Record Victorian 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, payer and date, and flag it if a TAC or WorkSafe payment on the file covers the same cost. Do not say which head succeeds.
- What the lawyer must review
- Decide whether the estate head, a scheme, or neither, carries each invoice.
- Part III, as opened, creates no separate funeral head.
- Use a TAC figure only for a death on or after 1 July 2026, and confirm it is still current.
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.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.