Build the property balance sheet from the disclosed documents
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Enter each asset and debt, the title as printed, the value pin and the date of the document. Characterise nothing as community or separate.
- What the lawyer must review
- You characterise and you propose the division. If California law applies, Family Code § 760 provides that, except as otherwise provided by statute, property acquired by a married person during the marriage while domiciled in California is community property. Section 2550 requires the court in a dissolution or legal separation to divide the community estate equally, except on a written agreement, an oral stipulation in open court, or as otherwise provided in that division. Opinion 512 and Model Rule 1.6: financial disclosure stays out of a public tool. You check every figure.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Confirm the appropriate instructions, permissions and cultural context with the relevant people before using information or communicating the result.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.