This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
The decedent, the date, who survives them, and anything about how this family works.
The recipient, their role, and how they are doing right now.
The practical problems this week: property, vehicles, pets, a business, bills arriving, family pressure.
What you are doing and when you will call: the sentence that lets them stop worrying.
How you sign, how they should reach you, and any house rules on tone.
Watch for these throughout
The number of death certificates to order, filing windows, and small-estate options are state- and institution-specific. Do not let the model supply any of them; give it the numbers or leave them out.
This letter sets expectations you have to meet. A promised call date is a commitment, and missing it costs more trust than the letter earns.
If the recipient is not yet your client, or is not the person who will actually be appointed, a warm first-steps letter can create the appearance of representation. Confirm the relationship before sending.
Warm and complete are in tension. A letter with nine tasks will not get acted on, no matter how kindly it is written.
Do not paste family details, health information, or account facts unless your firm's AI policy permits it.