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FOR INDIVIDUALS AND LEGAL PROFESSIONALS

When should I fill out my Statement of Net Worth?

Many clients share that filling out the Statement of Net Worth can be overwhelming. However, it is understandable because few people have their pulse on every expense and the value of taxable accounts, retirement, real estate, and debts. Therefore, be sure to start filling out this information as soon as possible. Some states have regulations regarding the time when these documents are required to be shared with the other party. In all scenarios, whether when mediating or going to court, having this information ready and updated will prevent delays and wasted time and expenses.

Join Us for a Test Drive of MY SNW

We can do a phone call, Zoom or Google Meet to show you how MY SNW simlifies this task and answer any questions

“Simplicity came not by ignoring complexity, but by conquering it.” – Steve Jobs

Individuals

Let’s discuss how we can assist you to be able to gather, organize and share your data properly with your legal professional.

Legal Professionals

Let’s discuss how you can provide an incredible and flexible SNW to better organize all data while also fulfilling the State Legal Form requirements.

 

“My lawyer helped me change my financial affidavit based on some of the info found only in the MY SNW software. It saved me over $4,500!”

“I was looking to have a better understanding of how my financial affidavit would affect my divorce. MY Statement of Net Worth did not disappoint.”

“I found the software offers a much more thorough view of assets, and liabilities than the basic legal form I was filling out.”

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