Contents

Property division disclosure documents in Ontario

Property division disclosure documents in Ontario

Property files need more than income proof

Equalization and property division under the Family Law Act require documented values for assets and debts at relevant dates — marriage, separation, and valuation.

Property checklist items

Matrimonial home

  • Deed or title
  • Appraisal or comparative market analysis
  • Mortgage and HELOC statements
  • Property tax bills
  • Renovation receipts (if claimed)

Pensions and investments

  • Pension statement and formal valuation (FLA s. 67.2)
  • RRSP, TFSA, RESP statements
  • Non-registered investment accounts

Business interests

  • Corporate financial statements
  • Shareholder agreements
  • Business bank statements

Debts

  • Credit cards, lines of credit, loans
  • Tax liabilities

Organize before equalization

Complete property disclosure on a tracked checklist before running equalization in DivorceMate or ACL.

Download the Rule 13 checklist PDF · Start a free trial.

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What property documents are commonly collected?
Deeds, appraisals, mortgage statements, pension valuations (FLA s. 67.2), investment statements, and corporate financials for business interests.
What are the three key dates in property disclosure?
Marriage date, separation date, and valuation date — firms document assets as of relevant dates per matter.
Does Hivi-X calculate net family property?
No. Hivi-X collects source documents; equalization calculations use your existing tools.

Organize Rule 13 disclosure without the email chase

Hivi-X helps Ontario family law firms collect Rule 13 and intake documents with reusable checklists, the my-id.ca client portal, clerk approve/reject review, self-hosted AI summaries, and exportable disclosure PDF packages — alongside Clio or your practice management system.

Property Division Disclosure Documents Ontario | hivi-x Docs