OR RADIO STATION WERE YOU ON? WHAT SIGNAGE, MAGAZINE, OR PUBLICATION?

AKNOWLEDGEMENT

Consent(Required)

I/WE ACKNOWLEDGE THAT THE FOREGOING IS TRUTHFUL AND ACCURATE TO THE BEST OF MY/OUR KNOWLEDGE AND BELIEF

CLIENT NAME(Required)

FIRST AND LAST

CLIENT SIGNATURE(Required)

SPOUSE NAME

FIRST AND LAST

SPOUSE SIGNATURE

CAPTCHA

DISCLAIMER: NOTHING CONTAINED IN MY BLOG OR ANYWHERE ELSE ON THIS WEBSITE IS INTENDED AS LEGAL ADVICE TO BE RELIED ON. EVERY INDIVIDUAL’S OR COMPANY’S LEGAL NEEDS IS UNIQUE. THE LAW MAY APPLY DIFFERENTLY, DEPENDING ON YOUR SITUATION AND WHAT YOU ARE TRYING TO ACCOMPLISH. ALWAYS CONSULT WITH A COMPETENT ARIZONA LAWYER.

ARIZONA BANKRUPTCY DISCLOSURE: MY LAW FIRM IS IN BUSINESS TO HELP PEOPLE AND SMALL COMPANIES (CREDITORS AND DEBTORS ALIKE) OBTAIN PROTECTION OFFERED BY THE BANKRUPTCY LAWS AND NAVIGATE THE EXTREMELY COMPLICATED PROCESS OF BANKRUPTCY. WE ARE A DEBT RELIEF AGENCY.

DEBT SETTLEMENT DISCLOSURE: WE ARE A DEBT RELIEF AGENCY. WE HELP PEOPLE SETTLE THEIR DEBTS AND WE HELP PEOPLE FILE BANKRUPTCY UNDER THE U.S. BANKRUPTCY CODE. WE OFFER LEGAL ADVICE FOR BOTH DEBT SETTLEMENT AND BANKRUPTCY. MOST OF OUR CLIENTS WHO COMPLETE THEIR DEBT SETTLEMENT PLAN EXPERIENCE SOME DEBT RELIEF AND SETTLEMENT. HOWEVER, THERE ARE NO GUARANTEES THAT ANY SPECIFIC CREDITOR WILL AGREE TO SETTLE YOUR DEBT FOR LESS THAN WHAT YOU OWE, SETTLE YOUR DEBT FOR ANY SPECIFIC PERCENTAGE OF WHAT YOU OWE, OR AGREE TO ANY SPECIFIC REPAYMENT TERMS. PLANS ARE BASED ON 24 TO 48 MONTHS. NOT ALL CLIENTS WILL COMPLETE THEIR PLAN FOR VARIOUS REASONS. WE DO NOT OFFER ANY GUARANTEES AS TO WHETHER ALL OR ANY OF YOUR DEBT WILL BE SETTLED. WE DO NOT ASSUME ANY OF YOUR DEBT AND WE DO NOT OFFER DEBT CONSOLIDATION LOANS. WE DO NOT OFFER CREDIT REPAIR ADVICE OR SERVICES. WE RECOMMEND THAT YOU CONSULT WITH YOUR TAX PROFESSIONAL ABOUT ANY TAX CONSEQUENCES YOU MAY INCUR BY HAVING ANY DEBT FORGIVEN BY YOUR CREDITORS IN A DEBT SETTLEMENT PLAN. WE ONLY PROVIDE DEBT RELIEF AND DEBT SETTLEMENT SERVICES WITHIN THE STATE OF ARIZONA.

CLIENT'S PERSONAL INFORMATION

SPOUSE'S PERSONAL INFORMATION

CHILDREN & DEPENDENT INFORMATION

BANKRUPTCY AND TAX INFORMATION

VEHICLE INFORMATION

VEHICLE #1

VEHICLE #2

VEHICLE #3

VEHICLE #4

VEHICLE #5

ASSETS

MONTHLY INCOME AND EXPENSES

FINANCIAL AFFAIRS CONTINUED

HOW DID YOU FIND US?

AKNOWLEDGEMENT

Bankruptcy attorneys in Glendale AZ representing clients throughout Arizona.

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