Powerful — and remarkably easy.
The Equitable Apportionment Worksheet provides an easy-to-use tool for listing and dividing marital assets and debts — with the equity in each asset calculated automatically.
Users enter a listing of the parties' assets, their values, and any liens. Marital debts can also be listed. The Worksheet then automatically calculates the equity in each asset.
With a simple click, the user can assign an asset to a spouse, instantly updating each spouse's column with the correct value and adjusting the running total and percentage at the bottom. Assets can be split into any percentage, with values appearing in both spouses' columns automatically.
Use the Target function to divide a specific asset — such as a 401(k) — to achieve an overall division of the estate. Tell the Worksheet you want a 53%/47% split, and it calculates how much of the asset to allocate to reach that target. The Worksheet handles, from listing to final division:
- Listing of the parties' assets, values, and any liens
- Listing of marital debts alongside assets
- Equity in each asset, calculated automatically
- One-click assignment of an asset to a spouse
- Splitting of any asset into any percentage between the parties
- Running total and percentage that update in real time
- The Target function, dividing a specific asset to reach an overall split
- Export of the full table to a Word document for orders and pleadings
From arguing the list to negotiating the split.
Asset division is rarely a clean exercise — houses come encumbered, retirement accounts may be partly premarital, debts attach unevenly, and the parties' lists of what is "marital" rarely line up on the first try.
The Worksheet was designed to absorb that messiness without losing the running picture — values, equities, and totals all stay current as items are entered, reassigned, and split. The Equitable Apportionment Worksheet allows allocation between the parties by click-a-button.
Practitioners who have used the Worksheet through a long mediation describe the same shift in mood: once the numbers are on screen and the percentages move in real time, the conversation changes from arguing over the list to negotiating over the split. The Target function carries that further, finding the exact allocation of a single asset that will land the overall division at whatever percentage the parties agree to. What used to require a yellow pad and a pocket calculator now happens in the time it takes to retype a number.