NACBA's 33RD Annual Convention

Navigating bankruptcy documentation and petition preparation can be overwhelming for new practitioners and paralegals. This session will provide a step-by-step guide to document collection, client intake, and petition preparation while ensuring compliance with the Federal Rules of Bankruptcy Procedure. Attendees will learn best practices for verifying debtor identity, handling bank statements, organizing financial records, and preparing clients for the meeting of creditors. Whether you're new to bankruptcy or looking to refine your workflow, this session will equip you with essential skills to streamline case preparation and ensure accuracy in filings.