Assess family-provision, further-provision or elective-share eligibility from the file
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the will, family tree and estate values, table possible claimants, limitation dates and document gaps.
- What the lawyer must review
- Decide eligibility and prospects yourself
- Verify the current statute in the estate's 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 | Supporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- 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.