Draft Petition For Probate

---
name: draft-petition-for-probate
task_id: trusts-estates-private-client/draft-petition-for-probate
description: Drafting a petition for probate and qualification of a personal representative requires confirming will validity, addressing capacity and codicil interaction, identifying non-probate assets, and flagging title, creditor, and multi-jurisdiction administration issues in a companion cover memorandum.
activates_for: [planner, solver, checker]
---

# Skill: Draft Petition for Probate of Will and Qualification of Personal Representative — Complex Virginia Estate

## 1. Subject-matter triage
- Treat the petition as the primary deliverable and the cover memorandum as secondary; complete the petition first and ensure it is file-ready before drafting the memo.
- Identify whether the estate is straightforward or contested, whether there are multiple testamentary instruments, and whether the asset set includes out-of-state property or non-probate transfer mechanisms.
- If the file contains more than one potential decedent instrument, proposed fiduciary, asset class, or jurisdiction, enumerate each before analyzing it.

## 2. Failure modes the skill is correcting
- Drafting the petition without verifying that the will and any codicils were executed with the required formalities, including any self-proving procedure, or without confirming how the later instrument changes the earlier one.
- Treating the testamentary papers as isolated documents instead of reading them as a single operative plan and missing revocation, amendment, or inconsistency issues.
- Omitting the capacity analysis where the file contains a medical evaluation, witness account, or other evidence bearing on the decedent’s ability to execute the instrument.
- Failing to separate probate assets from non-probate assets, including beneficiary-designated accounts, survivorship property, trust-held assets, and other transfers outside the will.
- Missing conflicts between beneficiary forms and the testamentary plan, especially for retirement and similar designation-controlled accounts.
- Overlooking real property or accounts outside the forum jurisdiction that may require ancillary administration.
- Failing to assess whether the proposed personal representative is eligible, qualified, and free from obvious disqualifying conflicts.
- Producing a memorandum that lists issues but does not close each one with the governing authority and a practical next step.
- Drafting conclusions that are not anchored to the controlling Virginia probate framework or the specific instrument provisions in the file.

## 3. Legal frameworks / domain conventions that apply
- Will execution and probate: apply the governing Virginia probate requirements for execution, attestation, and admission to probate, including self-proving procedures where present. Cite the applicable Virginia probate statute and any related probate procedure rule used in the petition.
- Codicil interaction: a codicil modifies the base will and is read with it as one operative testamentary plan unless the later instrument clearly revokes the earlier one. State the relationship between the documents, not merely their existence.
- Testamentary capacity: assess whether the decedent understood the act of making a will, the nature and extent of the property, the natural objects of bounty, and the disposition being made. If the file contains a capacity evaluation or related evidence, treat it as contest risk analysis, not as a dispositive conclusion.
- Non-probate transfers: property passing by beneficiary designation, survivorship, pay-on-death, transfer-on-death, or trust generally does not pass under the will. Distinguish title to those assets from testamentary disposition and identify any conflict with the stated estate plan.
- Retirement and account designations: where a federal or account-specific designation controls, compare the designation form to the will and flag inconsistencies for follow-up.
- Ancillary administration: if the decedent owned real property or comparable assets in another jurisdiction, a Virginia probate filing does not itself vest authority over that property. Flag possible ancillary proceedings in the other jurisdiction.
- Personal representative qualification: address statutory eligibility, priority, waivers or renunciations if present, and any facts suggesting objection, conflict, or unsuitability. Cite the applicable Virginia appointment and qualification authority.
- Creditor and title administration: note any issues likely to affect marshaling assets, recording authority, creditor notice, or later title clearance, and flag them in the memo as next-step items rather than resolving them conclusively if the record is incomplete.

## 4. Analytical scaffolds
1. Review the testamentary instruments in order of execution. For each, identify execution formalities, self-proving status if any, and whether the later document adds, revokes, or modifies prior terms.
2. Confirm the death certificate and identity data align with the decedent’s name, domicile, and date of death as stated in the instruments and probate paperwork.
3. Build an asset classification table internally: probate asset, non-probate asset, or uncertain. For every non-probate asset, identify the controlling transfer mechanism and whether it matches the apparent intent of the estate plan.
4. Compare beneficiary designations, joint ownership forms, and trust ownership references against the dispositive scheme in the will and codicil. Flag mismatches plainly and separately.
5. Review any capacity-related materials for the probative facts they supply, the likely contest theory they support or weaken, and the practical effect on admission to probate.
6. Assess the proposed personal representative against the statutory appointment framework, any priority or waiver issues, and any apparent conflicts or objections.
7. Identify out-of-state property or account locations. If present, state that the forum probate does not itself authorize administration elsewhere and identify the need for separate action in the relevant jurisdiction.
8. Draft the petition with the required allegations only: decedent identity, death, domicile, jurisdictional basis, instrument identification, qualification of the proposed personal representative, and prayer for probate and qualification.
9. Draft the memorandum issue by issue, and for each issue state: the governing rule, how the file facts intersect with the rule, the practical consequence, and the immediate next step.

## 5. Vertical / structural / temporal relationships
- Read the documents temporally: execution date, any later codicil date, death date, and filing date matter because later instruments may alter earlier ones and because qualification turns on current eligibility.
- Treat title as hierarchical: the will controls probate disposition; beneficiary designations, survivorship forms, and trust ownership may control specific assets outside the will; jurisdictional limits control where authority can be exercised.
- Where the file contains multiple assets or multiple possible fiduciaries, analyze each separately rather than collapsing them into a single representative statement.
- Distinguish what can be alleged in the petition from what should be reserved for the cover memorandum or follow-up administration steps.

## 6. Output structure conventions
- Petition: a formal Virginia probate pleading with caption, numbered allegations, statutory basis for probate and qualification, identification of the operative testamentary instruments, identification of the proposed personal representative, and a clear prayer for relief.
- Cover memorandum: concise but substantive issue memorandum organized by issue headings, covering will/codicil status, capacity risk, non-probate assets, beneficiary-designation conflicts, ancillary administration, personal representative qualification, and any title or creditor follow-up.
- In the memorandum, use an explicit severity label for each issue drawn from a consistent ordinal scale defined once at the top.
- End the memorandum with a Recommended Actions section that gives concrete next steps, assigns each step to the appropriate role, and ties timing to the filing or qualification process.
- Cite controlling authority by name and section for each legal proposition relied upon in the petition or memorandum; do not state legal conclusions without the supporting rule.
- Produce the two documents as separate deliverables, and ensure the petition file is complete before the memorandum is finalized.