---
title: "Summarise will instructions for the lawyer who will draft the will"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/prepare-a-will-instructions-questionnaire-summary-for-the-drafting-lawye/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-B6-3-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Summarise will instructions for the lawyer who will draft the will

> 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.

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/prepare-a-will-instructions-questionnaire-summary-for-the-drafting-lawye/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 | Yellow: Lawyer and AI draft together |
| 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 | United States |
| Applies to | [Prepare a will-instructions questionnaire summary for the drafting lawyer](https://ailawframework.com/practice/trusts-and-estate-planning/prepare-a-will-instructions-questionnaire-summary-for-the-drafting-lawye.md) |

## Checking plan

- What the AI does: 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.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not add a witness count or a self-proving form. No state will statute was opened.
- The fact list is not the will.

## 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)
- [ABA Model Rule 1.6, Confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (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.*