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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:
- Navigate to the matter
- Click Financial Affidavit in the matter sidebar
- Click Add Financial Affidavit
- 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