List digital-asset and online-account steps for the estate
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the instructions and device/account list, draft a steps list (access, 2FA, exchange, social media) and a document request.
- What the lawyer must review
- Check whether access needs a grant or provider process
- Do not use the deceased's passwords unlawfully
- Written for / version
- Cth
Open a jurisdiction version of this task to see which instruments apply.
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 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.