casemark/divorce-settlement-summary

Divorce Settlement Summary

Neutral, litigation-ready summary of a divorce settlement agreement extracting all material terms and action items.

Quick Start

Collect before summarizing:

• Executed or draft settlement agreement (with attachments/exhibits/schedules)
• Case identifiers (parties, case number, court/jurisdiction, settlement date)
• Parenting plan / custody exhibit (if separate)
• Financial schedules (asset/debt lists, QDRO details, support worksheets)

Output Template

Fill every applicable section. Omit only sections the agreement does not address.

1) Identifying Information

• Parties
• Case number
• Court/jurisdiction (state + county)
• Agreement date / effective date
• Status (executed / draft / contingent on approval)
• Incorporation into judgment (yes/no; conditions)

2) Marital Property Division

Short narrative, then table by asset class:

| Asset Class | Specific Asset | Value / Valuation Date | Awarded To | Transfer Mechanics | Deadline / Conditions | |---|---|---|---|---|---|

Asset classes: real property, financial accounts (bank/brokerage/crypto), retirement (401(k)/IRA/pension — note QDRO), business interests, vehicles/titled property, personal property, IP/royalties, other (stock options, windfalls, claims).

3) Debts and Liabilities

| Debt Type | Creditor / Account | Balance / Date | Responsibility | Refinance / Indemnity | Deadline | |---|---|---|---|---|---|

4) Child Custody and Parenting Plan

• Legal custody (sole/joint; decision domains)
• Physical custody / timesharing (% if stated)
• Regular schedule, holiday schedule, vacation/travel
• Transportation / exchange logistics
• Communication protocols (methods, notice periods)
• Relocation / modification clauses
• Supervision / restrictions
• Tie-breaker / dispute mechanism

5) Child Support

• Guideline basis (state guideline / deviation)
• Obligor → obligee; amount and frequency
• Start date, duration, termination triggers
• Health insurance (who, plan, cost split)
• Unreimbursed medical (allocation %, thresholds)
• Childcare / education / extracurricular allocations
• Payment method (wage assignment / direct)
• Arrears treatment

6) Spousal Support / Alimony

• Type (temporary / rehabilitative / permanent / lump sum)
• Amount, frequency, start date, duration
• Termination / modification triggers
• Tax treatment (if stated)
• Security (life insurance, liens, guarantees)

7) Taxes

• Filing status allocations
• Dependency exemptions / credits
• Refund / liability allocation
• Property transfer tax responsibilities
• Retirement transfer treatment

8) Insurance and Benefits

• Life insurance securing support (amount, beneficiary, duration)
• Health insurance obligations
• COBRA / continuation coverage

9) Attorney's Fees and Costs

• Fee responsibility and any reimbursement/offsets

10) Dispute Resolution and Enforcement

• Mediation / arbitration requirements
• Venue / forum selection
• Enforcement / contempt provisions

11) Confidentiality / Non-Disparagement

• Scope and exceptions (court filings, legal advice, compliance)

12) Deadlines and Action Items

| Action | Responsible Party | Deadline | Proof Required | |---|---|---|---|

Cover: deed transfers, refinancing, QDRO submission, account rollovers, title changes, document deliveries.

13) Exhibits and Attachments

List each exhibit with a one-line description. Do not reproduce contents.

14) Ambiguities / Inconsistencies

Identify unclear or conflicting terms factually.

Pitfalls and Checks

• Neutrality: No fairness analysis or advocacy language.
• Precision: Use exact figures, dates, and percentages from the agreement.
• Gaps: Flag missing data or cross-referenced schedules as "not provided."
• Jurisdiction: Note state-specific terms without redefining them; custody and support rules vary by state.
• Citations: Mark uncertain legal citations as [VERIFY].