Sample Probate Documents Master Index
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Maintaining a master index of all documents in a legal practice is an essential element in the process of keeping your documents up to date. Maintaining a document index is one aspect of reducing the risks to the practice and the client.
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Sample Probate Documents Master Index
- 1. Probate Documents Master Index Issue Date: 1/11/2010 Author: Val Antoff Review Date: 1/4/2014 Approved by: Val Antoff Document Identification Reference LAW 9000# Document Title Rev. Issue Date Review Date Distribution Electronic Paper Procedures PROB 1 4.2.3 Initial probate interview 1 1/1/2009 1/1/2015 Yes PROB 2 4.2.3 Drafting a retainer 1 1/1/2009 1/1/2015 Yes PROB 3 4.2.3 Opening a matter file 1 1/1/2009 1/1/2015 Yes Work Instructions PROB 4 6.3 How to draft Affidavit of executor - probate 2 15/3/2010 15/3/2016 Yes PROB 5 6.3 How to draft Letters of admin with will 1 1/1/2009 1/1/2015 Yes PROB 6 6.3 How to draft Letters of admin with no will 2 15/3/2010 15/3/2016 Yes PROB 7 6.3 How to draft Affidavit of executor foreign grant of probate 3 4/7/2010 4/7/2016 Yes PROB 8 6.3 Affidavit of executor – reseal of foreign of probate 1 1/1/2009 1/1/2015 Yes PROB 9 6.3 How to draft Statement of assets and liabilities 1 1/1/2009 1/1/2015 Yes PROB 10 6.3 How to draft Probate motion 1 1/1/2009 1/1/2015 Yes PROB 11 6.3 How to draft Letters motion 1 1/1/2009 1/1/2015 Yes PROB 12 6.3 How to draft Reseal motion 2 15/3/2010 15/3/2016 Yes PROB 13 6.3 How to draft Consent letters of administration with will 2 15/3/2010 15/3/2016 Yes PROB 14 6.3 How to draft Consent letters of administration - no will 3 4/7/2010 4/7/2016 Yes PROB 15 6.3 How to draft Surety/guarantee 1 1/1/2009 1/1/2015 Yes PROB 16 6.3 How to draft Deed of family arrangements 1 1/1/2009 1/1/2015 Yes PROB 17 6.3 How to draft Caveat against probate 2 15/3/2010 15/3/2016 Yes PROB 18 6.3 How to draft Affidavit of jurisdiction 1 1/1/2009 1/1/2015 Yes Forms PROB 19 6.3 Initial letter to client requesting supporting documents including evidence about assets and liabilities 1 1/1/2009 1/1/2015 Yes PROB 20 6.3 Probate & Letters questionnaire 2 15/3/2010 15/3/2016 Yes PROB 21 6.3 Affidavit of executor probate 2 15/3/2010 15/3/2016 Yes PROB 22 6.3 Affidavit of administrator – letters of admin with will 2 15/3/2010 15/3/2016 Yes PROB 23 6.3 Affidavit of administrator – letters of admin with no will 3 4/7/2010 4/7/2016 Yes PROB 24 6.3 Affidavit of executor – foreign grant of probate 2 15/3/2010 15/3/2016 Yes PROB 25 6.3 Affidavit of executor – reseal of foreign of probate 2 15/3/2010 15/3/2016 Yes PROB 26 6.3 Statement of assets and liabilities 2 15/3/2010 15/3/2016 Yes PROB 27 6.3 Probate motion 1 1/1/2009 1/1/2015 Yes PROB 28 6.3 Letters motion 2 15/3/2010 15/3/2016 Yes PROB 29 6.3 Reseal motion 2 15/3/2010 15/3/2016 Yes PROB 30 6.3 Consent letters of administration with will 2 15/3/2010 15/3/2016 Yes PROB 31 6.3 Consent letters of administration with no will 3 4/7/2010 4/7/2016 Yes PROB 32 6.3 Surety/guarantee 3 4/7/2010 4/7/2016 Yes PROB 33 6.3 Deed of family arrangement 4 1/11/2010 1/11/2016 Yes PROB 34 6.3 Caveat against probate 3 4/7/2010 4/7/2016 Yes PROB 35 6.3 Affidavit of jurisdiction 3 4/7/2010 4/7/2016 Yes QUALITY MANAGEMENT FOR LEGAL PRACTICES BLOG