Summarise the estate documents into an asset and liability schedule
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the statements and titles the lawyer loads, enter each asset, liability, owner name on the document, and value pin into a fixed schedule. Characterise nothing.
- What the lawyer must review
- You check every figure against the document and you characterise the asset under the state probate code. The schedule is working material for administration. It is not an inventory filed with a court until you adopt it. Opinion 512 and Model Rule 1.6: estate financial records stay out of a public tool. Formalities of any will remain California Probate Code § 6110 if California law applies, or the domicile state's statute.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes assembling provisional schedules. 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.