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

How Infera Fills the Affidavit from Your Documents

When you upload pay stubs, tax returns, and bank or credit card statements to a matter, Infera reads them and fills in the affidavit's income, expenses, assets, and liabilities for you. Two details are worth knowing:

• Income is grouped by employer, even when the name is written differently. If the same business shows up with slightly different formatting across documents — "Acme LLC" on one pay stub, "Acme, LLC" on a W-2, "Acme" on a tax return — Infera recognizes it as a single employer and consolidates the income under one line, instead of showing what looks like several separate jobs.
• Credit card statements produce both a liability and an expense. The card's outstanding balance is listed as a liability, and the monthly payment toward the card is picked up separately as a Creditors expense. Each payment appears on its own line — labeled with the card issuer and the payment date — rather than being merged into a single creditors total, so you can see exactly which card each payment went to.

You can review, edit, or remove any line Infera adds.

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.

Official Court Forms

For supported states, Infera fills your data directly onto the official state court form instead of a generic layout.

• Florida matters automatically use the official Florida Family Law Financial Affidavit — the short form (12.902(b)) for gross annual income under $50,000, or the long form (12.902(c)) at or above it — selected for you based on the income you've entered.

Matters in other states currently export to Infera's standard financial affidavit layout. We're adding more official state forms over time.

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