BANKRUPTCY

• Checklist for Bankruptcy Clients
• Income for Household (Schedule I)
• Expenses for Household (Schedcule J)
• Notice Required by 11 U.S.C. Section 342(b) (Form 2010)
  U.S. Bankruptcy Court Forms

HEIRS’ PROPERTY

• Heirs’ Property Ownership Table
• Heirs’ Property Family Tree
• Heirs’ Property Brochure

TAX RESOLUTION

• Federal Tax Power of Attorney (IRS Form 2848)
• State Tax Power of Attorney (SCDOR Form SC2848)
• Offer in Compromise (Form 656 Booklet)
• Request for Transcript of Tax Return (IRS Form 4506-T)
• IRS Tax Forms

ESTATES, WILLS AND TRUSTS

• Estate Planning Questionnaire
• Personal Representative Application (Form #300ES)
• Inventory and Appraisement
• Accounting
• Template for GDPOA, LW and HCPOA