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MAX the Assistant
FINANCIAL DISCLOSURES
Your Financial Disclosures
We’ll help you prepare your financial disclosures one step at a time.
We'll organize your assets, debts, income, and expenses while collecting supporting documents for your Financial Declaration. Your spouse or opposing party will prepare and exchange their own financial disclosures separately.
Professional Review
Disclosure packet
Professional review is required before the generated court form can be ready for signature.
Awaiting professional review
Financial Category Status
- Assets Needs Review
- Debts Needs Review
- Income Need Upload
- Expenses Need Information
Disclosure Journey
COURT FORMS
Generated forms
Preview and download are shown only when this matter, artifact version, engagement scope, and professional-review state permit them.
Checking generated forms…
Generated form preview
Prepare Your Financial Disclosures
We'll prepare your financial disclosures together, one step at a time.
- Assets Current Step Identify what you own
- Debts Waiting Review identified debts
- Income Waiting Confirm your income
- Expenses Waiting Review prepared expenses
Which financial documents a case must file is set by local court rules, and they differ from county to county. We have not yet checked and released King County's, so this page does not list them — showing another county's would be worse than showing none.
Check the King County Superior Court local family law rules, or ask the court clerk what the current financial disclosure requirements are.
Your Assets
We'll start with the main categories and add details one step at a time.
If we identified any assets during your Client Interviews, you'll see them listed below.
○Bank Accounts
No accounts added yet
○Life Insurance
No life insurance policies identified.
○Personal Property
No personal property identified.
○Investment Accounts
No investment accounts identified.
○Retirement Accounts
No retirement accounts identified.
○Additional Assets
No additional assets identified.
Your Asset Breakdown
Marital Assets
$1,025,000
Your Separate Assets
$215,000
Total Assets
$1,240,000
Assets
These are the assets you've previously identified. Please review the list to make sure it includes all of your assets and that the supporting documents for each have been uploaded.
Real Estate 2 properties identified
123 Fredricks Rd.
Primary residence and equity review.
Needs Information
34 Maplewood Ave.
Secondary property with remaining valuation details.
Need Information
Vehicles 1 vehicle identified
2022 Ford F-150
Primary vehicle used for daily transportation.
Ready to Continue
Bank Accounts 3 accounts identified
Chaser Bank Checking •••4821
Household operating account.
Needs Review
Wells Fargo Savings •••1190
Reserve savings account.
Need Upload
Wills Embargo Checking •••2044
Representative future Bank Account record.
Awaiting Statements
Life Insurance 1 life insurance policy identified
Heavenly Gate ••••4872
Sarah Bennett · $9,650 cash value
Needs Review
Personal Property No rooms added yet
No rooms added yet
Investment Accounts 1 investment account identified
Goldman Hacks ••••7421
Sarah Bennett · $389,668
Needs Review
Retirement Accounts 1 retirement account identified
Golden Years Investments 401(k)
Sarah Bennett · $260,357.41
Needs Review
Additional Assets No additional assets identified
No additional assets identified.
Former Assets No former assets
Your Debt Breakdown
Marital Debt
$168,000
Your Separate Debt
$18,400
Total Debt
$186,400
Debts
These are the debts you've previously identified. Please review the list to make sure it includes all outstanding obligations and that supporting documents have been uploaded for each account.
Mortgages 1 account recorded
Credit Cards 1 account recorded
Auto Loans 1 account recorded
Student Loans 1 account recorded
Personal Loans 1 account recorded
Tax Obligations 1 account recorded
Business Debt 1 account recorded
Continue when you're satisfied you've entered all of your debts.
Income
These are the income sources you've previously identified. Review each source to confirm it is complete and upload supporting documentation where available.
Income Sources
Employment 2 income sources identified
Benefits No benefit income reported
Support 1 support source identified
Investments No investment income reported
Trust Income No trust distributions reported
Rental Income 1 property income source identified
Business / Partnership 1 business source identified
Royalties & Other Income No royalty income reported
Other Income 1 additional source identified
Tax Returns 2 received Review not recorded
Continue when you're satisfied you've entered all of your income.
Your Monthly Expenses
Monthly Expenses$12,616
Recorded Monthly Income (demo)$24,175
Calculated Surplus$11,559
Expenses
Review your recurring monthly expenses below. Linked expenses automatically stay synchronized with their source records.
Housing $3,926 monthly · 2 linked obligations
Utilities $620 monthly · 3 user-entered expenses
Food & Household $1,450 monthly · 2 user-entered expenses
Transportation $1,905 monthly · 1 linked obligation · 2 user-entered expenses
Auto InsuranceVehicle identified but no auto insurance expense has been confirmed.
Insurance $720 monthly · 2 user-entered expenses
Healthcare $480 monthly · 2 user-entered expenses
Children & Education $1,320 monthly · 2 user-entered expenses
Education CostsChildren identified; confirm whether tuition or additional education expenses apply.
Debt Payments $960 monthly · 2 linked obligations
Personal & Entertainment $860 monthly · 3 user-entered expenses
Other Expenses $375 monthly · 1 user-entered expense
MAX
MAX Recognized
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