---
title: "Prepare an estate-planning questionnaire and structure options note"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/prepare-an-estate-planning-questionnaire-and-structure-options-note"
type: "task"
site: "AI Law Framework"
id: "A19-T1-R1"
practice_area: "Trusts & Estate Planning"
tier: "green"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Prepare an estate-planning questionnaire and structure options note

> From the intake, draft a questionnaire (family, entities, control, wishes) and a one-page options note (will only, testamentary trust, existing family trust).

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/prepare-an-estate-planning-questionnaire-and-structure-options-note  
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 | 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes preparing preliminary structure or wording and summarising source material. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
2. Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and unresolved gaps.
3. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
4. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
5. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Asset and ownership table for a trust (United States)](https://ailawframework.com/precedents/trusts-and-estate-planning/us-asset-ownership-table.md) | Checklist | Yellow | A table of each asset, who owns it today, which document shows that, and whether a foreign grantor would matter under the IRS FIRPTA page on a later sale. |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/trusts-and-estate-planning/prepare-an-estate-planning-questionnaire-and-structure-options-note/united-states.md) | Yellow |

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