Prepare death-benefit nomination steps against the fund deed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the fund deed and nomination papers, list valid nomination types, renewal dates and eligible nominees, with a list of deed clauses still to confirm.
- What the lawyer must review
- Remember death benefits follow the fund deed, not the will
- Confirm dependant status
- Confirm whether this fund allows a binding or non-lapsing nomination before you advise
- 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.