Prepare the inventory of estate assets for a Supreme Court of Victoria probate application
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List assets and values from the estate documents into an inventory.
- What the lawyer must review
- Match every asset and value to an estate document. Remove anything the documents do not show.
- Written for / version
- Written for VictoriaUS
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Application for a grant of probate or administration (Supreme Court of Victoria, RedCrest-Probate): completion and filing guide | Form | AI use Red | Link to the Probate Office forms and RedCrest-Probate, with a guide to the 15-day advertisement, the generated affidavit and inventory, the originals to post, and the supporting forms most often needed. |
| Administration account (Supreme Court of Victoria, Probate Office) | Form | AI use Yellow | Link to the Probate Office administration account. |
Signed-in accounts can read the full text of each one. All precedents.