Equitable Distribution

The marital balance sheet, drafted from the case file.
Every figure cited.

Open the ED tab on an organized case and the worksheet is already drafted. Nine sections. Cash and debts at date of filing, investments at current value, a citation on every figure. Anything that can't be traced is flagged, not filled.

Schedule a demo See how it works
9
worksheet sections
11
flag reasons
1
citation per filled figure
A drafted marital balance sheet: sections for cash, brokerage, retirement, automobiles, and liabilities, with Petitioner and Respondent columns, a citation chip on every filled value, one flagged row, and a settlement footer. ED worksheet · Smith vs. Smith DRAFT REF DESCRIPTION T PETITIONER RESPONDENT CASH IN BANKS 1 Chase Checking ··4821 CHASE-0042 p.3 J $9,102.25 $9,102.25 2 Citizens Savings ··2210 CITZ-0018 p.1 P $24,310.66 — STOCKS AND BROKERAGE ACCOUNTS 3 Fidelity Brokerage ··9440 FID-0112 p.4 R — $214,880.02 RETIREMENT ACCOUNTS 4 Vanguard 401(k) ··8836 VGRD-0071 p.2 P $96,412.77 — AUTOMOBILES — 2019 Honda Pilot Needs review TBD — — LIABILITIES / DEBTS / CREDIT CARDS 5 Amex ··3005 AMEX-0089 p.2 J ($4,455.69) ($4,455.68) Petitioner · 54% Respondent · 46% TO EQUALIZE · $23,704 · R → P 31 of 34 rows counted
The draft

Drafted from the inventory.

Statements, deeds, loans, and policies are already classified and extracted. Open the ED tab and the worksheet drafts itself: nine sections, one row per account, property, vehicle, policy, and business interest.

Multi-account statements fan out into one row per account. Business entities appear as headers with their bank accounts indented. Mortgages sit under their properties; loans sit under their retirement accounts.

The draft builds on the same pipeline that produces the inventory — classified documents, extracted fields, deduplicated accounts. See how it works.

Structure discovered from the documents
BUSINESS INTERESTS
JOYEUX MARKETING GROUP
Chase Business Checking ··1180 $32,118.09 CHASE-0107 p.1
REAL ESTATE
1424 Lakeview Dr
Mortgage — Wells Fargo ··9931 −$401,590.88 WF-0134 p.12
CASH IN BANKS
Morgan Stanley ··7734 $61,004.31 MS-0056 p.2
Morgan Stanley ··7742 $12,940.18 MS-0056 p.5
one statement, two accounts — fanned out, one row each
How it works

Draft. Review. Export.

Draft

1 — Draft

Open the ED tab on an organized case. Ordernize drafts the nine-section marital balance sheet from the case record: rows, values, titles, and a citation on every machine-filled figure.

Review

2 — Review

Work the flag queue. Every flag shows why the row needs attention, links to the evidence, and says in plain language what to enter. Confirm values, set titles (Petitioner / Respondent / Joint), exclude rows that don't belong.

Export

3 — Export

Download the .xlsx in the ED template — REF numbering, allocation formulas, section totals — stamped DRAFT until the last flag clears.

Traceability

Every figure traces to its source page

Every machine-filled value carries a citation: the document, its Bates number, the page, and the exact extracted field it came from. In the review screen, the citation is a click-to-source link that opens the underlying document. In the Excel export, it backs the REF column.

If a number can't be traced, it doesn't go in the worksheet.

A worksheet cell connected by a line back to a miniature source-document page, with the cited figure highlighted on the page. WORKSHEET ROW · REF 3 Fidelity Brokerage ··9440 $214,880.02 FID-0112 · p.4 field · accounts[0].ending_balance document · Bates · page · field FIDELITY INVESTMENTS Ending balance $214,880.02 FID-0112 · page 4
Every value carries its source: document, Bates number, page, and field — one click from the document.
Value semantics

Which value belongs in which column.

Cash and liabilities take the date-of-filing balance, from the statement that actually covers the filing date, not whichever one is closest. Stocks, brokerage, and retirement take the most current statement value.

If the covering statement is stale, or none spans the filing date, the row is flagged instead of filled.

Value policy by section
Cash in Banks date-of-filing balance
Liabilities / Debts / Credit Cards date-of-filing balance
Stocks and Brokerage Accounts current value
Retirement Accounts current value
Flagged Covering statement ends 12/31/2025 — filing date is 04/02/2026. Held for review, not filled.
The review queue

Flagged when it can't be sourced.

No statement covers the filing date, covering statement too stale, a vehicle that needs a market lookup, an unknown title: flagged. Flagged rows stay out of the totals until you resolve them.

Each flag shows why, links to the evidence, and says what to enter. Values you type in are labeled manual.

A review card for a flagged row: the reason it was flagged, a link to the evidence document, plain-language guidance, and a form to enter a value and note. Needs review — No covering statement WHY No statement covers 04/02/2026 — nearest ends 12/31/2025. WHERE CITZ-0031 · p.2 opens the evidence document WHAT TO DO No statement covers the filing date — request one or enter the filing-date balance manually. Filing-date balance Note (marked manual) Mark reviewed manual values are labeled manual — never dressed up as sourced
The review card: why the row is flagged, where the evidence is, and what to enter.
The settlement view

Live allocation, live totals.

Titles allocate each row to Petitioner, Respondent, or Joint. Totals compute live: marital total, each party's share, and the payment that equalizes a 50/50 split.

Only resolved, traceable rows count. The figure on screen is one you can defend.

Petitioner · 54% Respondent · 46%
To equalize · $23,704 · R → P
31 of 34 rows counted
Flagged rows stay out of the totals — the settlement figure only counts numbers you can trace.
The export

Exports into the Excel template you already use

A real .xlsx in the forensic accountant's ED template. Same sections and columns, REF numbering, allocation formulas, section totals. Liabilities carry their sign.

Until every flag is resolved, the export is stamped DRAFT with the case caption.

Working the analysis side? See Ordernize for forensic accountants.

ED worksheet export
EXCEL
ED-Worksheet_Smith-v-Smith.xlsx
Nine sections · REF numbering · allocation formulas · section totals
96 KB
DRAFT — Smith vs. Smith · until the last flag clears

More questions? The FAQ covers Equitable Distribution alongside the rest of the pipeline.

See it on a real case

Stop hand-building the balance sheet.

Bring a case. We'll draft the marital balance sheet from your documents and walk the flag queue. Contact within one business day.

Schedule a demo