<time datetime="2026-10-27">Published October 27, 2026.</time>
<nav class="article-toc" aria-label="Table of contents"> <strong>On this page</strong> <ul> <li><a href="#research-question-and-scope">Research question and scope</a></li> <li><a href="#population-and-unit-of-analysis">Population and unit of analysis</a></li> <li><a href="#definitions-that-make-the-measure-reproducible">Definitions that make the measure reproducible</a></li> <li><a href="#evidence-standard-and-data-dictionary">Evidence standard and data dictionary</a></li> <li><a href="#sampling-and-collection">Sampling and collection</a></li> <li><a href="#analysis-and-reporting">Analysis and reporting</a></li> <li><a href="#limitations-and-sources-of-error">Limitations and sources of error</a></li> <li><a href="#review-cadence-and-next-action">Review cadence and next action</a></li> <li><a href="#data-quality-checks">Data quality checks</a></li> <li><a href="#privacy-access-and-retention">Privacy, access, and retention</a></li> <li><a href="#worked-example-of-the-record">Worked example of the record</a></li> <li><a href="#what-would-change-the-answer">What would change the answer</a></li> <li><a href="#reporting-package-and-handoff">Reporting package and handoff</a></li> </ul> </nav>
Research question and scope
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. This protocol asks how the probate deadline can be described from the operational record in estate and trust document review support. this is a estate contract review evidence method, not a scorecard or legal opinion. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. The scope is one defined population and one observation window. State what is excluded before looking at results so the denominator cannot drift.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. this protocol makes no claim about an industry rate or a staffing benchmark. It produces a repeatable description that the supervising attorney can review.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Measure the age of the oldest open item for the probate deadline, not only the average. An average can improve while one case sits unresolved for weeks.
Population and unit of analysis
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. The unit is one case involving the probate deadline, from the opening event through the recorded close. Keep the unit explicit so linked events are not counted as independent cases. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Record the opening count, additions, withdrawals, resolutions, and unresolved items at the end of the window. A count without a denominator is not a measurement.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Exclude reopened cases only when the reopening did not create a new requirement. Preserve the exclusion count and the reason.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. When a reviewer finds a defect, ask whether the template allowed it. If the same field is missed twice, the form or the instruction is part of the cause. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
Definitions that make the measure reproducible
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Write down the start event, the stop event, the pause rule, and the treatment of missing evidence before collecting data.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Define the primary measure and one or two supporting measures. A measure without a stated denominator or observation window is not yet a measure.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. If a definition changes during the capacity planning for the probate deadline sample, keep the earlier classification and apply the new rule only to later cases.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Write the next action as a sentence with an owner and a time. A vague request to review the probate deadline exception is not a next action; a named person, a specific check, and a deadline is. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Use a dated note for every owner decision. An approval that exists only in a meeting is difficult to reconstruct and easy to misremember.
Evidence standard and data dictionary
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Each case needs the estate document and execution packet evidence, the observation time, the field it supports, and the reviewer. Mark missing, unavailable, and confirmed negative values separately. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Use a pseudonymous case key. Keep the crosswalk between the key and the identity in an approved system with restricted access.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Record the version or date of every source. A current screenshot cannot prove what the estate document and execution packet said when the first action was taken.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Keep the probate deadline queue separate from the general inbox. A shared queue without a named owner hides the oldest item and makes the weekly report look cleaner than the work. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Keep the probate deadline source link durable. A screenshot may be useful for a quick review, but the link or record identifier is what lets the next person verify the value. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
Sampling and collection
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Use consecutive cases where possible, then stratify by channel, owner, or risk class. Convenience samples hide the cases that fail the control.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Include adverse cases: a missing source, a conflicting instruction, an unavailable owner, and a tight deadline. These cases show whether the capacity planning for the probate deadline process stops safely. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Record the collection window, the eligible count, the sample size, and every exclusion. The reviewer should be able to reproduce the sample.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. When a source is unavailable, record that fact instead of leaving the field blank. Missing, unavailable, and confirmed negative are three different states and should not be collapsed. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Name the point where the estate paralegal must stop and route. A boundary that says use judgment is not a boundary; it is a request for the estate paralegal to guess. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
Analysis and reporting
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Report the eligible count, the sample, the missing-field rate, the exception rate, and the unresolved count at the close of the window.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Separate observation from interpretation. A high completion rate on a small easy sample is not evidence of a strong control.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Keep the capacity planning for the probate deadline case-level detail available for review. Summary charts without the underlying records cannot support a decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Use a short reason code for every exception on the probate deadline. The code should describe the evidence problem, not the person who found it.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Check the destination, not only the activity. A payment marked sent, a schedule marked changed, or an access request marked complete should be verified in the estate document and execution packet system that owns the result. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
Limitations and sources of error
