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FEATURES
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COLORADO
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NON-COLORADO
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| Common Law States’ Requirements |
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| Community Property States’ Requirements |
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| Real Time Asset/Debt Values Sync |
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| Scenarios Summary |
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List all Scenarios with key totals and Equalization Payment
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Final Proposal
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Proposal by
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Total Allocated Marital/Community for Each Party
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% Allocated Marital/Community for Each Party
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Total Marital/Community Unallocated
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% Marital/Community Unallocated
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Equalize by %
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Equalize by Marital/Community only or Include Separate
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Equalization Payment
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Formatting if Not All Allocated
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Add New Scenario
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Copy Scenario
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Delete Scenario
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Preview Scenario Report
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Download Primary Report
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Compare Scenarios
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| Scenarios |
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Scenario Nickname
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Proposal by
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Final Proposal
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Copy Scenario
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Preview Scenario Report
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Download Primary Report
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Real Time Asset/Debt Values Sync
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Assets Panel, by Asset Type
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Asset Item Allocation Done Tracking
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Asset Type Allocation Done Tracking
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Task Panel
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Marital Asset Equity Allocations
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Unsecured Debt Allocations
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Task Next Navigation
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Task Select Navigation
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Allocation Options
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Allocation Fully
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Split: Half & Half
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Split: Percentage
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Split: Specify Amount
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Equalization Options
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By 50/50 or Different Percentages
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By Marital, or By Marital + Separate
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Auto Calculations in User Interface
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Marital/Community Amount Totals for Client & Other Party
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All Amount Totals for Client & Other Party
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Equalization Payment
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Total Amount Unallocated
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Asset Item More Info
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Show/Hide Options for Valuation Source and Date
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Add Comments
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Show/Hide Comments
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| Generate Primary Asset Distribution Excel Report |
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Editable Excel Report
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All Asset and Debt Items by Asset Type
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Loans against Asset items
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Valuation Source and Date if show
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Comments if exist and show
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Market Value, Debt, Marital/Community Equity
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Excel Formulas
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Marital/Community Allocations
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Separate Property Amounts
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Asset Type Sub-Totals
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Net Totals
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Equalize by
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Equalization Payment
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Percentages of Marital/Community to Separate
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Parties’ Percentages of Marital/Community
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Parties’ Percentages of All Property
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Formatting: Frozen repeating headers, print area, footer
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| Preview Scenario Report |
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Pop up Preview
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All Asset and Debt Items by Asset Type
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Marital/Community Equity
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Marital/Community Allocations
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Separate Property Amounts
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Asset Type Sub-Totals
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Net Totals
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Equalize by
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Equalization Payment
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Percentages of Marital/Community to Separate
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Parties’ Percentages of Marital/Community
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Parties’ Percentages of All Property
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| Generate Client Scenario Comparison Excel Report |
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| Generate Compare Parties’ Proposals Excel Report |
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| Report Options |
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Primary, Client Scenario, Compare Parties
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Scenario Comparisons
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Select and Order Scenarios
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Only Different Allocations
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All Asset and Debt Items
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Separate Property Show/Hide
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Unallocated Formating
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