Bankruptcy: Checklist of Financial Documents

The Bankruptcy Process

Documents Required for Filing Bankruptcy

At Cox Law Group we always offer a free, no obligation financial review. As part of that process, there are required documents that you will need for this initial case review. Our attorneys will work with you to identify and help you collect many of the documents you will need for your case.

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Deeds are necessary if you own any land or real estate


A homestead deed is necessary if you have filed a prior bankruptcy

Tax Assessment Real Estate

Personal Property & Real Estate Tax assessments are needed from the city or county you live in. This includes your House, Land, Mobile Home, Cars, Trucks and other Vehicles.


A copy of an updated credit report


At the very least you will need to bring paystubs from the last 60 days.  It is best if you have the last 6 months to bring.


Bring the last 60 days of all Bank and Investment statements you have.

Vehicle Title

Bring your Vehicle Title of DMV Transcript unless it is not available because it is being held by the bank of finance company.


If your house is being financed bring any loan information, bills or payoff

car loan

If your vehicle is being financed bring any loan information, bills or payoff

mobile home loan

If your mobile home is being financed bring any loan information, bills or payoff

retirement plans

Bring any documentation on retirement plans with statements showing balance of funds in each plan.

Tax Return

It is important to bring last years tax return and it might be beneficial to bring the year before as well.

life insurance value

If your Life Insurance has value, bring Proof of the Policy’s Cash surrender value.

lawsuit paperwork

If you are involved in a pending lawsuit, bring all supporting documentation for the suit.

Divorce Decree

If you have been involved in a Property Settlement Agreement or Divorce Decree within the past 5 years, bring any supporting documentation.

small business

If you own a small business, bring all documentation to show the value of your business or businesses.

Contact Us

We offer a free, confidential consultation at any of our 5 office locations throughout Central Virginia, and are also available by video conference via FaceTime, Skype or GoToMeeting. When you call our firm, your initial consultation with us is free, so you have nothing to lose by taking the first step today.

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122 South Market St. Danville VA 24541 (434) 791-4711


100 S Mason St. Harrisonburg, VA 22801 (540) 689-0904


900 Lakeside Drive, Lynchburg, VA 24501 (434) 845-2600


119 South Augusta St. Staunton, VA 24401 (540) 294-4562


609 Cedar Creek Grade Winchester,  VA 22601 (540) 931-0913

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Cox Law Group PLLC

Cox Law Group is proud to be a Debt Relief Agency. We help individuals and families get relief from debt under the Bankruptcy Code.


The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney with our firm for individual advice regarding your own situation. Cox Law Group encourages you to contact the Firm via e-mail or otherwise. The use of the Internet or voicemail for communications with the Firm will not establish an attorney-client relationship and messages containing confidential or time-sensitive information should not be sent until you and we agree that there is an attorney-client relationship between us. Until such a relationship exists, we will assume that any information you send us is not time-sensitive or confidential.

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