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Creating a Financial Affidavit
Step-by-step guide to creating a financial affidavit in Infera Law.
Starting a New Affidavit
- Navigate to the matter
- Click Financial Affidavit in the matter sidebar
- Click Add Financial Affidavit
- Enter a name for the affidavit (e.g., "Smith Financial Affidavit - January 2024")
- Click Create
Entering Personal Information
The first section collects basic information:
- Full Legal Name - As it appears on legal documents
- Date of Birth - Used for age calculations
- Social Security Number - Last 4 digits only (optional)
- Current Address - Full mailing address
- Phone Number - Primary contact number
- Email Address - For correspondence
- Employer - Current employer name and address
- Occupation - Job title or profession
Entering Income
Add all sources of income:
Employment Income
- Click Add Income Source
- Select Employment
- 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
Contingent Assets
Assets that depend on a future event (such as a pending lawsuit settlement) are entered separately as Contingent Assets. Check Requesting to be awarded on an item if you're asking the court to award it to you.
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
For each liability, check Requesting to be responsible for if you're asking the court to make you the responsible party for that debt.
Contingent Liabilities
Debts that depend on a future event are entered separately as Contingent Liabilities. As with other liabilities, check Requesting to be responsible for if you're asking the court to assign that debt to you.
Review and Verify
Before finalizing:
- Click Review to see a summary
- Verify all calculations are correct
- Check for missing information
- 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 Law 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.