Civil Rule 26 .Com

Discovery Services for Civil Litigation

Account-based assets are valued as of a date the law chooses, not the date anyone happens to ask. In lieu of a formal Subpoena Duces Tecum, a requesting attorney sends a single-use invite link. The account holder authorizes a scoped, read-only retrieval at their own institution, and can revoke it at any time.

Three questions, in order

Who needs a financial record from a past date, why an authorized API retrieval is a better record than a produced statement, and how to ask a court to permit it.

One

Who Can Use Backdated Financial Data

Date of separation, date of death, date of declaration. The law names the date; the record has to supply the number.

  • Dissolution: characterize and value accounts as of separation
  • Probate: inventory the estate as it stood on the date of death
  • Bankruptcy: verify the schedules against the petition date
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Two

Why APIs Beat PDF Bank Statements

A produced PDF is a picture of a record, assembled by the party with the most reason to shape it. Authorized retrieval returns the record itself.

  • Transaction-level history, not monthly summaries
  • No shared credentials, no subpoena to the institution
  • Scoped, read-only, revocable, and re-verifiable
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Three

A Model Brief for the Court

Proportionality, authentication, and reduced intrusion, argued in the form a judge expects to read it.

  • Rule 26(b)(1) proportionality and Rule 45(d)(1) burden
  • Authentication under Rules 901(b)(9), 902(13), and 902(14)
  • Proposed order language ready to adapt
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How the mechanism works

Three parties take part in every request, and none of them can shortcut the other two. The account holder never shares a credential, the institution verifies before it releases anything, and the attorney receives a token rather than a login.

Built by a Family Law Firm

Civil Rule 26 .Com is developed by Broadview Family Law, a firm that values and divides account-based assets in dissolution matters every day. This service grew out of that practice.

Visit Broadview Family Law

Working on a matter that needs this?

Access is restricted to requesting attorneys and the invitees they contact. Write for details on how a request is issued.

info@civilrule26.com