Family Law Financial Processor
Financial disclosures populated from uploaded statements
Extracts financial data from bank statements, tax returns, pay stubs, and investment accounts, then populates jurisdiction-specific mandatory disclosure forms. Flags income/lifestyle discrepancies that opposing counsel will exploit.
PROMPT
Create a skill called "Family Law Financial Processor" for a family law attorney. When I upload a client's financial documents — bank statements, tax returns (1040 and all schedules), pay stubs, W-2s, 1099s, brokerage statements, retirement account statements, mortgage statements, credit card statements, and loan documents — extract all financial data. Calculate monthly gross and net income from all sources. Compile a complete asset inventory with current valuations. Compile a complete debt inventory with balances and monthly payments. Calculate a monthly expense budget from transaction data. Populate the appropriate jurisdiction's mandatory financial disclosure form (I'll specify — e.g., California FL-150/FL-142 or New York Statement of Net Worth). Flag: discrepancies between stated income and spending patterns, missing disclosure categories, and potential hidden assets (unexplained transfers, cash withdrawals). Classify assets as community/marital vs. separate property based on acquisition date vs. marriage date.
How It Works
Mandatory financial disclosures in divorce cases require documenting every
asset, debt, income source, and expense. This skill extracts the data from
source documents and fills the forms — reducing hours of manual entry to
minutes of review.
What You Get
- Data extraction from bank statements, tax returns, pay stubs, brokerage statements
- Auto-population of jurisdiction-specific disclosure forms
- Income calculation (gross, net, imputed) with source documentation
- Asset and debt inventory with valuations
- Monthly expense budget compilation
- Income/lifestyle discrepancy detection
- Missing disclosure category alerts
- Community vs. separate property classification assistance
Setup Steps
- Upload financial documents (bank statements, tax returns, pay stubs, etc.)
- Specify the jurisdiction and form type
- Review the populated disclosure
- Flag any items needing further investigation
Tips
- Upload every financial document you have — more data means a more complete disclosure
- The discrepancy detector catches "claims $5K/month income but $15K/month spending" — powerful for your case
- Missing category alerts prevent sanctions for incomplete disclosures
- Community/separate property classification is a suggestion — always apply legal judgment