| name | financial-affidavit |
| title | Financial Affidavit and Disclosure |
| description | Drafts sworn financial affidavits and mandatory disclosure statements for family law proceedings. Produces jurisdiction-compliant financial statements covering income, expenses, assets, and liabilities with verification language. Use when preparing financial disclosures, sworn financial statements, domestic relations financial affidavits, or mandatory discovery responses in divorce, child support, spousal maintenance, or property division matters. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/financial-affidavit |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | family |
| language | en |
| tags | ["drafting","litigation","pleading"] |
Financial Affidavit and Disclosure
Drafts a sworn financial disclosure for family law proceedings that satisfies mandatory disclosure requirements and withstands cross-examination.
Prerequisites
Before drafting, confirm:
- Jurisdiction — many courts mandate specific forms (e.g., FL-150 in California, CJD-111 in Connecticut); check whether a mandatory form applies before drafting freely
- Financial records — pay stubs (3-6 months), W-2s/1099s, tax returns (2 years), bank/investment statements, mortgage/loan documents
- Case caption — court name, division, case/docket number, party names as on initial pleadings
- Affiant info — full legal name, DOB, SSN (last four), address, employment details, health status if relevant to earning capacity
Quick Start
Workflow:
- [ ] Confirm jurisdiction and check for mandatory form
- [ ] Gather financial records and case caption
- [ ] Draft header block with affiant info
- [ ] Draft income disclosure (employment + unearned + self-employment)
- [ ] Itemize monthly expenses by category
- [ ] Inventory all assets with FMV and encumbrances
- [ ] List all liabilities with balances and payments
- [ ] Add special disclosures where applicable
- [ ] Append verification/execution block
- [ ] Cross-check internal consistency
- [ ] Compile exhibit attachment list
Output Structure
1. Header Block
Include: court (full name with division), case caption, case/docket number, document title per local rule or "Financial Affidavit and Disclosure," and affiant info (name, address, DOB, SSN last 4, marital status, employer, job title, tenure, education, health if relevant).
2. Income Disclosure
Employment income: Gross monthly wages/salary, pay frequency, overtime, shift differentials, bonuses (discretionary/guaranteed), commissions, tips, profit-sharing, stock options, deferred compensation — state frequency and monthly average.
Unearned income:
- Investment: interest, dividends, capital gains, rental income (gross minus ordinary expenses)
- Retirement: pensions, annuities, Social Security, distributions
- Government: unemployment, workers' comp, disability, public assistance
- Prior support: existing spousal/child support from other relationships
Self-employment (if applicable): Gross receipts, ordinary business expenses, net income — cross-reference attached tax returns and business financials.
Totals: Gross monthly income and net monthly income (after mandatory deductions: taxes, FICA, mandatory retirement).
