Coming soon
The Marital Balance Sheet™
Built for family-law attorneys and mediators. List the assets and debts, enter the values the parties agreed on, and get a clean division and equalization payment, ready for the client file.
How it works
From a list of assets to a finished balance sheet.
- List assets and debts.
Homes, accounts, vehicles, retirement, loans: community or separate. - Enter the agreed values.
You and the parties set the values; the app never values assets. - Assign each item.
Give each item to one spouse, or split it. - Get the equalization.
The app works out who owes whom to reach an equal division.
What you get
- Equal (50/50) division of community property; separate property is never equalized
- Pre-tax and post-tax retirement equalized separately
- A Final Review PDF, ready to print or share
- A protected Excel copy for your records
- Case files saved on your own computer, never on our servers
Privacy first
Client financials stay with you.
Case data is saved as a file on your own device. Our servers only hold your account and subscription, never your clients' numbers.
The Marital Balance Sheet™ is a calculation and drafting tool for legal professionals. It does not value assets and is not legal advice.
Want early access?
We're opening a small early-access group of family-law attorneys and mediators.
Request early access