Build the probate application checklist from the letters date
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Using the letters date the lawyer supplies, enter the four-month inventory date under Probate Code § 8800(b) and the four-month claim date under § 9100(a)(1). Mark whether the file contains an inventory, a list of creditors who demanded payment, and a copy of a notice. Write no sentence of the petition.
- What the lawyer must review
- Section 8800(b) sets four months after letters to a general personal representative for the inventory and appraisal, unless the court allows further reasonable time. Section 9100(a) requires the claim before the later of that same four-month date or 60 days after notice is mailed or personally delivered to the creditor. You confirm the letters date, you apply the later of the two claim times, and you prepare the petition. The checklist is a prompt. The 60-day time is yours to apply because it depends on service on that creditor.
- Written for / version
- United States versionUS
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.