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Assets Plus - Unique Features
Software Which Informs Users When a Settlement Is Not Tax Smart and
Takes the Guesswork Out of Financial Planning for Divorce.
UNIQUE FEATURES
Accurate Reports and Calculations
  • Present highly simplified finacial affidavits to clients, opposing parties and courts
  • Graphs and Charts assist in identifying proportionate values
  • Divorce Planner exports accurate tax data and other relevant case facts to Assets Plus to reduce keystroke duplication
  • There are 3 states where state-specific affidavits and net worth statements are created. All other states may use the national version and print to Word/Excel to customize as needed
  • Side by side reports compare both parties financial affidavits to reveal discrepancies
  • Automatically update stock/mutual fund share pricing current to the day using just the number of shares and a ticker symbol.
Getting Assistance
  • Assets Plus provides an On-Screen Help option which provides instant answers to family law questions, plus includes links to Westlaw and WestlawNext to all related statutes. Quickly find out if laws are changing or understand how they impact your client's case
  • Free WebEx/telephone training offered - sit at your own PC in the comfort of your office to learn how to use this software
  • Use our Reference Attorneys to ask questions on how to enter data as part of your subscription
  • If you have technical support issues, feel free to call anytime for their assistance
Navigation
  • Easy to use point & click menus
  • An always available directory tree with step by step navigation to quickly enter, assign and print client affidavits, charts, graphs or comparison reports
  • Navigate with the directory tree or screen menu
  • All standard reports can be exported to MS Word or Excel
Case Entry Options
  • There are printable input worksheets available from within the software to fill out in more remote locations
  • There is an Excel spreadsheet file that can be sent to clients to fill out and send the file back for seamless importing
  • Enter data with the client directly on the computer
  • Clients may soon enter case facts on any web browser and send a secure and encrypted file to any email address (this includes smart phones and tablets). Simply click on the option in the software and send a pre-texted email to your client or use your own method to send the link to the online worksheet. Then import the file seemlessly to begin working through settlement solutions to fit your client's needs (coming soon)
Sharing Files With Others
  • Import data from previous years without losing the data entered and calculated in the previous year's versions
  • Send and receive case facts between other Assets Plus users or computers
  • Import web-based worksheets (coming soon) via an attached encrypted email file saved to your computer
  • Store your data file on the network for staff to access and update case files
  • Import accurate tax data and other case facts to Assets Plus from Divorce Planner (another FinPlan title that works through tax consequences and child support)
  • Print all reports and worksheets to PDF. A free PDF writer is included with every install disc. Use for your other software as well
Update Notifications (coming soon)
  • Assets Plus automatically let's you know if your software is not current. Upon launching the software, a notification is provided letting you know what the update is for with a link to download site and more detailed instructions. It will also provide note alerts that may impact your decision-making for the state you subscribe to. Feel comfort knowing that each time you launch your software it will make sure you have the latest updates and information for your subscribed state before you start working on a case
Other FinPlan Titles to Complete the Suite of Family Law Calculators
  • Divorce Planner (includes 42 states, plus court-appoved child support worksheets for 16 states) Guideline child support is automatically calculated for: CO, CT, FL, GA, IL, KY, MA, MD, MN, MS, NY, OH, OR, PA, VA, WI
  • Divorce Planner (Regional Versions). There are select regional versions of Divorce Planner that provide child support worksheets for bordering states including accurate state tax to each bordering state. They include: CT/NY and MD/VA/DC
  • Assets Plus will assist in creating financial affidavits for all states and court-approved affidavits for CT, FL and NY. Automatically update stock/mutual fund share pricing current to the day using just the number of shares and a ticker symbol. Import accurate tax data and other relative data from Divorce Planner to reduce keystroke duplication. Compare each party's affidavit for discrepancies
  • Equal Shares will assist in equitably dividing marital property. Watch a balancing graph while you're assigning values and ownership to each item. Quickly determine after-tax values based on a party's marginal tax rate. Data from Assets Plus is importable to reduce keystroke duplication
  • Divorce Math includes 16 commonly-used calculations which values pensions, estimates retirement income from a lump sum divorce settlement and uses present value features to evaluate equivalent monthly alimony or nontaxable payments from a lump sum property settlement. Also, with the option to purchase a license key to unlock two additional calculators for creating arrearage reports and a parenting schedule that identifies number of overnights and percentage of time to qualify for time-sharing reductions or increases in child support, with pre-set common schedules while printing the calendar to share with the client and opposing party
Software Requirements
  • Works on Windows XP or later. If you have a MAC with a Windows Virtual Machine installed, you may install the software on the Windows VM
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.
More about the FinPlan product line »