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

# Build the property balance sheet from the disclosed documents

> Enter each asset and debt, the title as printed, the value pin and the date of the document. Characterise nothing as community or separate.

Canonical page: https://ailawframework.com/practice/family-law/build-the-property-pool-balance-sheet-from-disclosed-documents/united-states  
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 | 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 | United States |
| Applies to | [Build the property-pool balance sheet from disclosed documents](https://ailawframework.com/practice/family-law/build-the-property-pool-balance-sheet-from-disclosed-documents.md) |

## Checking plan

- What the AI does: Enter each asset and debt, the title as printed, the value pin and the date of the document. Characterise nothing as community or separate.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Sections 760 and 2550 are California. An equitable-distribution state does not divide a community estate.
- A retirement plan may also need a qualified domestic relations order under 29 U.S.C. § 1056(d). The balance sheet does not create one.

## Sources

- [California Family Code § 760 (community property)](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=FAM&sectionNum=760) (checked 2026-10-22)
- [California Family Code § 2550 (equal division of the community estate)](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=FAM&sectionNum=2550) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

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