Turn an estate-planning intake into a will outline
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.
Interview notes or questionnaire answers, including assets, values, and what the client says they want.
Controls execution formalities, spousal rights, guardianship, and no-contest enforcement.
Marriage, any prior marriage, every child and stepchild, and the age of anyone under 18 or otherwise protected.
What is already signed and out there, when, and whether it is being revoked or amended.
Personal representative, trustee, and guardian picks, plus any backups the client mentioned.
Watch for these throughout
Execution formalities, elective share, pretermitted heir rules, and no-contest enforcement are entirely state-specific and change. Verify every one against the current probate code before the will is signed.
Beneficiary designations and survivorship titling override the will completely. An outline built only on the intake notes will misstate where the money actually goes.
A stepchild who was never adopted usually takes nothing by default. If the client means to include one, the will has to say so by name.
Real property in a second state normally means ancillary probate. The outline should name that as an issue rather than absorb the parcel into the residue silently.
Do not paste client-identifying intake material unless your firm's AI policy and engagement terms permit it.