---
title: "Assess family-provision, further-provision or elective-share eligibility from the file"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/assess-family-provision-further-provision-or-elective-share-eligibility"
type: "task"
site: "AI Law Framework"
id: "A17-T1-R8"
practice_area: "Wills, Estates, Probate & Succession"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Assess family-provision, further-provision or elective-share eligibility from the file

> From the will, family tree and estate values, table possible claimants, limitation dates and document gaps.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/assess-family-provision-further-provision-or-elective-share-eligibility  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Wills, Estates, Probate & Succession](https://ailawframework.com/practice/wills-estates-probate-and-succession.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

Trace relied-on content to independent sources and check for relevant material the output has missed.

- What the AI does: Potential support includes organising research leads and summarising source material. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Calculate operative dates independently from the current rule and actual triggering event. Check exceptions and record the verified deadline.
2. Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and unresolved gaps.
3. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
4. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
5. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Estate-planning intake questionnaire (United States)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-estate-planning-intake-questionnaire.md) | Checklist | Yellow | An intake for a US estate plan that collects family, assets, and fiduciary choices, and that separates the HIPAA authorization from the state-law questions the lawyer still has to open. |
| [State-specific estate-planning questions (United States)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-state-specific-estate-questions.md) | Memo | Yellow | A memo that lists the estate-planning points that follow state statute, beside the two federal privacy rules that were opened, and that leaves each state citation blank until it is read. |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/wills-estates-probate-and-succession/assess-family-provision-further-provision-or-elective-share-eligibility/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*