Build a will-validity issues list from the execution and the file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List, with pins, what the file shows about a writing, a signature, witnesses present together, and the facts that go to the § 6100.5 capacity elements. Conclude nothing.
- What the lawyer must review
- You decide validity. California Probate Code § 6110 sets the writing, signature and witness rules, and § 6110(c)(2) allows a proponent to prove by clear and convincing evidence that the testator intended the instrument to be the will if the witness rule was missed. Section 6100.5 covers understanding the testamentary act, the property, and the person's relations, and a mental health disorder with delusions that caused the disposition. Undue influence is state case law. Open it. Do not treat this list as a finding.
- 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| HIPAA authorization for estate planning (United States) | Letter | AI use Yellow | An authorization that tracks the core elements and required statements in 45 CFR 164.508, kept as its own document, with psychotherapy notes excluded and state privacy law left open. |
| Capacity and family questions for a will meeting (United States) | Checklist | AI use Yellow | Meeting questions that record who was present, how the client described the gifts, and who prompted an answer, without stating a legal test for capacity. |
Signed-in accounts can read the full text of each one. All precedents.