---
title: "Build a working schedule of who takes on an intestacy"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/build-a-working-schedule-of-who-takes-on-an-intestacy"
type: "task"
site: "AI Law Framework"
id: "A17-SF20261022-1"
practice_area: "Wills, Estates, Probate & Succession"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build a working schedule of who takes on an intestacy

> 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.…

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/build-a-working-schedule-of-who-takes-on-an-intestacy  
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 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: 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 does: 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.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Leave the spouse and issue findings to the lawyer. Do not infer them from a name on the asset list.
2. In New South Wales, give the spouse the whole estate only where every person accepted as issue is also issue of that spouse.
3. Do not print a current dollar figure for the New South Wales statutory legacy. The section states the formula, not the result.
4. In Queensland, use $150,000 as the figure on the opened compilation and confirm the compilation. Do not add indexation.

## Notes

- 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.

## Sources

- [Succession Act 2006 (NSW) section 112](https://classic.austlii.edu.au/au/legis/nsw/consol_act/sa2006138/s112.html) (checked 2026-10-22)
- [Succession Act 2006 (NSW) section 113](https://classic.austlii.edu.au/au/legis/nsw/consol_act/sa2006138/s113.html) (checked 2026-10-22)
- [Succession Act 2006 (NSW) section 106](https://classic.austlii.edu.au/au/legis/nsw/consol_act/sa2006138/s106.html) (checked 2026-10-22)
- [Succession Act 1981 (Qld) Schedule 2](https://www.austlii.edu.au/cgi-bin/viewdoc/au/legis/qld/consol_act/sa1981138/sch2.html) (checked 2026-10-22)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/wills-estates-probate-and-succession/build-a-working-schedule-of-who-takes-on-an-intestacy/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.*