Prepare financial disclosure for your divorce consultation
Financial disclosure brings together information about your assets, liabilities, income and monthly needs, with records supporting the figures. Hugh Raichlin Attorneys' free planner helps you organise that information and prepare an unsigned draft to discuss with an attorney. Your attorney should confirm the applicable form and process for your court and matter.
An organiser for your own preparation. It does not swear an affidavit, calculate legal deadlines, or file anything with a court.
Who the organiser helps
The Financial Disclosure module is for a person preparing their own information for a family-law consultation. It helps you gather and structure what you already know so a first discussion with an attorney can focus on the legal questions. It is not a practitioner client-management portal, and it does not replace advice on your particular matter.
What to gather
Collect records you lawfully hold. Where a figure is uncertain, mark it as unknown rather than guessing. Typical categories include:
- Property values and the loans secured against them.
- Bank and investment account records.
- Insurance and endowment policies.
- Business interests and company accounts.
- Pension and retirement-fund statements.
- Trust interests, where relevant.
- Income evidence such as payslips or trading records.
- Monthly household, personal and children's needs.
- Relevant financial changes (a recent sale, transfer or loan).
Official source reference
The planner's Financial Disclosure module is organised around the structure of the SAFLII Financial Disclosure Form, a publicly available South African family-law disclosure template. The planner prepares an unsigned draft for attorney review; it does not complete, swear or file that form, and the applicable prescribed form for your court and matter must be confirmed by your attorney.
View the SAFLII Financial Disclosure Form (opens in a new tab)
Source identification is for provenance only. The planner is not affiliated with SAFLII, and this reference does not assert that the linked template is the currently prescribed form for every court.
A structured picture of your finances
The planner separates your information into clear groups so the figures can be checked rather than presented as a single total.
| Group | What it covers | Why it matters |
|---|---|---|
| Assets & debts | Property, vehicles, investments, policies, loans and credit balances. | A whole asset's value may differ from the value of your own interest in it. |
| Annual income | Salary, business drawings, rental and other regular receipts. | A monthly take-home figure is not automatically a statutory annual calculation. |
| Monthly needs | Accommodation, food, transport, schooling, healthcare and household costs. | Current and planned expenses stay distinct; the tool does not infer legal shares. |
| Supporting documents | References to records that back each material figure. | Unknown is different from zero; an honest gap is more useful than a guessed number. |
The organiser records references to records you hold; it does not infer legal ownership shares or turn a monthly figure into a statutory annual calculation. Your attorney confirms what the figures mean for your matter.
How the tool works
- Start directly: open the Financial Disclosure module; there is no mandatory account or sign-up.
- Complete manageable sections: work through assets, debts, income and monthly needs at your own pace. All fields are optional.
- Mark unknown or N/A honestly: record a genuine gap rather than a convenient figure.
- Track records without uploads: note which document supports each figure. No documents are uploaded to the organiser.
- Review gaps and totals: see where information is missing before you discuss the draft.
- Print an unsigned draft: generate a readable summary to bring to an attorney for review.
Reusing work from the other modules
You can optionally carry checked copies from the planner's other tools into the Financial Disclosure module, so figures are not retyped. Current and planned expenses remain distinguishable, and the tool does not infer legal shares or convert a monthly take-home figure into a statutory annual calculation. Each section can still be edited independently after reuse.
Saving & privacy
- Guest access:Full guest access by default. In-tab entries are lost on refresh or close unless manually saved to an optional account or an encrypted backup is downloaded.
- Signing in:Signing in alone does not save your current tab, create representation, or send entries to HRA. The extension works locally; its accounts remain web-only.
- No delivery:No financial entries are sent to analytics or to the firm implicitly. Sharing is always your deliberate choice.
What follows preparation
After you have prepared a draft, the next steps are attorney review, gathering the correct supporting documents, and following the applicable signing, commissioning, exchange and filing process for your court. The app does not swear an affidavit, calculate legal deadlines or file anything. Your attorney should confirm the current prescribed form and procedure for your matter.
Important boundaries
The Financial Disclosure module is a preparation aid. It is not legal advice, does not establish an attorney-client relationship, and does not determine legal entitlement or the correct court form for every divorce.
No specific court-filing deadline, prescribed-form claim or outcome is stated here. Court requirements depend on the forum, stage and relief sought; an attorney should check the current requirements before you sign, exchange or file a prescribed document.
Frequently asked questions
Can I start with this module?
Yes. You can open the Financial Disclosure module directly without completing the other tools first. Optional reuse lets you carry figures across later if you wish.
Can I leave figures unknown?
Yes. Mark a figure as unknown or N/A honestly. An honest gap is more useful than a guessed number, and unknown is different from zero.
Are documents uploaded?
No. You record references to the documents that support each figure; no documents are uploaded to the organiser.
Is saving delivery to HRA?
No. Saving keeps your work in your browser or optional account. It does not send entries to Hugh Raichlin Attorneys or create representation.
Is the printout a completed court filing?
No. It is an unsigned draft for attorney review. Your attorney should confirm the applicable form and process for your court and matter.
Can I use it without an account?
Yes. Guest mode is the default. An account is optional only if you want to save named drafts across devices.
Prepare your disclosure or speak to an attorney
Use the free planner to organise your information, or contact Hugh Raichlin Attorneys in Norwood, Johannesburg to discuss your matter. Using the planner is optional and never a prerequisite to getting in touch.