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Separation Financial Disclosure Checklist

Organize financial information by record type and keep track of missing periods, balances or supporting documents. The checklist is a general inventory, not a BC financial statement, a legal disclosure demand or a calculation of support or property rights.

For someone preparing financial information for a separation or divorce consultation.

1.Review the financial record categories.
2.Mark collected, outstanding or not applicable.
3.Export an inventory and ask about the correct forms and periods.

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Collected: 0 / 11 applicable entries

These are inventory prompts, not mandatory disclosure requirements. Confirm the correct periods and forms.

Employment incomePay, benefits and employment information

Tax documentsReturns, assessments and missing years to confirm

Bank statementsComplete statements and account inventory

InvestmentsStatements, holdings and source records

Real estateTitle, purchase and valuation records

MortgagesMortgage statements and terms

Credit cardsStatements and current balances

Other debtsLoans, guarantees and supporting agreements

Business interestsOwnership and business financial records

Pensions and registered accountsPension, RRSP and other registered account information

Major assetsAsset inventory and available supporting records

General preparation only, not legal advice. Requirements vary by jurisdiction, court, issue and circumstances. Check current official guidance and get qualified advice. If there is immediate danger, seek emergency help when safe; organizing records can wait.

Common questions

Do I need an account or payment?

No. Complete the basic tool, generate a result and print or download it for free. Account saving is optional and uses the existing SeraCase trial or subscription.

Are my answers sent to an AI model?

No. These tools use deterministic templates in your browser. Inputs are not sent to a model. A result is uploaded only if you explicitly save it to a selected case.

Does this replace BC forms or legal advice?

No. Requirements depend on the court, jurisdiction and issues. This is a preparation aid, not a legal form, disclosure ruling, parenting agreement or admissibility decision.

Can I return to my result after signing up?

With your permission, a result can stay in this browser tab for up to 24 hours. Download a backup, particularly if an email confirmation link opens in a new tab. You can clear the retained draft at any time.

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Official information

Canada and BC context is provided for preparation. Check local guidance for your circumstances. Source links do not imply official endorsement.