Prepare the transmission-application evidence list where the registered proprietor has died

Key facts

Human involvement
YellowClose supervision
How AI is used
From the folio, the grant and the lawyer's instructions, list the deceased's name as it appears on each, the grant type, number and date, the grantee's name, the capacity claimed, and any caveat. Mark a mismatch. Do not prepare the dealing.
What the lawyer must review
The lawyer decides the capacity, whether the names and the grant match, whether a reseal or a trustee certificate is required, and whether a caveat stops the application. The lawyer prepares the dealing.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the folio, the grant and the lawyer's instructions, list the deceased's name as it appears on each, the grant type, number and date, the grantee's name, the capacity claimed, and any caveat. Mark a mismatch. Do not prepare the dealing.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. The deceased's name on the grant must be identical to the folio, or a justification is required.
  2. A grant from outside New South Wales is resealed before it is used.
  3. Take the executor's consent even where the applicant is also the executor.
  4. Do not prepare the dealing in this list.

Sources

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.

No Victorian transmission statute was opened. Do not describe one from this note.

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