Check whether a beneficiary survived long enough to take
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the will and the death certificates, copy each beneficiary, the date of the testator death, the date of the beneficiary death if there is one, and any survival period written in the will. The tool does not say the gift fails.
- What the lawyer must review
- The lawyer decides whether the gift takes effect. Only the New South Wales section was opened.
- 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 | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Use 30 days unless the will states another period.
- Do not treat the words survive me as a contrary intention.
- Count from the testator death to the beneficiary death. Do not assume survival from a family list.
- Do not apply this section outside New South Wales.
Sources
- Succession Act 2006 (NSW) section 35 · 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.