Chapter 7 & 13 Bankruptcy Petition Agency Training & Certification System

Build a Team of Trained, Certified Petition Drafters — One Seat for Every Person in Your Agency

Chapter 7 and 13 Bankruptcy Petition Agency Training and Certification

Custom Agency Pricing

Per seat, based on the size of your team

Request Agency Pricing

Or call 1-800-535-9984

The fastest way to grow a bankruptcy petition drafting business is to add trained people — and the hardest part is finding people who can actually draft accurately. This skill isn't taught in college, paralegal programs, or even law school, so you can't just hire it. You have to train it.

The Chapter 7 & 13 Bankruptcy Petition Agency Training & Certification System gives every person on your team the same industry-standard training our individual students use — the most complete, accurate, and up-to-date bankruptcy petition training available, with nearly $90,000 in total value. Each team member learns the petition software, the Chapter 7 means test, Chapter 13 plan calculations, and every court filing from start to finish, and can earn the same Bankruptcy Petition Specialist certification.

You get the complete course with the marketing, plus a seat for each person on your team. Team members receive their own login to the full drafting training, certification, and bonuses — without the marketing and business-building modules. They learn to draft petitions for you, not how to compete with you.

What Your Agency Gets

One price per seat — plus these agency extras.

A Seat for Every Team Member

Each person gets their own login, their own progress, and their own certification exams. Seats are personal and can't be transferred to a different person.

Identical Training & Certification

Your team receives the same videos, workbook, seminar, PACER training, and certification exams as our individual students — the industry standard for nearly 20 years.

The Full Course for You

You, the agency owner, get the complete course including Marketing Magic and the business-building bonuses — the playbook for finding attorneys and growing the agency.

1-Year NAVBA Membership

A year of membership in the National Association of Virtual Bankruptcy Assistants (NAVBA), which connects you with other petition professionals and attorney referral resources, is included for your agency.

5 Petition Reviews

Five of our Bankruptcy Petition Reviews are included, so you can have an experienced second set of eyes on your team's early work.

Agency Pricing on Future Hires

When you hire more people, additional seats are available at agency discounts — so training scales with your team.

Who Gets What

IncludedAgency OwnerEach Team Member
Chapter 7 & 13 training videos✓✓
Hands-on training workbook✓✓
Chapter 13 Mastery Seminar recording✓✓
PACER and due diligence training✓✓
Chapter 7 and Chapter 13 certification exams✓✓
Unlimited helpdesk support✓✓
Drafting bonuses✓✓
Marketing Magic and the marketing & business-building bonuses✓—
1-year NAVBA membership✓—
5 petition reviews✓—

How It Works

1

Request Your Pricing

Tell us how many people will be drafting petitions and when you plan to start. We'll respond within 1–2 business days with a custom quote built around your team size.

2

Enroll Your Agency

We send you a secure checkout link for your agency. Once you enroll, your own account is set up with the complete course.

3

Add Your Team

Send us the names and email addresses of the people on your team. Each person signs the member agreements, then gets their own seat and login to the team version of the training.

Who This Is For

The Agency Training & Certification System was built for people who draft bankruptcy petitions through a team:

  • ✓Virtual Bankruptcy Assistants and petition specialists who have more attorney work than hours in the day
  • ✓Bankruptcy document preparation and support companies that employ or contract petition drafters
  • ✓Entrepreneurs building a petition drafting agency from the ground up, with a team from day one
  • ✓Owners who want every drafter trained and certified to one consistent standard — whatever their background

Your team members need no prior legal experience. All materials are downloadable or accessed online, so each person can start training the day they are added.

How does this compare to other ways of training a team?

Sending each hire through a paralegal program costs $10,000–$20,000 per person and takes 1–2 years — and those programs don't teach bankruptcy drafting in-depth. This system delivers the exact skill bankruptcy attorneys need most, in months, at a fraction of the cost, with one trained, certified drafter per seat.

“I learned more in one day from your seminar than I have learned in the entire paralegal course I enrolled in. You make everything simple to understand and your compassionate personality allowed me to feel comfortable participating in the group discussions.”

J.P.

J.P. — Paralegal, Dayton, Ohio

What's Inside the Training

Everything each person on your team needs to go from complete beginner to certified Bankruptcy Petition Specialist.

