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Financial Affidavits

Create and manage financial affidavits directly within Infera.

What is a Financial Affidavit?

A financial affidavit is a sworn statement of a person's financial situation, commonly required in:

  • Divorce proceedings
  • Child support cases
  • Alimony determinations
  • Other family law matters

Infera helps you create these documents efficiently by:

  • Providing structured forms for all required information
  • Calculating totals automatically
  • Generating court-ready PDF documents
  • Storing affidavits securely with your other case documents

Getting Started

To create a financial affidavit:

  1. Navigate to the matter
  2. Click Financial Affidavit in the matter sidebar
  3. Click Add Financial Affidavit
  4. Begin entering information

See Creating an Affidavit for detailed instructions.

Affidavit Sections

A typical financial affidavit includes:

Personal Information

  • Name, address, contact information
  • Employment details
  • Dependents

Income

  • Salary and wages
  • Bonuses and commissions
  • Self-employment income
  • Investment income
  • Other income sources

Expenses

  • Housing costs
  • Utilities
  • Transportation
  • Insurance
  • Medical expenses
  • Child-related expenses
  • Debt payments

Assets

  • Real estate
  • Vehicles
  • Bank accounts
  • Investments
  • Retirement accounts
  • Personal property

Liabilities

  • Mortgages
  • Car loans
  • Credit cards
  • Student loans
  • Other debts

Automatic Calculations

Infera automatically calculates:

  • Total monthly income
  • Total monthly expenses
  • Net monthly cash flow
  • Total assets
  • Total liabilities
  • Net worth

These calculations update in real-time as you enter data.

Saving Progress

Your work is automatically saved as you go. You can:

  • Close the affidavit and return later
  • Work on multiple affidavits simultaneously
  • See when the affidavit was last modified

Exporting

When complete, export the affidavit to PDF. See Exporting Affidavits for details.

Best Practices

  • Gather documents first - Have pay stubs, bank statements, and bills ready
  • Be thorough - Include all income and expenses, even small ones
  • Double-check calculations - Verify the auto-calculated totals
  • Update regularly - Financial situations change; keep affidavits current

Streamline family law discovery with Infera