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.

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
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