Warren Brumel, Esq. - New Client Information
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Your first and last name
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Best phone numbers for us to use to contact you (and your spouse):
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Are you employed?
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If you are employed, tell us the name of your employer, your job title, and how long you have worked there.
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Is your spouse employed?
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If your spouse is employed, tell us the name of their employer, their job title, and how long they have worked there.
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Do you or your spouse have income from any source other than wages, earnings or business operations?
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Do you own or rent your residence?
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If you own your home, is it a
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If you OWN your home, what year did you buy it and what was the purchase price?
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If you OWN your home, how much do you think you could sell it for today?
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What is the total balance due and the monthly payment on your main home mortgage?
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What is the total balance due and the monthly payment on your second mortgage including home equity lines of credit?
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Are you current in making your mortgage payments?
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If you do NOT own real estate at this time, did you ever?
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What vehicles do you own or lease? Tell us the year, make, model and miles for each vehicle.
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Are you current in your auto loan/lease payments?
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Has anything of yours been repossessed, seized, levied or garnished in the last year?
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Have you filed for bankruptcy relief in the past 20 years?
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What is your weekly gross (before deductions) wages?
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What is your spouse's weekly gross (before deductions) wages?
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How many members are in your household (that you support), including yourself?
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How much money do you have in checking, savings or credit union accounts?
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NOT including retirement accounts, do you have any stocks, bonds, mutual funds, Certificates of Deposit or other investments?
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Do you have a retirement account OTHER THAN through your employer?
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Do you have any student loans?
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About how many different creditors do you owe money to, including credit cards, medical, loans, mortgages and car loans?
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What is the total amount of your credit card, medical and personal loan debt (NOT including student loans, mortgages or auto loans)?
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Do you own a time share, boat, jewelry, collectibles, artwork or anything else that you could sell and net over $1000?
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Are you currently owed a tax refund?
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Do you have any law suits or claims you can make against anyone for personal injury, worker's comp, breach of contract, property damage, malpractice, discrimination, etc. where you might collect money in the future?
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Have you sold, given away, gifted or otherwise transferred real estate or anything else of value in the last four years?
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Have you filed all required tax returns for the past four years?
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