| name | asset-liability-summaries |
| title | Asset & Liability Summary |
| description | Produces structured asset and liability summaries from financial documents for legal proceedings. Extracts valuations, ownership classifications, and encumbrances, then outputs net-worth overview, categorized schedules, disputed items, and documentation gaps. Use when preparing financial summaries for divorce/dissolution, estate planning, bankruptcy, business valuation, or settlement negotiations. Trigger on: net worth summary, marital estate, balance sheet, asset schedule, liability schedule, community/separate property. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/asset-liability-summaries |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | family |
| language | en |
| tags | ["analysis","litigation","summarization"] |
Asset & Liability Summary
Court-ready financial summary covering all assets and liabilities with ownership classification, valuations, encumbrances, and source citations.
Prerequisites
- Source documents — bank/brokerage statements, tax returns, mortgage/loan documents, business financials, appraisals, retirement account statements
- Effective date — valuation date controlling all figures (date of separation, petition date, death date)
- Matter type — divorce, estate, bankruptcy, business valuation, or general litigation
- Jurisdiction — community property vs. equitable distribution; exemption rules if bankruptcy
Workflow
Step 1: Executive Overview
Produce a summary table:
| Field | Value |
|---|
| Total Assets | $ |
| Total Liabilities | $ |
| Net Worth / Equity | $ |
| Effective Valuation Date | |
| Disputed Items (excluded from totals) | $ |
Step 2: Asset Schedule
Group by category. Capture per asset:
| Field | Capture |
|---|
| Description | Name, account number (last 4), address |
| Category | Real property / Financial account / Retirement / Business interest / Vehicle / Personal property / IP / Other |
| Ownership | Separate / Community / Joint / Entity-held |
| Fair Market Value | $ as of valuation date |
| Encumbrances / Liens | $ outstanding; creditor name |
| Net Equity | FMV minus encumbrances |
| Acquisition Date | If legally relevant (marital, step-up basis) |
| Source | Document name, page/exhibit number |
Categories to cover: real property, bank accounts, investment accounts, retirement accounts (flag tax-deferred), business interests (ownership %, valuation method), vehicles, life insurance (cash surrender value), IP/royalties, receivables/notes, significant personal property.
Step 3: Liability Schedule
Group by category. Capture per liability:
