Prepare a chronology and index of the will file for a Supreme Court of New South Wales probate application

Key facts

Human involvement
GreenLawyer review
How AI is used
List dates and document titles from the will file into a chronology and index.
What the lawyer must review
Check every date and title against the will file before the chronology is used.
Written for / version
Written for New South WalesUS

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes extracting and organising information and summarising source material. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.

Checklist

  1. Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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