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ARE YOU SET UP FOR EFFICIENT PETITION PREPARATION?

December 21, 2018 by Shannon Doyle

We have found the most effective way to prepare a petition is to: (1) organize documents in a sequence that mirrors the petition (we create subfolders that correspond to the various schedules); (2) prepare a CMI spreadsheet and enter the income on the Means Test and Schedule I; (3) import creditors and (4) then begin entering data by reviewing the questionnaire and simultaneously cross-referencing client documents (dual screens are a must)! Our questionnaire is specifically designed to flow with this process and the Best Case software for well-organized and time saving data entry. Try it here!    Questionnaire Married Filers Template


eBankruptcy Assistants, Inc. does not engage in the unauthorized practice of law. We never give your clients legal advice. All case analyses’ are done in a consulting capacity for the attorney of record. We do not represent individual debtors. We work solely for bankruptcy attorneys.