Included With Enrollment
Bankruptcy Petition Specialist™ Toolkit
Also called the VBA Toolkit — everything you need to hit the ground running.
To help you hit the ground running with your own bankruptcy petition document service, we've assembled the exact tools, templates, and resources we use in our own bankruptcy petition drafting business to stay efficient and productive.
What's Included
Agreement for Services Template
A contract between you and the attorney you're providing services to, spelling out the working agreement — so there's no confusion about what's expected from either side.
Client Intake Forms (English & Spanish)
Designed over nearly two decades of gathering debtor information, conforms to BAPCPA law, and every field and checkbox is fillable and clickable. In use at hundreds of bankruptcy law firms nationwide.
Bankruptcy Client Checklist
A downloadable PDF checklist of everything that must be gathered from the debtor before you start drafting — so you never get partway through a petition and discover you're missing something essential.
Attorney Summary Page Template
A document you complete while drafting to flag questions or potential red flags for the attorney — for example, if a debtor doesn't qualify for Chapter 7 due to a failed Means Test.
Invoice for Services Template
A Microsoft Excel template for billing attorney clients for petitions, motions, and pleadings drafted.
Best Case Bankruptcy Petition Backup Tool — Exclusive
Don't lose your work to a computer crash. Quickly and easily back up drafted or imported petitions to a flash drive or external hard drive, with step-by-step setup instructions for any Windows configuration, including automatic scheduled backups.
Included With Enrollment
This isn't sold separately — it comes bundled when you enroll in: