Record whether a summary-administration figure is in the file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 735.201 states a $75,000 value test and a test that the decedent has been dead for more than two years. From the asset list, make one row per asset with the value the file states and a blank for any exempt-property figure. Record the date of death. Do not tell a holder that no full administration is required.
- What the lawyer must review
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 735.201 says summary administration may be had for a resident or nonresident decedent when, in a testate estate, the will does not direct administration as required by chapter 733, and the value of the entire estate subject to administration in Florida, less the value of property exempt from creditors' claims, does not exceed $75,000, or the decedent has been dead for more than 2 years. The tool records the figures in the file and the date of death. It does not subtract an exempt amount, because the exempt-property section was not opened, and it does not tell an asset holder that a grant is unnecessary. Another state's summary-administration threshold was not opened.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes organising research leads. 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
- 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.