---
title: "Build a will-validity issues list: execution, capacity and suspicious circumstances"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/build-a-will-validity-issues-list-execution-capacity-and-suspicious-circ"
type: "task"
site: "AI Law Framework"
id: "A17-T1-R9"
practice_area: "Wills, Estates, Probate & Succession"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build a will-validity issues list: execution, capacity and suspicious circumstances

> From the will, medical notes the lawyer has cleared, and correspondence, list execution defects, capacity evidence and suspicious-circumstance indicators.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/build-a-will-validity-issues-list-execution-capacity-and-suspicious-circ  
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 | Yellow: Lawyer and AI draft together |
| How AI is used | From the will, medical notes the lawyer has cleared, and correspondence, list execution defects, capacity evidence and suspicious-circumstance indicators. |
| What the lawyer must review | Leave validity to the court Do not load health records without clearance |
| 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 preparing preliminary structure or wording 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. Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
2. Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
3. Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
4. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
5. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
6. 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 |
| --- | --- | --- | --- |
| [Withdrawal of caveat (Supreme Court of Victoria, Probate Office)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/form-vic-probate-withdrawal-of-caveat.md) | Form | Yellow | Link to the Probate Office withdrawal of caveat. The forms index lists it as a Probate Office form, with a PDF and a Word file dated in the October 2022 folder. |
| [Caveator's grounds of objection (Supreme Court of Victoria, Probate Office)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/form-vic-probate-caveators-grounds-of-objection.md) | Form | Yellow | Link to the Probate Office form for a caveator's grounds of objection. The index lists a PDF and a Word file in the March 2024 folder. |
| [HIPAA authorization for estate planning (United States)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-hipaa-authorization.md) | Letter | Yellow | An authorization that tracks the core elements and required statements in 45 CFR 164.508, kept as its own document, with psychotherapy notes excluded and state privacy law left open. |
| [Capacity and family questions for a will meeting (United States)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-capacity-and-family-questions.md) | Checklist | Yellow | Meeting questions that record who was present, how the client described the gifts, and who prompted an answer, without stating a legal test for capacity. |
| [Consent under section 9 of the Wills Act 1997 (Supreme Court of Victoria, Probate Office)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/form-vic-probate-consent-section-9-wills-act.md) | Form | Yellow | Link to the Probate Office sample form of consent under section 9 of the Wills Act 1997. |
| [Caveat (Queensland UCPR Form 116)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/form-qld-ucpr-116-probate-caveat.md) | Form | Yellow | Link to Uniform Civil Procedure Rules Form 116, published on the Queensland Courts forms index as a caveat. The index entry opened gives the form, not a time limit. |
| [Notice in support of caveat (Queensland UCPR Form 118)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/form-qld-ucpr-118-notice-support-caveat.md) | Form | Yellow | Link to Uniform Civil Procedure Rules Form 118, published on the Queensland Courts forms index as a notice in support of a caveat. |

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/build-a-will-validity-issues-list-execution-capacity-and-suspicious-circ/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.*