Annual Conference on Financial Education
Center for Financial Certifications
Library of Personal Finance
Center for Consumer Financial Research

Registered Attorneys

Client Handouts

 

Summary

Registered Attorneys are attorneys, legal aid and social service organizations that wish to regularly refer their clients to the Institute for Pre-Filing Counseling and/or Post-Filing Debtor Education services.Registered Attorneys receive their clients’ certificates by email.There is no cost of any type for the Registered Attorney, and Registered Attorneys are not required to collect the Institute’s service fees from clients.

 

Why Become a Registered Attorney

Certificate Received Directly from the Institute.Some clients don’t know what to do with a certificate once they get it, or give the agency or provider the incorrect fax number or email address for the attorney.Even if the fax number is correct, the attorney then has to scan the certificate before submitting it to ECF.As a Registered Attorney, the attorney receives the certificate immediately by email, but can also request an additional copy from the Institute if the certificate is accidentally deleted.

Efficiency.Many attorneys prefer to have a single agency/provider which can handle all of their Pre-Filing Counseling and Post-Filing Debtor Ed needs.With on demand telephone and internet delivery options for both counseling and debtor education and a no-hassle pro bono process, the Institute can deliver quality services to almost any client, anywhere.

 

Institute Service Fees

Pre-Filing Counseling: $50 per household (single or couple) regardless of delivery method.
Post-Filing Debtor Education: $50 per household (single or couple) regardless of delivery method.

 

Pro Bono Services

The Institute for Financial Literacy provides financial education and counseling services without regard to a client's ability to pay. Clients may seek a waiver of fees for credit counseling and/or debtor education and will be eligible if their household income falls below 150% of the Federal Poverty Guidelines. Documentation of household income must be received before the fee is waived. Documentation of household income, along with the name, telephone number, mailing address and email address of the individual requesting the fee waiver and the individual's attorney's name (if applicable), telephone and email address should be submitted in writing by mail. Submissions should be addressed to:

Institute for Financial Literacy
Attn: Fee Waiver Request
260 Western Avenue, Suite 1
South Portland, ME 04106

For clients applying for debtor education, Schedules I and J of their bankruptcy petition must be enclosed. Persons facing an immediate financial problem, such as a foreclosure deadline, and/or persons facing an impending court deadline, will be permitted to submit their requests and documentation by facsimile or email. For additional information call toll free at 1-866-662-4932.

 

Normal Business Hours

 

Registered Attorney Form

In order to become a Registered Attorney, please fill out a Registered Attorney Form.  The Institute will create an account for your organization and contact you to provide you with your reference number to be given to clients.

Registered Attorney Client Handouts

These are single page forms designed to be given to clients by Registered Attorneys.Each form corresponds to a particular service and delivery method, as the instructions vary slightly from one to the next.The different services and delivery methods are explained in the Overview.They are not required, but may help avoid some client confusion.

Registered Attorney Pre-Filing Counseling Client Instructions

Registered Attorney Post-Filing Debtor Education Client Instructions

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Contact Client Services
For more information, or to begin a phone counseling or education program. 866-662-4932 or 207-221-3600, or log in to your on line program. View FAQ
Contact Client Services
For questions about organizational partnerships, please call 207-879-0389. Business Hours

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