Building an Estate Asset and Liability Schedule

The useful starting point is not the volume of paperwork. It is the decision or issue, the evidence relevant to it, the chronology and the next decision-making stage.

Structuring an estate administration file

Create a complete asset, liability, correspondence and document inventory.

Record valuations, payments, decisions and outstanding information in a dated administration file.

Separate administrative support from any step that constitutes reserved probate activity.

1. Identify exactly what is being challenged

Keep the original decision, order, report, notice or correspondence. Record its date, the decision-maker, the reasons given, every relevant deadline and the precise outcome you want.

2. Build an evidence-linked chronology

Create a dated sequence of material events and link each important event to its source document.

3. Separate evidence, allegation and inference

Mark what is proved by a contemporaneous record, what is alleged and what is an inference, opinion or disputed conclusion.

Questions to ask before proceeding

What is the exact decision? What deadline applies? Which facts are genuinely disputed? What documents prove the important facts? What framework governs the decision? What outcome are you asking for? What has already been tried?

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