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Use when building a probate document checklist and missing-document list for attorney review, without preparing filing-ready probate forms.
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Based on SOC occupation classification
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| name | Probate Document Checklist |
| description | Use when building a probate document checklist and missing-document list for attorney review, without preparing filing-ready probate forms. |
| practice_area | trusts-estates |
| task_type | extraction |
| jurisdictions | [] |
| risk_level | medium |
| requires_attorney_review | true |
| inputs | ["Decedent identity, jurisdiction, and the user's fiduciary or party role","Estate status and the review purpose","Documents already collected, with source references","Beneficiary/heir context and any notices received"] |
| outputs | ["Probate document checklist with status, source, and responsible party","Missing-document list","Attorney verification items"] |
| related_skills | ["skills/trusts-estates/asset-liability-inventory-builder/SKILL.md","skills/trusts-estates/post-death-administration-task-tracker/SKILL.md","skills/trusts-estates/estate-document-summary/SKILL.md"] |
| tags | ["trusts-estates","attorney-review","probate","checklist","draft-work-product"] |
Build a probate document checklist and missing-document list — with a status, source, and responsible party for each item — so a qualified attorney can assemble and review the probate record. This skill organizes what a probate matter requires; it does not prepare filing-ready probate forms and calculates no deadlines. It produces draft legal work product for attorney review — not legal advice.
[verify jurisdiction].[deadline verification required].If the decedent, the user's role, or the jurisdiction is missing, record it as
not provided and return the missing-information list first.
Also out of scope (this skill does not): prepare filing-ready probate forms, petitions, or court documents; calculate probate or filing deadlines; determine heirship, beneficiary entitlement, or the validity of any document; or constitute legal advice.
core/source-and-citation-discipline.md,
core/jurisdiction-and-deadline-gates.md, and
core/confidentiality-and-privilege.md.[deadline verification required].unknown, not found, not provided, or ambiguous. Use
[CONFIRM: ...], [VERIFY: ...], and [ATTORNEY TO CONFIRM: ...].skills/trusts-estates/references/issue-catalog.md (Section 7) for the
recurring task categories and questions to surface.[deadline verification required]; compute
nothing.not provided.[deadline verification required].The checklist follows the Probate Document Checklist structure in
skills/trusts-estates/references/output-patterns.md.