Record death dates against a simultaneous-death rule
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 732.601 provides for disposition when the evidence does not show that the deaths were other than simultaneous. From the will and the death certificates, copy each beneficiary, the date of the testator's death, the date of the beneficiary's death if there is one, and any survival period written in the will. Do not say the gift fails.
- What the lawyer must review
- The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 732.601 applies unless a contrary intention appears in the governing instrument. If title depends on priority of death and there is insufficient evidence that the persons died otherwise than simultaneously, the property of each is disposed of as if that person survived. The section also states rules for successive beneficiaries, joint tenants, and a life or accident policy when the evidence is insufficient in that same way. It does not state a 120-hour or a 30-day period. The tool copies the dates and any survival period written in the will. It does not say a gift fails. A survival period in another state's statute was not opened.
- Written for / version
- United States versionUS
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
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.