Checklist · Insolvency, Restructuring & Bankruptcy
Creditor checklist for the meeting of creditors
Questions and checks for a creditor's lawyer at a meeting of creditors under section 341. The debtor is examined under oath. This checklist is not the debtor's testimony and nothing on it is for the debtor to sign.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- United States
- AI use
- Yellow You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at
- 22 October 2026
- Status
- Maintained. Checked on 22 October 2026 against the 3 authorities it cites, for United States.
- Version
- 1
- Source
- Written for this library
When to use it
Use to prepare for the meeting stated in the notice. Do not use it to demand payment or to take possession of property. Do not treat the checklist as a proof of claim.
Used for these tasks
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
AI may group the lawyer's questions under collateral, insurance, and the claim. The lawyer decides what is asked. The tool writes no answer for the debtor.
AI may
- List questions from the proof of claim and the collateral file the lawyer provides
- Separate questions that are only for a chapter 7 trustee election
- Flag a question that asks the debtor to admit the claim is allowed
AI must not
- Must not draft the debtor's testimony or a statement for the debtor to sign
- Must not add a demand for payment or for turnover
- Must not say that a creditor must have counsel, or that a non-lawyer may appear, beyond what section 341(c) says
The lawyer checks
- The date and chapter match the notice
- Questions stay inside the claim and the collateral. They do not retry a stayed collection
- The outline is not handed to the debtor as a script
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
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