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. the estate document and execution packet may be incomplete, delayed, or maintained by someone outside the estate paralegal desk. The method cannot infer missing work from a clean summary. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Small samples are sensitive to one case. Report the instability instead of presenting a precise-looking percentage.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. The cited public sources frame recordkeeping, privacy, security, and internal control practice. They do not provide a result for this sample.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Review one case involving the probate deadline end to end in the weekly meeting. Check the estate document and execution packet evidence, the decision, the destination record, and the confirmation rather than only the completion count. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Record the reason for a reopened case involving the probate deadline. The reason is evidence about the first close and should be used to improve the close rule. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
Review cadence and next action
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Set a review date and name the person who will read the result. A report without a review owner is an archive, not a control.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Choose one next action: fix the estate document and execution packet evidence, simplify the field, change the capacity planning for the probate deadline queue, or stop the work until the supervising attorney decides. Record the decision and the next check. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Repeat the protocol after the change. Compare the same definitions and report what moved, what did not, and what remains unknown.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. If the probate deadline rule changes, keep the earlier classification and apply the new rule to later cases. A definition that changes quietly makes the trend unreadable.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Keep a short decision log for the probate deadline queue. The log should show the question, the attorney, the decision, the date, and what would reopen it.
Data quality checks
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Check identifiers, timestamps, impossible sequences, duplicates, and edits made after observation. Automated checks find inconsistencies; a reviewer interprets the meaning.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Keep the raw extract and the cleaned version. If a value changes, record the change and the reason rather than overwriting the observation.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Test one case end to end before running the full sample. A failed dry run is cheaper than discovering a definition error after collection.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Keep a named backup for the probate deadline owner. Coverage during leave or a time-zone gap should be written into the routine, not improvised when the attorney is unavailable. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Do not let a temporary workaround become the permanent process by default. Write the workaround, its owner, and its expiry date, then review it.
Privacy, access, and retention
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Collect the minimum fields needed for the question. Use named accounts, role-based access, masked identifiers, and an approved storage location.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Log access and set a disposal date. A research file that lives forever is a liability, not an archive.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Do not copy personal data into a chat or a personal drive to save time. If the approved system cannot support the capacity planning for the probate deadline sample, narrow the capacity planning for the probate deadline sample. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Do not copy a value from a prior record for the probate deadline because it looks familiar. Reopen the estate document and execution packet evidence, confirm the version, and record what changed. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. When the probate deadline source is maintained by another team, name the contact and the expected response time. Escalation without a contact becomes a repeated chase.
Worked example of the record
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. An item arrives with a source that is one version behind the current record for the probate deadline. The reviewer flags the version, keeps the item open, and asks one question. No one rebuilds the capacity planning for the probate deadline case from memory. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. The corrected source arrives, the reviewer compares it with the prior value, and the attorney accepts the next action. the estate document and execution packet now shows why the delay occurred and what changed. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. The example is deliberately ordinary. The value of the protocol is that the same evidence standard applies to a routine case, an exception, and a reopened item.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Close the loop with the person who raised the probate deadline issue. A record that is internally complete but never confirmed by the requester is only half closed. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
What would change the answer
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. A new system, a policy change, a different client mix, or a material shift in volume can make the result stale. Record those triggers with the finding.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Name the next review date and the attorney. A protocol that is not revisited becomes an old opinion with a citation.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. If the estate document and execution packet evidence changes but the definitions do not, preserve the earlier result and label the new window. Do not splice two periods into one trend. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Separate the capacity planning for the probate deadline request from the decision. The requester can describe the urgency; only the named owner can approve an exception that changes the outcome of the probate deadline. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
Reporting package and handoff
Publish the question, population, window, definitions, case flow, counts, unresolved items, disagreement summary, and limits together.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Leave the protocol, codebook, sample file, and open items in one place. A reviewer who did not run the first pass should be able to repeat the method. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision. Assign one owner for the protocol and one custodian for the estate document and execution packet data. Record the disposal date and the access list.
On the Estate Contract Review desk, the estate paralegal treats the capacity planning for the probate deadline case as a estate document and execution packet control owned by the attorney. Put the evidence standard in the capacity planning for the probate deadline case template, not in a separate policy document. The person doing the work should see the required source, owner, and close condition at the point of action. At the capacity planning for the probate deadline stage, the estate paralegal compares the capacity planning for the probate deadline entry with the estate document and execution packet and dates the next attorney decision.