Prepare the probate or letters-of-administration application pack
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the will, death certificate and asset list, draft the application, inventory and a requisition-risk checklist.
- What the lawyer must review
- Confirm the original will, the correct applicant and current filing requirements
- Reconcile the source documents as a separate step; this is the application pack
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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 |
|---|---|---|---|
| Probate originating application (Supreme Court of South Australia Forms PROB1 and PROB2): completion guide | Form | AI use Red | Link to the South Australian probate forms. |
| 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. |
| Application for a grant of probate or letters of administration (Supreme Court of Queensland): forms 101 to 119 guide | Form | AI use Red | Link to the Queensland Courts guide and UCPR forms for a grant, with the Queensland Law Reporter advertisement, notice to the Public Trustee, the 14-day and 7-day waits, the form set for each grant type, and caveats. |
| Grant application (Supreme Court of Tasmania probate forms): completion guide | Form | AI use Red | Link 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 guide | Form | AI use Red | Link to the ACT Supreme Court wills and probate forms. |
| Application for a grant of probate or administration (Supreme Court of Western Australia, Probate Online): preparation guide | Form | AI use Red | Link to the Court's probate forms and fees page and Probate Online, with a guide to the motion, affidavit and statement of assets and liabilities, the originals the Court needs, the information to gather, and requisitions. |
| Application for probate (Supreme Court of the Northern Territory Forms 88A, 88B and 88I): completion guide | Form | AI use Red | Link to the Northern Territory probate information sheet and the Form 88 series. |
| Consent under section 9 of the Wills Act 1997 (Supreme Court of Victoria, Probate Office) | Form | AI use Yellow | Link to the Probate Office sample form of consent under section 9 of the Wills Act 1997. |
| Citation to take probate (Queensland UCPR Form 125) | Form | AI use Yellow | Link to Uniform Civil Procedure Rules Form 125, published on the Queensland Courts forms index as a citation to take probate. |
Signed-in accounts can read the full text of each one. All precedents.