Record Queensland funeral costs in the estate claim and flag a scheme payment
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- In a firm-controlled tool, list each funeral invoice against section 66(2)(d)(i) of the Succession Act 1981, and flag a WorkSafe payment that covers the same cost. Do not invent a dollar cap.
- What the lawyer must review
- Decide whether the estate head or the scheme carries each invoice.
- Part 10, as opened, creates no funeral head.
- The WorkSafe page states no dollar cap. Do not add one.
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.