Summarise a deceased estate's documents into an asset and liability schedule
Source basis. Area-specific sources in links; vendor pages marked (vendor).
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Extract assets, liabilities and account details from statements into a schedule.
- What the lawyer must review
- Reconcile against source statements and searches.
- Written for / version
- Written for AustraliaUS
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and assembling provisional schedules. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- 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 |
|---|---|---|---|
| Estate ledger and proposed distribution statement (NSW) | Checklist | AI use Yellow | A ledger of estate receipts, expenses and proposed distributions, with the NSW timing for creditors and for paying a legacy, before anything is paid to a beneficiary. |
Signed-in accounts can read the full text of each one. All precedents.