Our mission is to enable legal advisors, their clients, and individuals to move into the next stage of life with the right technology for the greatest impact.
Clients can enter data online. The following financial affidavits are available:
California Income & Expense and Asset & Debt Disclosures
Colorado Sworn Financial Statement
Connecticut Affidavit
Florida Affidavit
Illinois Financial Disclosure
Maryland Financial Statement CC-DR-031
Massachusetts Form 301 (Rule 401)
Michigan Financial Statement
Minnesota Financial Disclosure Statement
New Jersey Case Information Statement
New York Net Worth Statement
Ohio State Financial Affidavit
Pennsylvania Inventory Statement
Child and spousal support calculations
Clients can enter data online.
Available in California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania Rhode Island, Texas, Virginia, and Washington.
Client electronic data entry
You send client a link to get started
Client logs in to our secure portal online
Client lets you know they are ready
You log in and open client’s file
Asset division between the parties
Show how far from target allocation (50/50, 60/40, any allocation)
Only Family Law Software has after-tax property division also
Instant answers to critical client questions
What’s my new bottom line after support and taxes?
How much does support change if my spouse earns more?
Who should claim exemptions for the children? (This still matters!)
How much spousal support do I need to cover expenses?
Child support arrears calculations
Repeating and 1-time payment amount
Varying interest rates
Interest-first, principle-first, or current-first
Summary report
Detail report
Defined benefit pension valuation
Straightforward data entry
Actuarially accurate and precise result
Detailed audit trail
Use standard mortality table or any of nine others.
Financial projections
Project after-tax net up to 50 Years
Project net worth up to 50 Years
You pick projection duration
Extensive back-up detail
Over 50 reports and graphs let you drill down to line item detail on cash flows and net worth.
Unlimited tech support
Callers leave voicemail.
E-mailers send messages.
Both go into the same queue.
We prioritize to handle urgent matters first.
We call back or send e-mail replies with step-by-step images.
Better tech support service for you.
Desktop and cloud editions
Desktop software for PC and Mac.
Cloud Edition
Work from anywhere.
Work on any device, including iPad and phones.
No worrying about file locations.
Always current – no need to update.
Upload client files from desktop to cloud.
Download client files from cloud to desktop.
Full Refund for Three Months
No risk to give it a try.
Easy cancellation – just e-mail us.
We can make this offer because our product speaks for itself!