---
title: "Send the firm’s warning on wills prepared with a public generative tool"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/draft-a-client-warning-on-diy-ai-wills/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-B6-2-US"
practice_area: "Trusts & Estate Planning"
tier: "green"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Send the firm’s warning on wills prepared with a public generative tool

> Insert the client’s name and the date into the firm’s approved warning. Do not add matter-specific legal advice.

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/draft-a-client-warning-on-diy-ai-wills/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Trusts & Estate Planning](https://ailawframework.com/practice/trusts-and-estate-planning.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| How AI is used | Insert the client’s name and the date into the firm’s approved warning. Do not add matter-specific legal advice. |
| What the lawyer must review | The warning, approved at setup, tells the client that a will from a public generative tool can fail the state’s signing rules and can contain invented clauses, and that the firm will not treat it as the client’s will without a full review. Opinion 512 requires competence with the tool and verification of its output. Model Rule 1.1 is the same duty. If the client wants a will, open a new matter and apply the review task. Do not expand this template with advice about a particular gift. |
| Written for | United States |
| Applies to | [Draft a client warning on DIY AI wills](https://ailawframework.com/practice/trusts-and-estate-planning/draft-a-client-warning-on-diy-ai-wills.md) |

## Checking plan

- What the AI does: Insert the client’s name and the date into the firm’s approved warning. Do not add matter-specific legal advice.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The template was checked at setup. A new legal question is a different task.
- Do not name a state’s witness rule inside the template unless that statute has been opened for this version.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.1, Competence](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*