Marital Property and Debt Inventory Worksheet From the Documents
Builds the asset and debt inventory from the documents you paste: title holder, acquisition date, documented source of funds, each value with its source and date, and each debt balance. Characterization appears only under rule text you paste; tracing questions are listed; it values nothing itself.
The Prompt
Variables (7)
| Variable | Description | Example |
|---|---|---|
| {{matter_name}} | Matter Name | In re Marriage of Okafor |
| {{governing_state}} | Governing State | Washington |
| {{key_dates}} | Key Dates | Married 05/12/2012. Separated 03/01/2026. Petition filed 03/20/2026. |
| {{characterization_rules}} | Characterization Rule Text or NONE | NONE |
| {{asset_documents}} | Asset Documents | Deed recorded 08/19/2015, 412 Alder Lane, grantees: Chidi Okafor and Ngozi Okafor. Vanguard IRA statement 06/30/2026: balance $88,310, titled Chidi Okafor. 2019 Subaru title, owner Ngozi Okafor, acquired 04/2019. |
| {{debt_documents}} | Debt Documents | Mortgage statement 07/01/2026: principal balance $241,900, borrowers Chidi and Ngozi Okafor. Chase card ending 6620 statement 06/2026: $7,215, cardholder Ngozi Okafor. |
| {{client_sources}} | Client's Account of Sources | Client says $40,000 of the down payment came from her late father in 2015 and that the IRA was opened before the marriage. |
Expected Output
Conflicts between sources; an asset table and a debt table with title holder, acquisition date, documented source of funds, each value with its source and as-of date, debt balances, a separate "told only" column and a characterization cell that is filled only from pasted rule text; the arithmetic with running sums by category; tracing questions tied to document lines; document requests; missing information, unsupported statements declined and declined requests; and a closing Verification list.
Usage Notes
Use once the client's statements, deeds, titles and loan records are in hand, and again as productions arrive. Paste the characterization rule text from your state only if you want items matched to it; otherwise each cell comes back marked as needing authority, which is the intended result. Failure mode to watch: a value the model supplies instead of quotes, or a characterization label resting on the client's say-so. Check that every value has a document and a date. Not legal advice. The attorney remains responsible for verifying every fact, figure and authority before use.
Originally featured in: Prompt Engineering for Lawyers: The Complete 2026 Guide
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* These prompts are drafting and analysis aids for licensed attorneys. They are not legal advice and do not replace professional judgment. AI output can contain errors, including invented citations and incorrect deadlines: verify every fact, figure, authority and deadline against primary sources before relying on it. Rules vary by jurisdiction, and you remain responsible for the final work product.