Sample output: Asset / Debt Schedule Builder
This is an illustrative sample of what the Asset / Debt Schedule Builder skill produces. Every party, date, document, and fact is fictional — invented for illustration only.
The fictional scenario
Sample Request — asset-debt-schedule-builder
Fictional illustration. All parties, facts, figures, accounts, and documents below are invented for this example. The example contains no real or invented legal authority.
Please run asset-debt-schedule-builder on a divorce matter and build a source-cited property and debt schedule for our supervising attorney.
Matter facts
- The parties: Taylor Brooks and Alex Brooks (fictional), divorcing spouses. The user represents Taylor Brooks.
- Matter type: divorce/dissolution.
- Jurisdiction: governing law
not provided.
Materials provided (fictional)
- A deed for the marital residence (Doc 1), listing both spouses on title.
- A bank statement for a checking account ending 4821 (Doc 2), held in Taylor Brooks's name; the client states the balance shown is about $6,400.
- A retirement account statement (Doc 3) for an account ending 7733, through Alex Brooks's employer; no balance is legible on the copy provided.
- A car loan statement (Doc 4) for a vehicle, in Taylor Brooks's name; the client states the payoff shown is about $11,200.
- The client mentions a credit card "in both names" but provided no statement.
Stated facts
- The client states the house is worth "around $400,000" but provided no appraisal.
- The client states the parties disagree about who should keep the vehicle.
- The client did not provide a value for the retirement account.
Please: build an asset schedule and a debt schedule, source-cited, with owner and user-provided-value columns and a disputed/undisputed status; list unknown/ambiguous and missing items; and include attorney verification questions. Do not characterize property as marital or separate and do not value anything yourself.
What the skill produced
Sample Output — asset-debt-schedule-builder
Draft work product for attorney review. Not legal advice. Every party, fact, figure, account, and document below is fictional and illustrative. Account numbers are shown only as masked last digits. This example contains no real or invented legal authority. It shows the shape of the skill's deliverable — not a model answer for any matter.
Capability and Reliance Notice
This is a draft property and debt schedule for a qualified, licensed attorney. It does not provide legal advice, characterize any item as marital, community, or separate, value or appraise any asset, compute equity or a division, decide ownership, or compute any deadline. Values appear only where the client supplied them and are labeled user-provided value. A qualified attorney must review this schedule before any disclosure or reliance.
Safety Note
No safety concern was raised in this request. If one arises, route to skills/family-law/domestic-violence-safety-referral-checklist/SKILL.md.
Gates Table
| Gate | Status | Source |
|---|---|---|
| Parties and roles | Taylor Brooks (client); Alex Brooks (spouse) | User request |
| Matter type | Divorce / dissolution | User request |
| Jurisdiction / governing law | not provided [verify jurisdiction] | — |
Asset Schedule
| Item | Category | Source | Owner / title (as provided) | Value (user-provided only) | Disputed status | Notes |
|---|---|---|---|---|---|---|
| Marital residence | Real estate | Doc 1 (deed) | Both spouses on title | user-provided value: "around $400,000" — no appraisal | not provided | No appraisal supplied; value is the client's estimate only |
| Checking account ending 4821 | Bank account | Doc 2 (statement) | Taylor Brooks | user-provided value: ~$6,400 | not provided | Balance is the client's statement of the figure shown |
| Retirement account ending 7733 | Retirement account | Doc 3 (statement) | Through Alex Brooks's employer | not provided — no legible balance | not provided | Balance not legible on the copy provided |
Debt Schedule
| Item | Category | Source | Obligor / title (as provided) | Amount (user-provided only) | Disputed status | Notes |
|---|---|---|---|---|---|---|
| Vehicle loan | Secured loan | Doc 4 (loan statement) | Taylor Brooks | user-provided value: ~$11,200 payoff | not provided | Payoff is the client's statement of the figure shown |
| Credit card "in both names" | Credit card | Client statement only — no document | Stated as both names | not provided | not provided | No statement provided; existence and balance unverified |
Unknown / Ambiguous Items
- The retirement account balance (ending 7733) —
not provided, not legible. - The credit card — mentioned but undocumented; issuer, account, and balance
not provided. - The vehicle associated with the loan — described in Doc 4 but its identification and any standalone value are
not provided. - The house value — only a client estimate; no appraisal — treated as
user-provided value, not a valuation.
Missing Facts
- An appraisal or other valuation source for the marital residence.
- A legible retirement account statement showing the balance.
- A statement for the credit card identified as being in both names.
- Mortgage or lien information for the marital residence —
not provided. - Titling detail for the vehicle and confirmation of the loan obligor.
Attorney Verification Checklist
- [ ] Jurisdiction and governing law are confirmed
[verify jurisdiction]. - [ ] Every schedule item is checked against its source document.
- [ ] No item is characterized as marital, community, or separate.
- [ ] No asset is valued or appraised; client estimates are labeled
user-provided value. - [ ] The undocumented credit card and the illegible retirement balance are obtained and confirmed.
- [ ] The disputed/undisputed status of each item is confirmed with the client.
Assumptions
- Assumed Docs 1–4 are complete and authentic as provided —
[CONFIRM]. - No property characterization, valuation, equity figure, or division is offered; every figure shown is a client-supplied estimate.