Excel workbook
Divorce Financial Organizer: Income, Budget, Assets and the CIS Attachments in One Workbook
Get your numbers together before you sit down with the Case Information Statement.
$29 one time · example and blank copies · download link by email
Who it is for
Anyone in a New Jersey divorce who has to complete a Case Information Statement, and the attorneys and mediators who help them.
Why it is different
- Built around what the NJ Case Information Statement asks for, with the form number and court rule named.
- Working formulas, a filled example for a fictional household and a blank copy.
- Never asks for Social Security or full account numbers.
What is inside
- Start Here. What it is, what not to type and the sources.
- Income. Every source, any pay frequency, turned into monthly and yearly.
- Budget. Shelter, transportation and personal expenses, during the marriage and now.
- Assets and Debts. Each item, who it's titled to, value, what's owed and the net.
- Attachments. Tax returns, W-2s, 1099s and pay stubs, ticked off.
- Summary. Monthly surplus or shortfall and net worth by owner.
Get it
Divorce Financial Organizer (New Jersey)
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. An organizer, not the court form and not legal or tax advice. Copy your numbers onto the current CIS from njcourts.gov and review them with your attorney. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
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