Build an asset-and-ownership table for estate planning
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Sort assets into estate, non-estate, trust and super categories from documents.
- What the lawyer must review
- Verify ownership against titles and fund records.
- Written for / version
- Written for Australia
The work product
Forum. Australia
Produce. Build an asset-and-ownership table for estate planning
Have ready. Maddocks: estate planning and AI; QLS Guidance Statement No 37; The matter instructions and the documents the output will rely on..
Example of the limit. Stop before the result is filed, sent or relied on. Verify ownership against titles and fund records.
Stop and hand it back when
- The cited source is not the instrument that applies to this forum or this date.
- The output states a fact, date, citation, figure or commitment that is not in the instructions or the source.
- The responsible lawyer has not approved the exact output for its intended use.
Sources for this task were checked on 2026-10-10.
Who does what
| Role | What they do |
|---|---|
| Assistance | Sort assets into estate, non-estate, trust and super categories from documents. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Open the cited source and confirm it is the current instrument for this forum and this date.
- Verify ownership against titles and fund records.
- Compare the output with the source and the instructions, including material the output left out.
- The responsible lawyer approves the exact output for its intended use, or sends it back.
Sources
- Maddocks: estate planning and AI · 2026-10-10
- QLS Guidance Statement No 37 · 2026-10-10
Suggested working checks from the linked public sources. Read the source and confirm it applies to this forum and this date. The checks do not approve software or record that the work is done.