Advise on KiwiSaver death benefits
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract the scheme, the nominated persons and the will from the file.
- What the lawyer must review
- Open the KiwiSaver Act 2006 and the scheme rules
- Do not draft an SIS Act binding nomination or Australian BDBN
- Written for / version
- New Zealand versionNZ
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 extracting and organising information. 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
- 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.