asset-liability-summaries
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.
Full skill instructions
Court-ready financial summary covering all assets and liabilities with ownership classification, valuations, encumbrances, and source citations.
Produce a summary table:
| Field | Value |
|---|---|
| Total Assets | $ |
| Total Liabilities | $ |
| Net Worth / Equity | $ |
| Effective Valuation Date | |
| Disputed Items (excluded from totals) | $ |
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.
Group by category. Capture per liability:
| Field | Capture |
|---|---|
| Creditor / Obligee | Name, account identifier |
| Category | Mortgage / HELOC / Auto / Student / Credit card / Tax / Judgment / Business / Other |
| Outstanding Balance | $ as of valuation date |
| Interest Rate | % |
| Secured / Unsecured | If secured, identify collateral |
| Responsible Party | Individual / Joint / Entity |
| Source | Document name, page/exhibit number |
Categories to cover: mortgages/HELOCs, auto loans, student loans, credit cards, personal loans, tax obligations (include penalties/interest), judgments, business debt, deferred compensation.
Flag assets or liabilities where ownership, value, or existence is contested or unverified:
| Item | Issue | Recommended Action |
|---|---|---|
| [Asset/Liability] | Value / ownership dispute / missing docs | Appraisal / subpoena / expert valuation |
Address each applicable area:
[NEEDS VALUATION] where data is absentKey changes from original:
summary tagWant me to try writing the file again, or would you prefer to copy this content directly?
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