AGREEMENT FOR SERVICES
This agreement for services is made between , Attorney at Law, , located at (hereinafter referred to as “Attorney”) and Lonie H. Rosekelly, Rosekelly Mobile Notary Services, 1106 S Pearl St, DeLand, Florida, 32720 (hereinafter referred to as “Rosekelly Mobile Notary Services”) on the day of , 2009.
Attorney Responsibilities:
1. Attorney will ensure that debtor(s) have completed the mandatory Credit Counseling Requirements.
2. Attorney will use the Client Intake Forms provided by Rosekelly Mobile Notary Services.
3. Attorney is responsible for gathering the following documents from the client(s) and retaining for the 341 Meeting.
a. 6 months of paycheck stubs from debtor(s)
b. Copies of driver’s license or state identification that verify the debtor(s) identity and social security number(s) provided on Client Intake Forms and the bankruptcy petition
c. Copies of titles to all motor vehicles
d. Recorded Mortgage and Deed for all real property
e. Copies of any lawsuits files within the past tow(2) years
f. Copies of all life insurance policies owned by debtor(s)
g. Federal Income tax returns for the past two(2) years
h. Separation agreements or decrees of dissolution or divorce within the past one(1) year
i. All documents relating to retirement accounts
j. Security agreements, financing statements and personal property leases
k. Stock certificates, bonds, credit union, bank checking accounts and passbook savings accounts and statements evidencing investments or savings
l. Evidence of value of real estate (i.e. appraisal dating no later than one (1) year prior to filing bankruptcy
m. Documents verifying debtor(s) interest in any future property
n. Copies of Certificates for debtor(s) credit consultations certificates
4. Attorney is responsible for providing copies of:
1. the Client Intake Forms
2. 6 months of pay stubs for all Debtors
3. Copy of Certificate of Required Credit Counseling for all debtors
The document may be delivered to Rosekelly Mobile Notary Services in any of the following methods:
By mail: (Please use Priority Mail with Delivery Confirmation)
Lonie Rosekelly
Rosekelly Mobile Notary Services
1106 S Pearl St.
DeLand, FL 32720
By fax:
321-281-6010
By Email with PDF Attachment:
enotary@rosekellymobilenotary.com
No Charge for Pick-up Service for local Attorneys
Rosekelly Mobile Notary Services Responsibilities:
1. Input all data from the Client Intake Forms into Best Case software.
2. Providing a “Attorney Cover Letter” to Attorney ( or designated employee) detailing information needed to complete the petition and questions about the bankruptcy case also alerting Attorney to any possible problems such as un-exempt equity or potential fraud that will protect the Attorney from court fines and/or surprises at the 341 Meeting of Creditors.
Note: If requested by attorney, Rosekelly Mobile Notary Services will contact the debtor(s) and obtain the missing information without any additional charge. If debtor(s) are contacted, Rosekelly Mobile Notary Services will represent herself as working under the direction of Attorney. Rosekelly Mobile Notary Services had been trained in procedures to ensure non-violation of UPL (unauthorized practice of law.)
3. Internet Searches for all motor vehicles titles in debtor(s) name within county of residence. This ensures that debtor(s) have listed all vehicles titled in their name.
4. Market values of all motor vehicles from Kelly blue Book website, NADA website for older car values, with a print-out provided to Attorney to place in debtor(s) file for 341 Meeting of Creditors.
5. Internet search for all real property in debtor(s) name within county of residence.
6. Internet search for any prior bankruptcy or lawsuits in debtor(s) name within county of residence.
7. Internet search for appraisal of real property
8. Return draft of bankruptcy petition to Attorney to review.
9. Make all changes to the draft as directed by Attorney.
10. Return PDF (or Best Case File) of completed bankruptcy petition for the client file and/or electronic filing.
11. Return all copies of debtor information provided by Attorney.
12. If requested by Attorney, electronic filing of bankruptcy petition is available
13. Mailing a copy of the completed bankruptcy petition to debtor(s) by Priority Mail if requested by Attorney.
14. Monitor case on PACER
15. Follow up on Debtor(s) post discharge counseling status if requested.
16. Petition and all other material placed on a CD if desired.
Flat Rate Fee for Rosekelly Mobile Notary Services:
100% Satisfaction Guarantee on all work performed. All work is billed after services have been performed by Rosekelly Mobile Notary Services. If Attorney is not satisfied with the services in any way, he/she will not be required to pay the invoice.
Chapter 7 ………………………………………….. $350.00
Emergency Chapter 7 (24 hours) …………………. $400.00
Chapter 13 with Plan ……………………………… $450.00
Chapter 13 Plan for Chapter 7 Conversion…………$75.00
Additional Fees for Expiration of Means Test:
When Rosekelly Mobile Notary Services submits a final bankruptcy petition to the Attorney, the Attorney has thirty (30) days to review the petition and make any changes before filing with the Bankruptcy court. However, if the Attorney does not review the finished petition within thirty (30) days, the Means Test expires and the petition cannot be filed. An expired Means Test will result in the need to update most of the Forms and Schedules of the petition. To compensate Rosekelly Mobile Notary Services for the additional time it takes to contact client for current income, expenses and other assets information needed, there will be an additional $50.00 charge to the Attorney.
Payment of Services:
There is not financial risk required by Attorney to utilize services of Rosekelly Mobile Notary Services. This is done to ensure the Attorney’s satisfaction with Rosekelly Mobile Notary Services. After the petition has been finalized and accepted by the Attorney, Rosekelly Mobile Notary Services will invoice the Attorney for payment unless multiple petitions have been submitted for processing. In this case, Attorney will be billed every thirty (30) days for all petitions processed during the previous thirty (30) day period.
The Attorney has thirty (30) days from the receipt of the invoice to pay the balance in full. If payment has not been made within thirty (30) days, a late fee of 10% of the current balance will be assessed and no further petitions will be processed until all invoices that are due are paid in full.
Confidentiality Agreement:
Rosekelly Mobile Notary Services agrees to maintain in confidence and not to disclose any confidential client information received from Attorney other than employees or agents who have a need to know the confidential information and approved by the Attorney for release. Unless instructed by the Attorney, Rosekelly Mobile Notary Services further agrees not to make any copies in whole or in part of confidential information or analyze samples of tangible materials included therein, which are not available on the open market or from other sources, for any purpose and will, upon request by the Attorney, will return all tangible materials furnished herein and any notes or memoranda of conversations relating thereto, including any copies thereof.
Signatures:
Both parties agree to the terms set forth in this Agreement for Services and attest that both have retained a copy of this document for their own records. By signing below we both affirm that the statements on this document are true and correct to the best of our knowledge.
______________________________________ ___________________
Lonie Rosekelly, Rosekelly Mobile Notary Services Date
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