Plan of Liquidation

CaseMark's Plan of Liquidation skill automates the drafting of comprehensive dissolution plans for U.S. corporations undergoing voluntary winding down. It transforms your corporate documents, approval records, and financial inventories into a structured, statute-compliant plan covering every phase from board authorization through final state filings. The output includes creditor notice procedures, asset liquidation schedules, distribution waterfalls, and IRS Form 966 compliance sections.

Drafting a Plan of Liquidation and Dissolution manually requires attorneys to synthesize corporate formation documents, board and shareholder records, creditor lists, and asset inventories while navigating state-specific dissolution statutes and federal tax requirements. The process is time-intensive, error-prone, and risks missing critical steps — from creditor notice deadlines to IRS filing obligations — that can expose the corporation and its officers to liability.

CaseMark automates the entire drafting process by analyzing your uploaded corporate documents and generating a structured, comprehensive Plan of Liquidation and Dissolution. The AI identifies share class preferences, organizes creditor claims, builds distribution waterfalls, and flags jurisdiction-specific requirements for attorney verification — delivering a polished draft in minutes that would traditionally take hours to prepare.

How it works

1. 1. Upload corporate formation documents, board/shareholder approvals, and asset and creditor inventories

2. 2. AI analyzes your documents and drafts a comprehensive Plan of Liquidation and Dissolution

3. 3. Review the generated plan, verify jurisdiction-specific flags, and customize placeholders

4. 4. Export the finalized plan in your preferred format (DOCX, PDF)