Ask each asset holder whether the estate can be released without a grant
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the asset list, make one row per holder with the asset, how it is owned if the title search says so, and a blank for the holder's answer. The tool does not tell the holder that a grant is unnecessary.
- What the lawyer must review
- The lawyer decides, after the holder's answer, whether a grant is required for that asset. The rules below are taken from the Victorian court page and are not applied to an asset in another jurisdiction.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the asset list, make one row per holder with the asset, how it is owned if the title search says so, and a blank for the holder's answer. The tool does not tell the holder that a grant is unnecessary. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Ask the holder. Do not treat a general practice of releasing small balances as this holder's answer.
- Mark real estate held solely or as tenant in common as requiring a grant. Do not invent an exception for a small value.
- Keep a joint bank account and joint real estate on the paths the page states, and do not call either of them a grant.
- Do not insert a dollar figure. The page does not give one.
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.