Chapter 7 and 13 Training Videos

Chapter 7 and 13 Training Videos

The heart of the training — more than two dozen high-definition, over-the-shoulder video lessons walking each team member through every form, schedule, and section of both the Chapter 7 and Chapter 13 petition. They master every form and schedule with ease, learn to build bulletproof Chapter 13 Plans, and watch how a real bankruptcy filing comes together from scratch — then do it hands-on until the process becomes second nature. No guesswork. No gaps.
Hands-On Training Workbook

Hands-On Training Workbook

Here is where each person drafts their first bankruptcy petition — because that's exactly what the workbook has them do. They get de-identified REAL bankruptcy client information to draft the petition from, just like working for an attorney. Also includes the fully completed petition to compare their work against. Page after page of insider tips on processing intake forms, skeleton petitions, filing procedures, and more. Developed by a Certified Bankruptcy Petition Specialist with years of experience — and not available anywhere else.
Chapter 13 Mastery Seminar Recording

Chapter 13 Mastery Seminar Recording

A power-packed two-day seminar recording — nearly six hours of instruction — taught by a leading bankruptcy attorney, his highly experienced paralegal with 20+ years of Chapter 13 expertise, and a highly successful Virtual Bankruptcy Assistant. Your team learns exactly how to calculate Chapter 13 plan payments properly to help attorneys get their Chapter 13 plans confirmed by the court, how to navigate “landmines,” and how to draft the complex cases that command the highest fees. Includes attorney templates, income calculators, case studies, and more.
PACER Court Records TrainingDue Diligence Searches

PACER Court Records and Due Diligence Searches Training

PACER — the federal court records system — is one of the most powerful tools available to anyone doing bankruptcy work, and most people have no idea how to use this free, publicly accessible resource. Your team learns to search prior filings for client eligibility, pull filed cases and documents, and perform thorough due diligence. Includes video training, a step-by-step ebook with screenshots, and a full due diligence walkthrough covering real property, motor vehicles, and judgment searches.

Chapter 7 and 13 Certification — for Every Seat

Chapter 7 and 13 Certification — for Every Seat

Certified work attorneys can trust. One registration for each of the Chapter 7 and Chapter 13 Bankruptcy Petition Specialist certification exams is included with every seat. A certified team gives the attorneys you work with a credential they recognize — and gives you the confidence that everyone drafting under your agency's name has proven they can do the work.
Marketing Magic

Marketing Magic — for the Agency Owner

Training your team is step one. Keeping them busy is how the agency grows. Master Marketing shows you exactly how to find the right bankruptcy attorneys, position your agency as the specialist they need, and build a steady client base from scratch — using both free and low-cost pro marketing strategies. This module is included with your owner account.

Unlimited Helpdesk Support

Unlimited Helpdesk Support

We want your team to succeed — and we've got their back. Have a question about the course content? Connect with us via our online helpdesk and we'll send answers. Our helpdesk support is unlimited — ask anything about the course, anytime, and get answers from people who actually do this work every day. Your team is never on their own.

A Trained, Certified Team
Is the Foundation of a Bigger Agency

Tell us how many seats you need and we'll build your pricing.

Request Agency Pricing

Plus These Valuable Bonuses

Included with your agency — your account receives all of them, and your team receives the drafting bonuses. The marketing and business-building bonuses are marked for the agency owner account.

The Complete Guide to Starting a Bankruptcy Docs Service
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The Complete Guide to Starting a Bankruptcy Docs ServiceAgency owner account

600+ pages of step-by-step instruction and screenshots. Everything you need to launch your business searchable in one place. The most thorough resource of its kind — your complete roadmap from day one to your first paying client.

Bankruptcy Mastery Seminar
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Bankruptcy Mastery Seminar

A full two-day seminar workshop recording taught by several bankruptcy paralegals. Also learn what the creditor side of bankruptcy is about. Attendees invested more than the price of this course just to attend. You get it as a free bonus!

How to Quickly Grow a Bankruptcy Document Service
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How to Quickly Grow a Bankruptcy Document ServiceAgency owner account

Land your first paying attorney client — and keep them coming back. More than a dozen proven, free and low-cost strategies for finding the right attorneys and converting them into steady, recurring clients.

Means Test Mistakes,
and How to Avoid Them
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Means Test Mistakes, and How to Avoid Them

The Means Test is the financial anchor of the Chapter 7 petition, and where beginners sometimes make mistakes. This guide makes certain that you don't! — Complete the Means Test like an experienced pro!

Chapter 13
Bankruptcy Principles
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Chapter 13 Bankruptcy Principles

No two Chapter 13 cases are alike — and this is where some newbies get tripped up. This training locks in the core Chapter 13 principles so you approach every case with confidence.

Chapter 13 FAQ Training
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Chapter 13 FAQ Training

The questions attorneys and clients ask most — answered clearly and completely. You'll understand the Chapter 13 process end to end, and you'll never be caught off guard by a question you can't answer.

Bankruptcy Motions, Pleadings, Letters, and Affidavits
Learn More
Bankruptcy Motions, Pleadings, Letters, and Affidavits

Over 100 ready to use legal documents — Draft simple docs for attorneys and earn more! You would pay $30,000+ to have a law firm draft these docs included at no additional cost.

