Flag changes that may need a disclosure update
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Using the separation date the lawyer supplies, list items that appear, change amount, or close in later documents. Quote both pages. Do not decide whether a change is material.
- What the lawyer must review
- Family Code § 2102(a)(1) requires accurate and complete disclosure of all assets and liabilities and of all current earnings, accumulations and expenses, including an immediate, full and accurate update or augmentation to the extent there have been material changes. Section 2100(c) carries that continuing duty through an agreement or a trial on those issues. You decide what is material and what the update says. Section 2102(a)(2) separately requires written disclosure of defined post-separation investment or business opportunities that result from activity between marriage and separation. Read that subsection on the opportunity in front of you.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
- 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.