---
title: "Turn disclosed financial documents into an asset and debt table"
url: "https://ailawframework.com/practice/family-law/summarise-financial-disclosure-documents-into-an-asset-pool-table/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A16-B8-3-US"
practice_area: "Family Law"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Turn disclosed financial documents into an asset and debt table

> Extract each asset, debt, income item and expense the documents state into a working table with the document name, date and page. Copy the figure as printed. Leave characterisation blank.

Canonical page: https://ailawframework.com/practice/family-law/summarise-financial-disclosure-documents-into-an-asset-pool-table/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 | Extract each asset, debt, income item and expense the documents state into a working table with the document name, date and page. Copy the figure as printed. Leave characterisation blank. |
| What the lawyer must review | Family Code § 2100(c) requires a full and accurate disclosure of all assets and liabilities in which one or both parties have or may have an interest, whether community or separate, together with income and expenses, in a dissolution or legal separation, and a continuing duty to update material changes before an agreement or a trial on those issues. Section 760 states the community-property rule for a married person domiciled in California. Section 2550 requires an equal division of the community estate except on a written agreement, an oral stipulation in open court, or as otherwise provided. You check every figure and you decide characterisation. Opinion 512 keeps that judgment with you. |
| Written for | United States |
| Applies to | [Summarise financial disclosure documents into an asset pool table](https://ailawframework.com/practice/family-law/summarise-financial-disclosure-documents-into-an-asset-pool-table.md) |

## Checking plan

- What the AI does: Extract each asset, debt, income item and expense the documents state into a working table with the document name, date and page. Copy the figure as printed. Leave characterisation blank.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Section 2100 is California. Other states impose different disclosure duties and different marital-property rules.
- The table is a working paper. You prepare any financial statement or disclosure form that is filed.

## 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 § 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)

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