Build a working inventory of estate assets from the file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each asset the documents identify, with the description and figure as printed, the document name and page, and a blank for the appraised value. Do not complete the inventory that is filed with the court.
- What the lawyer must review
- Probate Code § 8800(a) requires the personal representative to file an inventory of property to be administered in the decedent's estate together with an appraisal, combined in a single document. Section 8800(b) requires that filing within four months after letters are first issued to a general personal representative, unless the court allows further time that is reasonable in the particular case. Partial inventories are allowed under § 8800(c), and all of them are filed before that time expires. You check every asset and you are responsible for the filed inventory. Opinion 512 keeps the signed filing with you.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review. 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- 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.