Document all marital assets and debts in one place before your consultation. A complete picture helps your attorney work faster — and helps you.
Printable Live totals No data saved
How to use this worksheet: Work through each section and enter your best estimates — exact figures are not required at this stage. For each asset, note whether it is jointly owned, belongs to you, or belongs to your spouse, and whether it was acquired during the marriage or before. When you are done, use the print button to bring a copy to your consultation. Nothing you enter here is stored or transmitted.
Concerned your spouse may be hiding assets?
Complete the Hidden Asset Risk Assessment first — then use this worksheet to document what you do know. Your attorney can investigate the gaps.
Total Assets
$0
Total Debts
$0
Net Estate
$0
Items Entered
0
Real Estate
$0
Property / Description
Est. Value
Mortgage Owed
Ownership
Acquired
Equity
Subtotal — Real Estate
$0
Bank & Financial Accounts
$0
Account / Institution
Balance
Ownership
Acquired
Value
Subtotal — Bank & Financial Accounts
$0
Retirement Accounts
$0
Account / Type (401k, IRA, Pension…)
Total Value
Marital Portion
Ownership
Acquired
Marital Value
Subtotal — Retirement Accounts
$0
Investment & Brokerage Accounts
$0
Account / Institution
Current Value
Ownership
Acquired
Value
Subtotal — Investments
$0
Vehicles
$0
Year / Make / Model
Est. Value
Loan Owed
Ownership
Acquired
Equity
Subtotal — Vehicles
$0
Business Interests
$0
Business Name / Type
Est. Value
Ownership
Acquired
Value
Subtotal — Business Interests
$0
Personal Property & Valuables
$0
Description (jewellery, art, collections…)
Est. Value
Ownership
Acquired
Value
Subtotal — Personal Property
$0
Other Debts
$0
Do not include mortgage or vehicle loans here — those are already captured above.
Creditor / Description
Balance Owed
Responsibility
Incurred
Amount
Subtotal — Other Debts
$0
Notes for Your Attorney
Ready to estimate how assets might be divided?
Use your totals above in the Property Division Estimator to see an estimated range of what a Massachusetts court might award.
Learn More About Property Division in Massachusetts