Goal & what you need
Goal
Prevent altered or lost originals, broken custody, merged instruments, wrong-clerk delivery, sensitive-data exposure, unverified acceptance, and unauthorized conclusions about a will's status or effect.
What you need
- Possible original will, codicil, or related writing received or controlled after notice of death
- Responsible lawyer assigned to determine venue, timing, instrument treatment, and deposit instructions
- Secure physical workspace, custody log, and current clerk information
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the decedent or testator, matter, lawyer, document deliverer, assignment source, date the firm learned of death, scope, and protected physical workspace.
- 2Open current section 732.901, Probate Rules, general-practice rules, clerk instructions, delivery address, hours, appointments, and accepted methods and record versions.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.
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