---
title: "Build the property-pool balance sheet from disclosed documents"
url: "https://ailawframework.com/practice/family-law/build-the-property-pool-balance-sheet-from-disclosed-documents"
type: "task"
site: "AI Law Framework"
id: "A16-T1-R5"
practice_area: "Family Law"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build the property-pool balance sheet from disclosed documents

> From bank statements, titles, superannuation/retirement and entity records, draft an asset-and-liability table with values, ownership and source documents, and list gaps.

Canonical page: https://ailawframework.com/practice/family-law/build-the-property-pool-balance-sheet-from-disclosed-documents  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Family Law](https://ailawframework.com/practice/family-law.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From bank statements, titles, superannuation/retirement and entity records, draft an asset-and-liability table with values, ownership and source documents, and list gaps. |
| What the lawyer must review | Decide values and ownership yourself Do not treat a generated balance sheet as the pool |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

Trace relied-on content to independent sources and check for relevant material the output has missed.

- What the AI does: Extract information and assemble a preliminary asset and liability schedule.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.
- Written for: AU

## Checks the lawyer makes

1. Trace every asset, liability and amount to the relevant statement, search or other primary record.
2. Check companies, trusts, business interests, cryptocurrency and superannuation separately.
3. Confirm ownership, valuation dates and the treatment of disputed or contingent amounts.
4. Recalculate the balance sheet and preserve unresolved gaps or differences.
5. Have the lawyer determine the legal treatment of each interest.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Sources

- [Federal Circuit and Family Court of Australia — AI practice direction](https://www.fcfcoa.gov.au/pd/pd-ai) (checked 2026-09-16)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/family-law/build-the-property-pool-balance-sheet-from-disclosed-documents/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*