Creating a Financial Affidavit

Step-by-step guide to creating a financial affidavit in Infera.

Starting a New Affidavit

1. Navigate to the matter
2. Click Financial Affidavit in the matter sidebar
3. Click Add Financial Affidavit
4. Enter a name for the affidavit (e.g., "Smith Financial Affidavit - January 2024")
5. Click Create

Entering Personal Information

The first section collects basic information:

1. Full Legal Name - As it appears on legal documents
2. Date of Birth - Used for age calculations
3. Social Security Number - Last 4 digits only (optional)
4. Current Address - Full mailing address
5. Phone Number - Primary contact number
6. Email Address - For correspondence
7. Employer - Current employer name and address
8. Occupation - Job title or profession

Entering Income

Add all sources of income:

Employment Income

1. Click Add Income Source
2. Select Employment
3. Enter:
   • Gross monthly salary
   • Pay frequency (weekly, bi-weekly, monthly)
   • Overtime (if applicable)
   • Bonuses and commissions

Other Income

Add additional income sources:

• Self-employment income
• Rental income
• Investment dividends
• Social Security benefits
• Pension or retirement income
• Alimony received
• Child support received
• Any other regular income

For each source, enter the monthly amount and provide documentation if available.

Entering Expenses

List all monthly expenses:

Housing

• Rent or mortgage payment
• Property taxes
• Homeowner's/renter's insurance
• HOA fees
• Maintenance and repairs

Utilities

• Electric
• Gas
• Water and sewer
• Trash
• Internet and cable
• Phone

Transportation

• Car payment
• Car insurance
• Gas and fuel
• Maintenance
• Public transportation

Insurance

• Health insurance
• Life insurance
• Disability insurance

Medical

• Doctor visits
• Prescriptions
• Dental care
• Vision care
• Therapy

Children

• Childcare/daycare
• School tuition
• School supplies
• Extracurricular activities
• Clothing

Debt Payments

• Credit card minimum payments
• Student loan payments
• Personal loan payments

Other

• Groceries
• Clothing
• Entertainment
• Personal care
• Gifts
• Charitable donations

Entering Assets

List all assets with current values:

Real Estate

• Primary residence
• Vacation property
• Rental property
• Land

Vehicles

• Cars
• Motorcycles
• Boats
• RVs

Financial Accounts

• Checking accounts
• Savings accounts
• Money market accounts
• CDs

Investments

• Stocks
• Bonds
• Mutual funds
• Brokerage accounts

Retirement

• 401(k)
• IRA
• Pension value
• Other retirement accounts

Personal Property

• Jewelry
• Art and collectibles
• Furniture
• Electronics

Entering Liabilities

List all debts:

• Mortgage balance
• Home equity loans
• Car loans
• Student loans
• Credit card balances
• Personal loans
• Medical debt
• Tax debt
• Other obligations

Review and Verify

Before finalizing:

1. Click Review to see a summary
2. Verify all calculations are correct
3. Check for missing information
4. Ensure all amounts are accurate

Saving the Affidavit

The affidavit saves automatically, but you can also:

• Click Save to force a save
• Click Save as Draft to mark it as incomplete
• Click Finalize when ready to export

Next Steps

Once complete, export the affidavit to PDF for filing with the court. In Florida matters, Infera fills your data directly onto the official Florida Family Law Financial Affidavit and automatically picks the short or long form based on the income you entered — see Official Court Forms.