Build a will-contest chronology from the file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List dated events from the file: the will date, who was present if the document says so, gifts to a drafter or a caregiver, and medical notes the file already contains. Quote the page. Make no finding on capacity or influence.
- What the lawyer must review
- Probate Code § 6100.5 states the two competence tests. Section 21380(a) presumes fraud or undue influence for a donative transfer to the listed people, including the drafter and a care custodian of a dependent adult during the service period or within 90 days before or after it. Section 21380(b) makes that presumption one affecting the burden of proof, rebutted by clear and convincing evidence, and § 21380(c) makes it conclusive for the drafter and for persons described in paragraphs (5), (6) and (7). You decide whether the chronology supports a contest. Section 6110 remains the execution rule for the will itself.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and 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
- Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
- Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
- 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.