SettleWise Court-Ready Financial Forms: Affidavit and Marital Balance Sheet
SettleWise auto-populates the financial affidavit and marital balance sheet from extracted document data, eliminating manual re-entry and producing attorney-ready drafts for review and filing.
From Document Upload to Attorney-Ready Draft
Once client documents are sorted and financial data is extracted, SettleWise generates the core financial disclosure forms automatically — no re-typing numbers from bank statements, no building the balance sheet row by row in a spreadsheet.
Financial Affidavit
- Auto-populated from extracted data across all uploaded documents
- Presented as an editable PDF draft for attorney review and customization
- Requires attorney review before filing — SettleWise removes the data-entry, not the legal judgment
- State-specific form alignment (confirm jurisdiction coverage during onboarding)
Marital Balance Sheet
Generated as an Excel export, organized by asset category:
- Institution
- Last-4 digits
- Titling
- Value
- Date of value
Covers the full marital estate including bank accounts, investment accounts, retirement accounts, real property, vehicles, business interests, and liabilities.
Certificate of Compliance and Mandatory Disclosure
- Certificate of compliance auto-populated to state requirements
- Mandatory disclosure support aligned to jurisdiction (for example, Florida mandatory disclosure)
- All generated documents are drafts for attorney review and customization before filing
Separate Property and Dissipation Tracking
- Separate-property tracing distinguishes marital and non-marital assets within the balance sheet
- Dissipation tracking supports asset waste claims
- Asset and liability categories are comprehensive across the marital estate
Export and Filing
- Financial affidavit: exported as PDF
- Marital balance sheet: exported as Excel
- Both are ready for attorney review and direct filing, or can be imported back into your case-management system
Attorney Review Is Required
SettleWise-generated forms are always drafts. Every extracted value is visible and editable. Attorneys review, adjust, and approve before any document is filed. The system handles the data-entry; your attorneys handle the legal judgment.
Time Savings
Firms running 30 to 100 contested divorces per year recover hundreds of paralegal hours annually — enough capacity to absorb additional cases without adding headcount.
FAQ
- Does SettleWise cover court forms for my state?
- SettleWise auto-populates the financial affidavit, marital balance sheet, and certificate of compliance with mandatory-disclosure support aligned to state requirements (including Florida mandatory disclosure). Confirm specific form coverage for your jurisdiction during onboarding.
- Can attorneys edit the affidavit before filing?
- Yes. The financial affidavit is an editable PDF draft. Every extracted value is visible and modifiable. Attorney review and approval are required before filing.