Apply for a court-authorised will for a person without testamentary capacity
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the person's records, previous wills, medical reports and family information, build a checklist of the information the court requires for leave, an estate schedule, a table of people who might claim on intestacy or for provision, and an index of the evidence. The tool writes nothing in the draft will, the application or any affidavit.
- What the lawyer must review
- Decide whether to apply and the terms of the proposed will, prepare the draft will and the evidence of incapacity, wishes, the estate and potential claimants, and conduct the leave application and the application for the order.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. From the person's records, previous wills, medical reports and family information, build a checklist of the information the court requires for leave, an estate schedule, a table of people who might claim on intestacy or for provision, and an index of the evidence. The tool writes nothing in the draft will, the application or any affidavit. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Check the checklist against every item of information the legislation requires for leave.
- Check the estate schedule against current statements and title searches.
- Confirm no sentence produced by the tool appears in the draft will, the application or the evidence.
- Check the output against the source documents named in it before it is relied on.
Sources
- Succession Act 2006 (NSW) ss 18-19 · 2026-10-18
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.