Turn an estate-planning intake into a planning memo
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.
Paste the questionnaire answers or interview notes, including asset values and family structure.
Drives probate procedure, spousal rights, state estate tax, and execution formalities.
What the client asked for. The memo should say when the facts do not support it.
Any current will, trust, or power of attorney, when it was signed, and what has changed since.
The worry they came in with, in their words.
Watch for these throughout
State estate and inheritance tax thresholds change and the federal exemption is scheduled to move. Verify every figure against the current year before it goes to a client.
Beneficiary designations and survivorship titling override the will entirely. Until you see the forms as they read today, the dispositive scheme in this memo is a hypothesis.
A beneficiary on means-tested benefits needs a properly drafted special-needs trust. A generic discretionary trust can cost them their benefits.
Real property outside the domicile state usually means ancillary probate unless it is held in trust or retitled. Recommending a trust without funding it accomplishes nothing.
Where capacity or undue influence is a live risk, the file is the evidence. Contemporaneous notes, a separate meeting without the interested family member, and a physician letter all age better than a well-drafted document.