Bankruptcy Letter Templates

[DATE]

VIA [METHOD OF MAILING]

[NAME OF CLIENT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Office Appointment Set

Dear [NAME OF CLIENT]:

This letter is to confirm the scheduling of your office appointment to discuss your case. Please be advised that your appointment has been scheduled as follows:

[DATE AND TIME OF APPOINTMENT]

[LOCATION OF APPOINTMENT]

[NAME OF ATTORNEY WITH WHOM CLIENT WILL BE MEETING]

If you cannot accommodate the above date or time, please notify our office as soon as practical so we can reschedule.

When you arrive at our office, a member of our support team will sit down with you and conduct a brief intake interview before you meet with [NAME OF ATTORNEY]. The purpose of the intake interview is to collect all information necessary to begin working on your case. In that vein, you’ll be asked a series of questions regarding your current debt situation: including pending lawsuits, collection notices, and types of debts you are looking to discharge. You should also bring a list of all income you have received in the previous six months and your monthly expenses.

It’s important for you to be as thorough as possible during your intake interview as well as in your meeting with your attorney. This will allow your attorney to provide you with the most effective representation possible. Remember, everything you discuss with our staff concerning your case is protected by the attorney-client privilege and will remain confidential at all times. It is in your best interest to be candid with regard to everything about your case, including listing all income received in the previous six months, as well as disclosing all of your current assets. Anything not disclosed now could seriously hurt your chances of receiving a discharge at the end of your case.

If you have any of the following items in your possession, please be sure to bring them with you on the date of your appointment so that we can make copies for your file:

• Previous six months of pay stubs (and for your spouse as well unless you are separated).
• A minimum of your last three bank statements for all accounts with your name on them.
• Your last two tax returns.
• Make, mileage, vin number and title (if owned outright) for any vehicles owned by you.
• Any recent documents pertaining to lawsuits filed against you.
• Most recent statements for any investment accounts (retirement, stock, etc.).
• Any relevant information related to all debts, including amount and the name and address of the creditor.
• Paperwork related to any personal or real property transfers made within the last two years.
• Most recent mortgage and car payment statements.

PLEASE MAKE SURE TO NOTIFY US IF YOU ARE IN THE PROCESS OF RECEIVING AN INHERITANCE OR ARE EXPECTING AN INHERITANCE IN THE NEAR FUTURE. WE WILL ALSO NEED TO BE INFORMED OF ANY POTENTIAL OR EXISTING LAWSUITS IN WHICH YOU ARE THE PLAINTIFF OR HAVE REASON TO SUE SOMEONE.

We will also need to make copies of your photo ID for our file. Please bring a government photo identification (not expired) that bears your current legal name.

If you have any questions regarding the above, please do not hesitate to call our office. You can also email us.

We look forward to handling your case.

Yours Truly,

FIRM NAME

______________________________

[NAME OF ATTORNEY]

Enclosures

[DATE]

VIA [METHOD OF MAILING]

[NAME OF PROSPECTIVE CLIENT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Case Closed

Dear [NAME OF CLIENT]:

I’d like to thank you once more for choosing us to handle your personal bankruptcy matter. This letter is to confirm that our representation of you is now concluded.

If you provided us with any original documents, please feel free to pick up those documents and anything else you may need from your file. We will keep it in the office for a few months before we store it away. If you would like us to mail you these documents, we are willing to do that as well.

It has been a pleasure representing you in your bankruptcy. Please feel free to contact us with any questions you may have regarding your case or your next steps now that your bankruptcy is concluded.  Should you require a legal professional to assist you with any other matter in the future, I invite you to contact my office. If I’m unable to handle the matter for you, I’ll be happy to provide you with a referral to another competent lawyer who can. Good luck with your fresh start!

Best wishes.

Yours Truly,

FIRM NAME

______________________________

[NAME OF ATTORNEY]

Enclosures

[DATE]

VIA [METHOD OF MAILING]

[NAME OF PROSPECTIVE CLIENT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Your Bankruptcy Matter

Dear [NAME OF PROSPECTIVE CLIENT]:

Thank you for expressing interest in hiring us to represent you. It was a pleasure speaking with you.

