It is mandatory
Every jurisdiction requires financial disclosure in a divorce. Missing accounts delay the case and can bring sanctions.
Every account, on one dated page.
A financial disclosure for divorce lists all marital and separate assets and debts so the court can divide them and set support. Every state requires it from both spouses in some form. The work is finding everything after years of shared finances, then keeping the figures current while the case runs.
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Why the court
wants all of it.
Division and support both rest on the numbers. Incomplete disclosure is the fastest way to lose credibility with a judge.
Years of shared finances
Old retirement accounts, a car in one name, a credit card in the other. Finding all of it by hand is the job.
Attorney time is billable
Every hour your attorney spends sorting your statements is on the invoice. Arriving organized is the cheapest thing you can do.
Organized once,
dated as the case moves.
Sync what can be synced, enter the rest, and keep a copy at each stage.
Accounts and debts, synced
Bank, brokerage, retirement, and loan balances pull read-only through Plaid, so the first pass is fast and the figures match the statements your attorney will also see.
A copy for each stage
Copy the statement when values are due to the court. Each copy keeps its own date and figures, so the record shows what was true when.
Share with your attorney
Send a link to the PDF. Your attorney or mediator opens it without an account, and you can see when it was viewed.
PDF, Word, or Excel
Export a PDF for the file, or an editable Word or Excel copy if your attorney wants to work inside it.
What's
included.
Items marked Pro or Pro Plus need that plan. The free trial covers one connected bank, one statement, and one watermarked export.
- Every asset type: accounts, retirement, real estate, vehicles, boats, collectibles, business interests, life insurance
- Each liability with balance and creditor
- Notes on individual items for valuation basis or separate-property claims
- Dated copies of the statement (Pro)
- PDF export, Word and Excel copies
- Expiring share links for your attorney
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Common questions.
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What financial documents does a divorce require?
It varies by state, but the core is a sworn financial statement listing all assets and debts, plus tax returns, pay stubs, bank statements, and retirement statements. The financial statement is the summary the rest supports.
How do I value joint assets?
Real estate at a recent appraisal or comparable sales. Retirement and brokerage accounts at the current statement. Vehicles at a pricing guide. A business may need a professional valuation. Write down the method for each; the notes field on each item is for that.
Can I leave an account off?
No. Hiding assets in a divorce can mean perjury charges, sanctions, and a worse outcome on the division. Complete disclosure protects you.
How often do I update it?
Courts ask for updated figures at set stages. Copy the statement at each one so you keep the earlier version, refresh the balances, and export.
Can my attorney open it without my login?
Yes. The share link opens the PDF in a browser. Only you sign in to the account.
Start your statement.
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