Prepare and check the probate notice before it is published

Key facts

Human involvement
YellowClose supervision
How AI is used
Working with the lawyer from the will, the death certificate and the applicant's details, prepare the notice details and check each field against the source documents.
What the lawyer must review
The lawyer checks every name, date and address against the documents and approves the notice, knowing it cannot be edited after publication without a fee.
Written for / version
US

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

Who does what

Who does what
RoleWhat they do
AssistanceDo not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Check the deceased's names, date of death and last address against the death certificate and will.
  2. Check the applicant's details against identification.
  3. Confirm the competing-notice search was done first.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Probate originating application (Supreme Court of South Australia Forms PROB1 and PROB2): completion guideFormAI use RedLink to the South Australian probate forms.
Grant application (Supreme Court of Tasmania probate forms): completion guideFormAI use RedLink to the Judge-approved probate forms of the Supreme Court of Tasmania.
Grant of probate (ACT Supreme Court Forms 3.1, 3.4, 3.11 and 3.14): completion guideFormAI use RedLink to the ACT Supreme Court wills and probate forms.
Application for probate (Supreme Court of the Northern Territory Forms 88A, 88B and 88I): completion guideFormAI use RedLink to the Northern Territory probate information sheet and the Form 88 series.

Signed-in accounts can read the full text of each one. All precedents.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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