---
title: "Index the disclosure file behind the financial statement"
url: "https://ailawframework.com/practice/family-law/prepare-the-financial-statement-and-the-disclosure-index/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A16-T1-R4-US"
practice_area: "Family Law"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Index the disclosure file behind the financial statement

> Build an index of each disclosure document: name, date, pages, and the assets, debts, income or expenses it lists, with figures as printed.…

Canonical page: https://ailawframework.com/practice/family-law/prepare-the-financial-statement-and-the-disclosure-index/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 | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | Build an index of each disclosure document: name, date, pages, and the assets, debts, income or expenses it lists, with figures as printed. Write no sentence of the financial statement or of any form that will be filed or signed. |
| What the lawyer must review | Family Code § 2100(c) requires the disclosure itself: all assets and liabilities regardless of character, and all income and expenses, updated immediately when there is a material change, so that each party has full knowledge at an agreement or at trial. You prepare and sign the financial statement. The index is the map of the file. Opinion 512 does not let the tool take over a document you sign. |
| Written for | United States |
| Applies to | [Prepare the financial statement and the disclosure index](https://ailawframework.com/practice/family-law/prepare-the-financial-statement-and-the-disclosure-index.md) |

## Checking plan

- What the AI does: Build an index of each disclosure document: name, date, pages, and the assets, debts, income or expenses it lists, with figures as printed. Write no sentence of the financial statement or of any form that will be filed or signed.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Use the financial-statement form required by the court hearing the case. This page does not supply a form number.
- Section 2102(a)(1) is the update duty once a figure has changed. You decide whether the change is material.

## Sources

- [California Family Code § 2100 (disclosure of assets, liabilities, income and expenses)](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=FAM&sectionNum=2100.) (checked 2026-10-22)
- [California Family Code § 2102 (fiduciary disclosure during a dissolution)](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=FAM&sectionNum=2102.) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Disclosure index and update timetable for a family law case](https://ailawframework.com/precedents/family-law/disclosure-index-and-update-timetable.md) | Checklist | Yellow | An index of what has been given, what is still missing, and the dates on which disclosure must be updated, for a parenting or financial case in the Federal Circuit and Family Court of Australia. |

Signed-in accounts can read the full text of each one.

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