A divorcing individual needs to trace commingled separate and community assets (RSUs, ESPP, brokerage, HSA) and perform a Moore/Marsden calculation but lacks cost transparency and efficient data preparation methods before hiring a forensic CPA.
No cost estimation tools or data prep utilities exist for complex asset tracing in divorce; individuals resort to manual CSV exports and guesswork to reduce CPA billable hours.
Workarounds Described
- spends a weekend exporting all transactions to CSVs and attempting to line up tracing manually
- gathers and organizes statements, grant documents, closing disclosures as PDFs without dedicated tool
Implied Software Gaps
- Automated transaction pre-tracing tool that categorizes commingled funds across multiple accounts
- Cost estimation calculator for forensic accounting services based on case specifics
DivorceTrace Prep & Cost Estimator
A web app that helps divorcing individuals pre-organize financial data for forensic CPAs by automatically flagging commingled transactions, generating tracing worksheets, and providing cost estimates based on case complexity. It reduces billable hours by letting users pre-categorize transactions and identify separate vs. community property, then generates a CPA-ready package.
- Automated transaction import from bank/brokerage CSV exports
- AI-powered commingling detection and pre-tracing suggestions
- Moore/Marsden calculator with scenario modeling
- Cost estimator based on account complexity and transaction volume
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