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Assets Plus - Financial Affidavits and Net Worth
Software Which Informs Users When a Settlement Is Not Tax Smart and
Takes the Guesswork Out of Financial Planning for Divorce.
FinPlan Assets Plus only releases updates when there are substantial changes to the software. Nominal changes are updated with a downloadable patch. This software creates financial affidavits with the options of a national version and three state-specific modules. The state-specific modules include Connecticut, Florida and New York.
Why Assets Plus
Assets Plus goes beyond simply creating basic financial affidavits, but rather translates results into understandable reports including charts and graphs. Each version shows a detailed summary of general information, income, deductions, assets, liabilities and expenses. State-specific versions print and customize court-required affidavits. Quickly find the net worth of your clients and determine immediately the best way to represent them. Enter data for the other party and compare affidavits to reveal any discrepancies between the parties. Import accurate tax data from Divorce Planner to Assets Plus.
Available States
Find what states are available for Assets Plus, including links to sample reports, online input web forms and downloadable patch updates.
Sample Reports
Flash Demo
FinPlan Assets Plus®: (Easy as 1, 2, 3--enter case facts, assign ownership, print reports and worksheets)
  • Enter case facts - Easy menus with click on options offer the entry of any number of case facts to build the financial affidavit. Use a supplied Excel worksheet to provide your client for entering their own data and seamlessly import data for easy editing as needed. Or, soon you will have the option of having the client fill out the information in any web browser (including a smart phone or tablet) and send the encrypted secure file through your own secure email address
  • Assign Ownership - Quickly identify whether the party owns their assets or is responsbile for their liabilities
  • Print reports and worksheets - Print a standard financial affidavit for the national version (exportable to Word/Excel for customization). In the state-specific versions available, print the state-required affidavits/net worth statements, etc.
  • Compare both parties' affidavits side by side to look for and identify any discrepancies.
  • Automatically update the value of all stock and mutual fund shares with up to the day share pricing (only ticker symbol and number of shares needed)
  • Contact Thomson Reuters for any questions on data entry, technical issues, and one on one WebEx training options as part of your subscription
Unique Features
See why so many family law professionals rely on Assets Plus with quick and accurate results for settling family law matters relating to divorce and child support.
Online Help
See the power behind FinPlan Assets Plus by reading the Online Help.
Flash Demo
Learn quickly on how to use the FinPlan Assets Plus software by viewing a flash demo tutorial.
Technical Support
The FinPlan application family uses Microsoft Office Runtime 2002 and/or 2010 32bit. Microsoft currently does not allow MS Office 32bit and MS Office 64bit to function together. This application currently does not support the 64bit version of Office installed. It will support Vista, Windows 7 and Windows 8 Operating systems for both 32bit and 64bit. But will not support the co-existence of 64bit Office with a 32bit Office Runtime.
Cite As
The official citation style for citing FinPlan is: FinPlan Assets Plus for {State} (Thomson Reuters, version 20XX.X) (Software). Replace {State} with the state for which the software is being cited. Use US for the National version. Replace the X's with the version number. The version number can be found in the Help/About screen on the software.
To ORDER, please contact your Rep or call 1-800-344-5009 / 1-800-762-5272 Westlaw/Practitioner

More Information
FinPlan software is a suite of family law calculators offered in several states, that aid in calculating after-tax cash availability and planning, financial affidavits, marital property distribution and commonly used calculations, such as Pensions, Retirement, Present and Future Value, and Alimony Recapture. Click below to learn more about the software and find answers to frequently asked questions.
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