130+ Bankruptcy Petition Training Collection
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130+ Bankruptcy Petition Training Collection

130+ real, filed Chapter 7 and Chapter 13 bankruptcy petitions — ready to study and import into Best Case software. This collection represents over $50,000 of drafted bankruptcy petitions.

Interview — Q&A With a Bankruptcy Petition Specialist
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Interview — Q&A With a Bankruptcy Petition SpecialistAgency owner account

A highly successful Virtual Bankruptcy Assistant pulls back the curtain in these two interviews — how he found his first client, what he charges, how he built his business. Nearly 50 topics covered in amazing detail!

Business Plan and
Marketing Materials
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Business Plan and Marketing MaterialsAgency owner account

Written by one of our own students who built a six-figure business his first year. This is the actual business plan and marketing system he developed — every document, every template, ready for you to duplicate his success.

Bankruptcy Attorney
Marketing List
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Bankruptcy Attorney Marketing ListAgency owner account

Bankruptcy docs don't draft themselves, so let's face it...bankruptcy attorneys need what you have to offer. Skip the guesswork of finding prospects — this list of over 2,400 bankruptcy attorneys puts you right in front of them.

Virtual Bankruptcy
Assistant Toolkit
Learn More
Virtual Bankruptcy Assistant ToolkitAgency owner account

These are the exact tools that we use in our own business — client intake forms, invoices, and more. Professional, polished, and ready to use on day one so that you can focus on earning, not building the infrastructure.

Frequently Asked Questions

|
How does agency pricing work?+
Pricing is per seat — one seat for each person who needs the training — so it depends on the size of your team. Request agency pricing and we'll respond within 1–2 business days with a custom quote.
What exactly is a “seat”?+
A seat is one person's personal access to the training — their own login, progress tracking, and certification exams. Seats are non-transferable: once a seat is assigned to a person, it can't be reassigned to a different member of your agency.
Can I add team members later?+
Yes. As your agency grows, additional team members (new hires, for example) can be added at agency discounts. Just contact us when you're ready.
Is my team's training different from mine?+
The drafting training and certification are identical. The difference is that your team's version leaves out the marketing and business-building material, which is included with your owner account.
Do my team members get certified?+
Yes. Every seat includes one registration for each of the Chapter 7 and Chapter 13 Bankruptcy Petition Specialist certification exams. Certification is optional, but certified drafters command higher rates and are the credential attorneys look for.
How do my team members get access?+
After you enroll, send us each team member's name and email address. Each person receives a link to sign the member agreements — the same agreements every student accepts — and once they have signed, we set up their seat in our private member portal.
What software does my team need?+

We are a bankruptcy petition training organization and do not develop, sell, or provide bankruptcy petition preparation software.

For many years, our training programs have taught students how to draft bankruptcy petitions using the free downloadable demo version of Best Case Bankruptcy software by Stretto, one of the most widely used bankruptcy petition preparation platforms among bankruptcy law firms. We are not affiliated with Stretto and do not receive compensation from them.

Stretto now also offers a cloud-based version of Best Case Bankruptcy that runs through a web browser. While the cloud edition is convenient because it can run in a web browser on any computer operating system, it includes a limited free trial period, whereas the traditional desktop edition, which installs on a Windows computer (or can run on a Mac computer using software such as Parallels), continues to provide a demo environment for learning purposes for as long as it is installed.

We encourage students to use the desktop edition while completing our training courses so that they can practice drafting the forms, schedules, and other components of a bankruptcy petition in an environment similar to what many bankruptcy law firms use.

Later, when accepting paid work drafting bankruptcy petitions for attorneys, you will use the software that the attorney or law firm is licensed for and uses, which they will provide you access to.

While each major bankruptcy software platform takes a slightly different approach to completing the forms and schedules of a bankruptcy petition, they all complete the same standardized bankruptcy forms and schedules. Our training courses teach you the petition process itself — which applies across all bankruptcy software products.

Do my team members need prior legal experience?+
No. The training was built from the ground up for complete beginners. Most students work through the core in a few weeks to a few months.
Are agency purchases refundable?+
No. Because access to the training is delivered immediately, all agency purchases are final sales. If you have any questions before you enroll, please contact us — we're glad to talk it through.

More questions? Visit our full FAQ page →

Chapter 7 and 13 Bankruptcy Petition Agency Training and Certification

Train Your Whole Team.
One Seat Per Person. One Standard.

Tell us about your agency and we'll respond within 1–2 business days with pricing built for your team size.

Request Agency Pricing

Or call us at 1-800-535-9984 — Mon–Fri, 9:00am–5:00pm CST.