Before you start, here's what to expect.
ClearSplit walks both sides through divorce financial disclosure in plain English. Setting up the matter takes about a minute; end to end is roughly 30–45 minutes once your statements are ready — most of that is uploading PDFs, not typing. The five steps below go from creating a workspace to a counsel-ready settlement record.
What to gather before you log in
Have these ready (PDF or CSV is fine — whatever your bank gives you):
Bank & credit-card statements
Last 12 months, every account either party owns. Most banks have a "Download statement" link on the account dashboard — grab the PDF or CSV.
Retirement & brokerage statements
Most recent statement for every 401(k), IRA, brokerage, and pension. Plus the closest statement to the date of separation.
Tax returns
Federal returns for the last 3 years. PDF works fine.
Pay stubs
Last 3 pay periods for both parties. We use these to confirm what your bank statements already show.
Big-ticket items not on a statement
House appraisal or Zillow estimate, vehicle values, business interests. We'll prompt you for these when we're ready.
Email addresses for everyone
Your spouse, your spouse's attorney, your attorney. We'll send each person a secure link — no shared passwords.
The five steps you'll walk through
- Invite the other side. One link to the spouse, one to their attorney. They each get a secure email.
- Both sides upload their statements. Drop the PDFs in. ClearSplit reads every transaction, categorizes it, and flags large cash withdrawals or missing months.
- We fill in the rest automatically. Income, expenses, transfers, suspicious activity — surfaced without you typing a single number.
- Review the proposed split. One screen: total assets, total liabilities, what each side gets, and the equalization payment that balances things 50/50.
- Generate the Marital Settlement Agreement. Court header, articles, schedules — all linked to the financial picture above. Print, sign, file.