Sample output: Probate Document Checklist

This is an illustrative sample of what the Probate Document Checklist skill produces. Every party, date, document, and fact is fictional — invented for illustration only.

Every output is draft legal work product for review by a licensed attorney. AgentCounsel does not provide legal advice and is not a substitute for a qualified lawyer. A licensed legal professional must review and adopt every output before it is relied upon.

The fictional scenario

Sample Request — probate-document-checklist

Fictional illustration. All parties, facts, figures, and documents below are invented for this example.

Please run probate-document-checklist and build a probate document checklist for the attorney.

Matter facts

Decedent: Robert Castellano.
The user's role: the named executor in the decedent's will (client).
Jurisdiction: probate would be in State C; the specific court is not yet confirmed.
Estate status: pre-filing; the executor is gathering documents.
Review purpose: assemble the probate file before meeting the attorney.

Materials already collected (fictional)

A certified death certificate.
The original will (fictional), naming the executor.
Two bank account statements.
A homeowner's insurance declaration page.

Stated facts

The executor believes there is a brokerage account but has not located a statement.
The decedent may have had a small life insurance policy — unconfirmed.
The executor has received one creditor letter.
No court documents have been filed yet.
A prior codicil is mentioned by a family member but has not been found.

Please: cite the fictional documents; use unknown / not found / not provided / ambiguous for gaps; mask sensitive identifiers; do not prepare filing-ready probate forms or calculate deadlines; and include attorney verification items.

What the skill produced

Sample Output — probate-document-checklist

Draft work product for attorney review. Not legal advice. Every party, fact, figure, document, and citation below is fictional and illustrative. This example contains no real or invented legal authority. It shows the shape of the skill's deliverable — not a model answer for any matter.

Capability and Reliance Notice

This is a draft probate document checklist for review by a qualified, licensed attorney. It does not provide legal advice, prepare filing-ready probate forms, calculate deadlines, or determine heirship, beneficiary entitlement, or document validity. A qualified attorney must review it before any filing.

Gates Table

Gate	Status	Source
Decedent	Robert Castellano	Death certificate
User's role	Named executor (client)	Will; user request
Jurisdiction	State C; specific probate court `not provided`	User request
Estate status	Pre-filing; document gathering	User request

Probate Document Checklist

Document	Status	Source	Responsible party	Note
Death certificate	Collected	Certified death certificate	Executor	Certified copy on hand
Will	Collected	Original will	Executor	Names the executor
Codicils	Outstanding	Family member reference	Executor	A codicil is mentioned but `not found`
Trust documents	`not provided`	—	Executor	Confirm whether any trust exists
Bank account statements	Partial	Two statements provided	Executor	Confirm completeness
Brokerage statements	Outstanding	User-stated fact	Executor	Account believed to exist; statement `not found`
Life insurance	Outstanding	User-stated fact	Executor	Policy unconfirmed
Real estate records	Partial	Homeowner's insurance declaration	Executor	Deed `not provided`
Creditor information	Partial	One creditor letter	Executor	Confirm other creditors
Court documents	None	—	Attorney	Nothing filed yet
Fiduciary appointment documents	Outstanding	—	Attorney	To follow appointment
Tax documents	`not provided`	—	Executor	Confirm prior returns

Missing Document List

The mentioned codicil — not found.
A brokerage account statement — not found.
Confirmation of any life insurance policy — unknown.
The deed for the residence and any prior tax returns — not provided.

Dates as Provided

No dates were supplied. Any probate or notice dates the executor later provides should be recorded and marked [deadline verification required]; this skill calculates none.

Attorney Verification Items

[ ] Confirm the probate court and jurisdiction.
[ ] Confirm whether a codicil or any trust exists.
[ ] Confirm the full asset-document set (brokerage, life insurance, deed).
[ ] Confirm the creditor list and any prior tax filings.

Assumptions

Assumed the original will provided is the most recent — [CONFIRM], given the reported codicil.
No filing-ready probate form was prepared, no deadline was calculated, and no heirship or validity conclusion is drawn; all open items are for the attorney.