Summarise will instructions for the lawyer who will draft the will
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Turn the client's instructions into a fact list: people, gifts, who is named to act, and questions the client left open. Do not produce a will.
- What the lawyer must review
- No state will-execution statute was used for this version, so do not state a witness count, a notarisation step or a self-proving form as a requirement. Opinion 512 requires competence in the tool, a check of generated output, and confidentiality. Model Rule 1.6 requires reasonable efforts against unauthorised disclosure, which includes not putting the client's family and asset instructions into a tool that trains on them or leaks them. You draft the will from the instructions after you have read them.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.