Financial

Forms and resources for financial

25 resources in this category

Financial Affidavit Completion Guide

How to accurately complete the financial affidavit or declaration required in divorce proceedings.

Guide

Marital Asset and Debt Inventory Worksheet

Comprehensive worksheet for listing all marital and separate assets and debts for equitable distribution.

Worksheet

Property Division Worksheet

Worksheet for proposing fair division of marital property including real estate, vehicles, accounts, and personal property.

Worksheet

Hidden Asset Discovery Checklist

Checklist of common hiding methods and discovery tools to uncover hidden marital assets during divorce.

Checklist

Retirement Account Division Guide (QDRO)

Guide to dividing retirement accounts in divorce using Qualified Domestic Relations Orders and direct transfers.

Guide

Spousal Support (Alimony) Calculation Worksheet

Worksheet for estimating spousal support amounts based on income disparity, marriage length, and state guidelines.

Worksheet

Business Valuation in Divorce Guide

Overview of business valuation methods used in divorce proceedings and how to protect business interests.

Guide

Real Estate Division Options Guide

Guide to options for dividing the marital home in divorce including sale, buyout, and deferred sale.

Guide

Tax Implications of Divorce Guide

Guide to understanding tax implications of divorce including filing status, property transfers, and alimony.

Guide

Debt Division in Divorce Worksheet

Worksheet for categorizing and dividing marital debts including mortgages, credit cards, loans, and student debt.

Worksheet

Financial Document Collection Checklist

Checklist of financial documents to gather before filing for divorce including tax returns, statements, and policies.

Checklist

Community Property Division Guide

Guide to community property division rules in the nine community property states.

Guide

Equitable Distribution Guide

Guide to equitable distribution of marital property in the 41 equitable distribution states.

Guide

Post-Divorce Budget Worksheet

Worksheet for creating a realistic post-divorce budget to plan for single-income living expenses.

Worksheet

Insurance Division and Transition Checklist

Checklist for handling health, auto, life, and homeowners insurance changes during and after divorce.

Checklist

Stock Option and RSU Division Guide

Guide to dividing stock options, restricted stock units, and equity compensation in divorce.

Guide

Military Pension Division Guide (DFAS)

How to divide military retirement pay in divorce through the Defense Finance and Accounting Service.

Guide

Cryptocurrency Division in Divorce Guide

Guide to identifying, valuing, and dividing cryptocurrency assets during divorce proceedings.

Guide

Marital Home Buyout Calculation Worksheet

Worksheet for calculating a fair buyout amount for the marital home including equity and refinancing costs.

Worksheet

Vehicle Division Worksheet

Worksheet for documenting and dividing marital vehicles including current values and loan balances.

Worksheet

Bank Account Separation Checklist

Checklist for separating joint bank accounts, establishing individual accounts, and updating direct deposits.

Checklist

Social Security Benefits in Divorce Guide

Guide to Social Security benefits available to divorced spouses based on former spouse's earnings record.

Guide

Prenuptial Agreement Enforcement Guide

Guide to enforcing or challenging a prenuptial agreement during divorce proceedings.

Guide

Temporary Financial Order Request Guide

How to request temporary court orders for spousal support, bill payment, and asset preservation during divorce.

Guide

Life Insurance Requirements in Divorce Guide

Guide to life insurance requirements in divorce settlements for securing alimony and child support obligations.

Guide
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