This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
Decedent, date of death, will status, assets with rough values and titling, heirs, and known debts.
The state whose probate code governs, plus the county court that will hear it; local rules change the list.
Drives roughly half the checklist. Pick what you expect to file.
Named executor, administrator, a beneficiary, or a creditor; the list differs for each.
Anything that adds tasks: out-of-state realty, a business, Medicaid, a minor beneficiary, a missing original, a hostile heir.
Watch for these throughout
Every deadline in probate (inventory, publication, claim bar, elective share, accounting, tax returns) is set by state statute and often modified by local rule. Verify each one against the current code and this court's rules. Do not accept a date from the model.
Supervised and unsupervised administration produce materially different checklists. Getting the administration type wrong invalidates the sequencing, not just a line item.
Publication alone may not be enough for creditors you could reasonably identify from the decedent's records. Search the mail, the bank statements, and the medical bills before relying on the publication bar.
Medicaid estate recovery, ancillary probate for out-of-state real property, and closely held business interests each add tasks the model tends to under-scope. Confirm them yourself.
Do not paste decedent or beneficiary identifying detail unless your firm's AI policy permits it. Probate files are public, but your work product and client communications are not.