Separate

Property

Community

Property

Marital Accounting

Protect your assets & secure your future with expert financial tracing! Don't let the complexity of divorce finances cast a shadow on what you've built.

Why Tracing Matters

Tracing is important because it:

Tracks separate property funds brought into the marriage

Identifies the sources of funds for acquisitions, day-to-day life and one-off expenses

Provides clarity to all parties regarding financial issues during divorce

What is Tracing?

Tracing is the process of identifying and following the path of funds over time to determine their original source. This is critical in divorce cases when separate and community property have been commingled (mixed together in shared accounts, used for joint purchases, etc).

Why Do I Need a Tracing?

Imagine entering marriage with $1 million cash of separate property that is later mixed with community property. Over time, part of the money is used to buy assets or pay expenses during the marriage. Assume that the same bank account has $1 million.

Logic might suggest one of the following options:

The $1 million should be separate property.
The assets purchased should be separate property.
The expenses paid for should be reimbursed.

Since none of the options above are reliable methods,

a tracing will help preserve the maximum amount of separate property possible.

Options

When dividing assets in divorce, there are typically two options:

Split everything 50/50 – Simple, but you might lose part of what was originally yours.

Trace your separate property first – Get what’s rightfully yours before dividing what’s left

Our Services

Marital & Separate Property Tracing

Identify separate vs. community property

Trace funds used for investments, real estate purchases, or large expenses

Apply proven tracing methods to reconstruct financial flows

Review bank statements, investment accounts, and transactions

Document Management

Keep track of accounts

Retention of documents

Can easily provide documents

Ensure critical records are securely stored and never forgotten, with automated backups.

Financial Consultation

Consulting regarding status of separate property

Consulting regarding strategy to maximize separate property

Highlight the financial and relational expenses, such as

Signaling distrust in partnerships

Who We Help

We help individuals protect their financial interests during divorce, provide attorneys with expert analysis, assist couples with prenups in tracking separate property, and support high-net-worth individuals in managing assets. Our focus is on delivering clarity, transparency, and protection.