Private file check
Probate Opening Preflight
The path selector returns a preliminary proceeding and counsel has opening documents.
Included in a 30-day PracticeOS trial. No credit card required.
Authorize the file
Confirm your firm may process the documents and that an attorney will review the report.
Upload the record set
Files use signed, expiring upload URLs and remain inside the firm-scoped workspace.
Review each finding
Accept, dismiss, or edit findings before sending any request through Ready.
Documents to include
- 01death certificate
- 02will/codicils
- 03deeds
- 04account statements and beneficiary designations
- 05family tree/vital records
- 06asset/debt inventory
- 07proposed petition/forms
Baseline file checks
Each finding stays tied to the supporting document and page.
- Required document matching
- Readability and document quality
- Confidence in each document type
- Values that differ across documents
- Requested facts with supporting pages
Named checks in this Preflight
Automated checks run from extracted, page-linked facts. Source-dependent branches run only when the current rule inputs are attached. Attorney-only items arrive with their evidence for a recorded decision.
2 automated · 4 attorney
- 01classify probate/nonprobate assetsAttorney decision
- 02compare gross estate to thresholdRuns on the file
- 03detect real property/claim disqualifiersAttorney decision
- 04check will execution basicsAttorney decision
- 05compare heirs/fiduciaries to petitionRuns on the file
- 06check venueAttorney decision
Sources for attorney review
Confirm the version and effective date that govern the matter.
File availability
Do not upload protected health information. DocketBuddy does not offer a BAA or claim a HIPAA-compliant environment.
Read the complete Preflight data pathStaff at the firm
Send this review plan to the attorney
The public link includes this document list and named checks. It contains no client facts or Workpaper answers.
30-day PracticeOS trial
Run this file check in your trial
No credit card is required. The selected Preflight stays attached through sign-in and opens in the private firm workspace.