CANADIAN SEPARATION & DIVORCE FINANCIAL DISCLOSURE ORGANIZER
Separation and divorce can involve considerable paperwork, financial information, correspondence, and unanswered questions. This organizer provides one practical place to bring that information together before and during discussions with your family lawyer.
This resource helps you record important dates, gather financial documents, track communications, and prepare questions for professional advice.
The simple Home menu, clearly labelled sections, and soft cream entry cells make it easy to work through the information at your own pace.
WHAT YOU RECEIVE
• An editable Excel workbook with 19 tabs
• 10 organized digital folders for saving your actual documents
• Automatic working totals and expense conversions
• Financial disclosure checklist and document register
• Communication, meeting, and follow-up logs
• Instructions and fictional worked examples
• One ZIP download containing the complete package
WHAT EACH TAB INCLUDES
START HERE: A simple Home menu with links to the main sections, three short getting-started steps, and access to the full instructions.
SUMMARY REVIEW: Annualized income entered for each party, your monthly expenses, listed current asset interests and liabilities, children’s net annual costs, and disclosure progress.
CASE SET UP: Record cohabitation, marriage or civil union, and separation dates; disputed dates and reconciliation periods; province or territory; court details; your lawyer; and any separate valuation dates confirmed by counsel.
FAMILY & CONTACTS: Organize details for the parties, children, dependants, lawyers, mediators, accountants, and other relevant contacts.
INCOME: Gather employment, bonuses, overtime, commissions, business and rental income, pensions, investments, benefits, support received, and other income. Enter the payment frequency to calculate an annualized working amount.
INCOME ADJUSTMENTS: Record potential adjustments, supporting figures, and questions for professional review. This section does not determine child-support guideline income.
MONTHLY EXPENSES: Record housing, utilities, food, transportation, health, children’s costs, payroll deductions, debt payments, professional fees, and other expenses. Convert different payment frequencies into a monthly amount and specify your share.
CHILDREN COSTS: Record annual childcare, health, education, activities, and other costs, together with insurance reimbursements, subsidies, and confirmed offsets.
ASSETS: List real estate, accounts, registered plans, pensions, investments, business interests, vehicles, valuables, digital assets, and foreign assets. Record values at different relevant dates and identify supporting records.
DEBTS: Organize mortgages, loans, credit cards, credit lines, taxes owing, guarantees, and other liabilities, including joint or disputed obligations.
BUSINESS & TRUSTS: Collect supporting details for businesses, rental properties, partnerships, and trusts, including ownership, income, benefits, available records, and accountant contacts.
PROPERTY HISTORY: Record gifts, inheritances, property owned before the relationship, transfers, sales, withdrawals, and supporting documents for your lawyer to assess.
SUPPORT & PAYMENTS: Keep a dated record of support payments and reimbursements made or received, the periods covered, and related agreements or orders.
DISCLOSURE: Track requested financial records, relevant years, deadlines, missing documents, and when materials were received and provided to counsel.
COMMUNICATIONS: Log calls, emails, meetings, information received, instructions, and follow-up matters.
LAWYER MEETINGS: Collect questions, relevant documents, advice as you understood it, assigned tasks, and confirmed deadlines.
COURT & AGREEMENTS: Track court appearances, mediation, proposals, signed agreements, orders, and deadlines, with their sources and confirmation details.
DOCUMENT REGISTER: Record filenames, storage locations, sources, versions, and when documents were shared. Add optional file links in Excel.
RESOURCES: Find official Canadian starting points and a directory covering all provinces and territories to help locate relevant local information.
FOLDERS FOR YOUR DOCUMENTS
• Income and tax records
• Bank, investment, and pension records
• Property and valuations
• Debts and liabilities
• Business, rental, and trust records
• Children’s expenses and support
• Agreements and court documents
• Correspondence and meeting notes
• Disclosure sent to counsel
• Workbook backups
HOW TO USE
Download and unzip the package.
Open the Excel workbook and begin with Start Here.
Enter the information you know in Case Setup.
Complete the sections that apply, identifying estimates and unknown information.
Save your documents in the matching folders and record their locations.
Review outstanding questions and disclosure requests with your lawyer.
Keep a separate protected backup.
IMPORTANT INFORMATION
Designed as an English-language preparation and record-keeping resource for use across Canada. Requirements differ by province, territory, relationship, and case. Your lawyer must confirm the applicable forms, disclosure, valuation dates, and deadlines.
This is not an official court financial statement or legal, tax, or financial advice. It does not calculate support entitlement, equalization, or a legally binding property division.
Amounts are entered in Canadian dollars. Desktop Microsoft Excel is recommended and is not included. This is a digital product; no physical item is supplied. The folders are stored on your own device and do not include encryption, online storage, or automatic backups.
Taxes included.
