Prepare questions for a will-instructions meeting
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Turn the supplied background into an open-question agenda and a blank note structure. Leave answers for the practitioner to record from the client.
- What the lawyer must review
- Take instructions directly
- Assess capacity and influence
- Decide whether further enquiries or clinical input are needed
- Do not treat an AI note as evidence of an interview
- Written for / version
- Written for New South Wales
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- 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.