---
title: "List the steps to secure and transfer the digital assets in an estate"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/list-digital-asset-and-online-account-steps-for-the-estate/commonwealth"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A17-T1-R12-CTH"
practice_area: "Wills, Estates, Probate & Succession"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["CTH"]
last_reviewed: "2026-09-23"
---

# List the steps to secure and transfer the digital assets in an estate

> From the instructions and device/account list, draft a steps list (access, 2FA, exchange, social media) and a document request.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/list-digital-asset-and-online-account-steps-for-the-estate/commonwealth  
Last reviewed: 2026-09-23

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 instructions and device/account list, draft a steps list (access, 2FA, exchange, social media) and a document request. |
| What the lawyer must review | Run a structured fact-find on holdings, wallets and custody Note the Corporations Amendment (Digital Assets — Financial Services) Act 2025 (Cth) regulates platforms and custodians Note it applies AFSL rules; its effect on estates is untested, so flag any view as uncertain Advise in writing on irrecoverable loss if private keys, seed phrases or hardware wallet access are undocumented Check ATO rules for SMSF-held crypto (held in the fund's name, objective market valuations) Get specialist advice on NFTs and DeFi rights, which may not be transmissible |
| Written for | Commonwealth |
| Applies to | [List digital-asset and online-account steps for the estate](https://ailawframework.com/practice/wills-estates-probate-and-succession/list-digital-asset-and-online-account-steps-for-the-estate.md) |

## Checking plan

**Lawyer review required**

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

- What the AI does: Potential support includes preparing preliminary structure or wording and summarising source material. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
2. Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
3. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
4. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
5. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*