---
title: "Wills, Estates, Probate & Succession: precedents"
url: "https://ailawframework.com/precedents/wills-estates-probate-and-succession"
type: "precedent_area"
site: "AI Law Framework"
area_id: "A17"
precedent_count: 6
latest_law_stated_as_at: "2026-10-17"
---

# Wills, Estates, Probate & Succession: precedents

> 6 starting-point precedents for Wills, Estates, Probate & Succession, each with the law behind it and how far AI may help.

Canonical page: https://ailawframework.com/precedents/wills-estates-probate-and-succession  
Latest law stated as at: 2026-10-17

Site index for agents: https://ailawframework.com/llms.txt

## Precedents

| Precedent | Kind | Jurisdictions | AI level | Summary | Law stated as at |
| --- | --- | --- | --- | --- | --- |
| [Will instructions, capacity and undue influence checklist (NSW, with other state notes)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/will-instructions-capacity-checklist.md) | Checklist | New South Wales, Victoria, Queensland | Red | Checklist for taking will instructions in NSW: seeing the will-maker alone, testing capacity against Banks v Goodfellow, spotting undue influence and suspicious circumstances, mapping assets outside… | 2026-10-17 |
| [Will with optional testamentary discretionary trusts (NSW)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/will-with-testamentary-trust.md) | Other | New South Wales | Yellow | NSW will precedent leaving the estate to a spouse with a survivorship period, then to children outright or through optional testamentary discretionary trusts, with executor and trustee powers and… | 2026-10-17 |
| [Probate application pack (Supreme Court of NSW): notice, summons, affidavit and inventory guide](https://ailawframework.com/precedents/wills-estates-probate-and-succession/probate-application-pack.md) | Court document | New South Wales | Red | Link to the Supreme Court of NSW probate forms page with a step-by-step guide: the 14-day online notice, the documents that accompany the summons, the executor's affidavit (UCPR Form 118), the… | 2026-10-17 |
| [Notice of intended distribution of an estate (NSW): when and how to publish, and the protection it gives](https://ailawframework.com/precedents/wills-estates-probate-and-succession/notice-of-intended-distribution.md) | Notice | New South Wales | Yellow | Guide to publishing a notice of intended distribution on the NSW Online Registry under s 92 of the Probate and Administration Act and s 93 of the Succession Act, with the timing rules, the limits of… | 2026-10-17 |
| [Letter of advice on a family provision claim (NSW; claimant or estate)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/family-provision-advice-letter.md) | Letter | New South Wales, Victoria, Queensland | Red | Advice letter for a potential claimant or an executor on a NSW family provision claim: eligibility, the 12-month time limit, the two-stage test, the s 60 factors, notional estate, costs and… | 2026-10-17 |
| [Checklist: verifying AI-assisted will drafts and handling AI-made or electronic informal wills](https://ailawframework.com/precedents/wills-estates-probate-and-succession/ai-will-drafting-and-informal-document-checklist.md) | Checklist | New South Wales, Queensland | Yellow | Two-part AI checklist: (A) verifying a will draft prepared with AI help before it is signed, and (B) assessing, preserving and proving a deceased's AI-generated, digital or unsigned document as an… | 2026-10-17 |

The area's guidance on AI use: [Wills, Estates, Probate & Succession](https://ailawframework.com/practice/wills-estates-probate-and-succession.md). All areas: [Precedents](https://ailawframework.com/precedents.md).

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*