Unfortunately, after thorough consideration we have decided we will not be able to represent you. Please treat this letter as a formal written notice confirming that we (1) have not been retained as your counsel in connection with your bankruptcy, and (2) will not be taking any action on your behalf. Moreover, please understand that since our law firm will not be representing you, we will not be monitoring the status of your case or tracking developments in the law that could have an impact on the strength of your case.

This letter will also confirm that our law office is not in possession of any documents related to your case at this time. Please be advised that any documents that may have been in our possession at some point have now been returned to you.

Thank you for contacting us. I hope our firm can be of assistance to you in the future.

Yours Truly,

FIRM NAME

______________________________

[NAME OF ATTORNEY]

Enclosures

[DATE]

VIA [METHOD OF MAILING]

[NAME OF PROSPECT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Your Bankruptcy Case

Dear [NAME OF PROSPECT]:

It was a pleasure meeting with you regarding your bankruptcy case. This letter confirms that you have elected not to retain us to represent you in connection with your bankruptcy.

As a result, we will not be taking any action on your behalf, and will not monitor the status of your case or track developments in the law that could potentially affect your case.

Finally, this letter will also confirm that our law office is not in possession of any legal documents related to your case at this time. To the extent that any such documents were in our possession at some earlier time, they have now been returned to you.

Thank you for considering our law firm. Although we will not be representing you in this case, please don’t hesitate contact us in the future should you need our services.

Yours Truly,

FIRM NAME

______________________________

[NAME OF ATTORNEY]

Enclosures

[DATE]

VIA [METHOD OF MAILING]

[NAME OF CLIENT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Initial Telephone Conference

Dear [NAME OF CLIENT]:

Thank you for contacting us about possibly representing you in your bankruptcy matter.

This letter is to confirm the scheduling of your initial telephone conference on [DATE OF TELEPHONE CONFERENCE] at [TIME OF TELEPHONE CONFERENCE]. Please notify our office as soon as practical if you will be unable to accommodate this date and time.

I look forward to our conversation.

Warm Regards,

FIRM NAME

______________________________

[NAME OF ATTORNEY]

Enclosures

[DATE]

VIA [METHOD OF MAILING]

[NAME OF CLIENT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Initial Telephone Conference Rescheduled

Dear [NAME OF CLIENT]:

Thank you for contacting us to reschedule your initial telephone conference about our possibly representing you in your bankruptcy matter.

This letter is to confirm that your initial telephone conference has been rescheduled for [DATE OF TELEPHONE CONFERENCE] at [TIME OF TELEPHONE CONFERENCE]. Please notify our office as soon as practical if you will be unable to accommodate this date and time.

I look forward to our conversation.

Warm Regards,

FIRM NAME

______________________________

[NAME OF ATTORNEY]

Enclosures

[DATE]

VIA [METHOD OF MAILING]

[NAME OF CLIENT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Rescheduling Initial Telephone Call

Dear [CLIENT]:

Our records indicate that you missed your scheduled telephone conference with your attorney.

We understand how schedules can change and interfering events can arise, and hope you would like to try again.  

Can we reschedule?

Yours Truly,

FIRM NAME

___________________________

[NAME OF ATTORNEY]

[DATE]

VIA [METHOD OF MAILING]

[NAME OF CLIENT]

[ADDRESS LINE 1]

[ADDRESS LINE 2]

Re: Meeting of Creditors

Dear [NAME OF CLIENT]:

Your 341 Meeting of Creditors has been scheduled for (Date here) at (time here). The meeting will take place at the Federal Bankruptcy Courthouse located at (Court address). Please make sure you arrive at least 20 minutes early so that you are certain to be there on time. Arriving early will give you a chance to witness a few meetings to make you comfortable with the process. I will call you closer to the date of the meeting to prepare you for the possible questions you might be asked.

In addition, please make sure you bring your driver’s license and social security card to the meeting. Failure to do so could result in your meeting being continued.  In that case, you will have to attend another meeting a few weeks after this meeting. If you can’t find your social security card, a copy of a W-2 will be acceptable. If you don’t have a driver’s license, then an alternate form of photo identification should suffice. If you need an interpreter for the meeting, please let me know and I will notify the trustee of that request.

I will also need you to send me (required documents for meeting depending on each individual trustee) within two weeks after receiving this letter so I can forward the documents to the Trustee. Please feel free to call or email me with any questions you may have. Thank you for your time.

Warm Regards,

FIRM NAME

______________________________

Enclosures