Build a working schedule of who takes on an intestacy
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the family tree the lawyer has settled and the asset list, build a table of each person described as a spouse, child or parent, and leave the share blank. Copy the statutory formula inputs only where the section states them. The tool does not decide who is a spouse or issue, and it does not calculate a current dollar legacy.
- What the lawyer must review
- The lawyer decides the relationships and the shares under the statute for the estate. Sections 36, 36A and 37 of the Queensland Act were not opened, so a case with more than one spouse, the division among issue, and the next-of-kin order are marked for those sections rather than completed. No Victorian share is stated.
- 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 family tree the lawyer has settled and the asset list, build a table of each person described as a spouse, child or parent, and leave the share blank. Copy the statutory formula inputs only where the section states them. The tool does not decide who is a spouse or issue, and it does not calculate a current dollar legacy. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Leave the spouse and issue findings to the lawyer. Do not infer them from a name on the asset list.
- In New South Wales, give the spouse the whole estate only where every person accepted as issue is also issue of that spouse.
- Do not print a current dollar figure for the New South Wales statutory legacy. The section states the formula, not the result.
- In Queensland, use $150,000 as the figure on the opened compilation and confirm the compilation. Do not add indexation.
Sources
- Succession Act 2006 (NSW) section 112 · 2026-10-22
- Succession Act 2006 (NSW) section 113 · 2026-10-22
- Succession Act 2006 (NSW) section 106 · 2026-10-22
- Succession Act 1981 (Qld) Schedule 2 · 2026-10-22
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.