Prepare an estate-planning questionnaire and structure options note
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the intake, draft a questionnaire (family, entities, control, wishes) and a one-page options note (will only, testamentary trust, existing family trust).
- What the lawyer must review
- Treat structure choice as advice
- Refer tax consequences to a tax specialist unless the firm is retained for tax
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
Checklist
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- 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.