Benefits For You

See and Use the Online Form

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  • Use the online link and let your client fill in the form directly. Reduce or eliminate hours of wasted data entry time.
  • Automatic calculations. Every required total, subtotal, net figure, asset list, and liability list is done for you automatically. Changes in any number triggers a form wide instant recalculation.
  • Third Party Ownership of Assets/Liabilities. Easily add a third-party owner or debtor. Client owns house with his mother? Dad co-signed for a credit card or loan?
  • Tabbed outline to move around the form faster and easier.

Here is what the online form looks like to your clients.  The version you will see and use has a few extra questions/fields for things like the county/jurisdiction, case type, and case number, and client’s role.

You can see and enter information in the form just like you and your can when actually using it in your practice.

For technical reasons, the assembled forms cannot be printed on this site. A free trial account and subscription is required.

Click Here to See and Use The Online Income and Property Inventory

Click Here to See and Use The Online Expense Statement

Click Here to See and Use The Online Expense Statement (High Income)

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