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Extract and Categorize Assets from Financial Disclosure Schedules — Asset Summary Report

Family Lawasset-classificationmarital-vs-separate-propertyfinancial-disclosuredivorcevaluation-reconciliationsettlement-preparation

Instructions

Review the attached divorce financial documents and produce a comprehensive asset extraction and categorization report flagging disclosure gaps and valuation discrepancies. Output: `asset-extraction-report.docx`.

Work type: Analyze — Read materials, reach a reasoned conclusion, produce a memo or analysis.

Deliverables (1)

asset-extraction-report.docx

Reference documents (7)

DOCX
2023-joint-tax-return.docx
55.9 KB
Open
XLSX
account-statements-jan2025.xlsx
29.2 KB
Open
DOCX
chentech-valuation-report.docx
65.9 KB
Open
DOCX
kevin-chen-financial-disclosure.docx
50.2 KB
Open
DOCX
lakepoint-k1-2023.docx
41.8 KB
Open
EML
melanie-notes-email.eml
4.8 KB
Open
DOCX
property-vehicle-valuations.docx
51.2 KB
Open

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Rubric (67)

Each criterion is judged independently as pass or fail. The task scores 1.0 only if every criterion passes.

67 of 67 criteria