Separate the estate's surviving action from the dependants' action
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the file, make two columns: claims vested in the deceased that the survival section may carry for the estate, and claims of the dependants for the loss caused by the death. Do not put a head of loss in both columns.
- What the lawyer must review
- You decide which claim is the estate's and which is the dependants'. The same dollar is not claimed twice.
- The survival section and the dependency section are different statutes. Do not use one to fill a gap in the other.
- Family, wage and medical records stay in a firm-controlled tool.
- ASCR r 9 and APP 11 apply. A breach may be notifiable under the Privacy Act 1988 (Cth).
Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Apportionment of a dependency claim settlement for court approval | Court document | AI use Red | Outline for asking the court to direct each dependant's share of a wrongful-death settlement in Victoria, Queensland and New South Wales. |
Signed-in accounts can read the full text of each one. All precedents.