Private preparation tool
Prepare financial disclosure materials
Organize document categories, source checks and questions before completing or reviewing a financial statement. Do not enter account numbers, Social Security numbers or financial amounts. Nothing entered here is uploaded, transmitted or saved by this tool.
Preparation checks
Prepared checklist
Complete the fields to prepare a local financial-disclosure review checklist.
Important limits: This tool does not complete a court form, calculate income, expenses, support, maintenance, net worth or deadlines, decide what must be disclosed, redact identifiers, verify accuracy, sign or affirm a statement, exchange papers, file, serve, upload or send anything. The current official form, court instruction and qualified professional guidance control.
Stop and verify before relying on this checklist when
- The current form or exact instructions have not been confirmed.
- The required statement, supporting papers, exchange, service or filing steps are unclear.
- Income, tax, expense, asset, debt or other requested categories are incomplete.
- Records cover inconsistent periods, conflict with each other or depend on unverified estimates.
- Sensitive identifiers or privacy instructions have not been reviewed before sharing.
- A signature, affirmation, calculation or legal conclusion still requires a court, lawyer or other qualified reviewer.
New York Courts: Net Worth Statement
New York Courts: Contested Divorce Information and Forms
New York Courts: Important Information About Matrimonial Matters