---
title: "Prepare questions for a will-instructions meeting"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-questions-for-a-will-instructions-meeting"
type: "task"
site: "AI Law Framework"
id: "A17-P20260916-2"
practice_area: "Wills, Estates, Probate & Succession"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# Prepare questions for a will-instructions meeting

> Turn the supplied background into an open-question agenda and a blank note structure. Leave answers for the practitioner to record from the client.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-questions-for-a-will-instructions-meeting  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Wills, Estates, Probate & Succession](https://ailawframework.com/practice/wills-estates-probate-and-succession.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| 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 / versions | — |

## Checking plan

**Lawyer leads the decision**

A meeting agenda and contemporaneous note structure for direct instructions.

- What the AI does: 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 does: Take instructions directly, evaluate capacity and influence, and decide whether further enquiries or clinical input are needed. Do not treat an AI-generated note as evidence of an interview.
- Who reviews: The lawyer responsible for this task
- Basis: Suggested checking workflow informed by the linked official sources. The workflow and traffic light are framework guidance, not a source-issued AI classification.
- Why: A focused work product makes the review proportionate: check the source inputs and every material result, then resolve the specific exceptions before relying on it.
- Restriction: Pause if the client cannot give clear instructions or another person controls the discussion. Escalate capacity or influence concerns to the responsible practitioner; urgent circumstances require an individual response.
- Written for: NSW

## Checks the lawyer makes

1. Confirm who the client is and arrange a setting in which the client can give their own instructions, using an independent interpreter if needed.
2. Ask open questions about family, assets and intended dispositions; record the client’s actual answers and reasons.
3. Record relevant observations, inconsistencies and influence or capacity concerns separately from conclusions.
4. Decide and record the necessary follow-up in light of the circumstances and urgency before relying on the instructions.

## Practical guide

Jurisdiction: NSW professional guidance used as the example. Apply the relevant jurisdiction’s law and professional obligations.

**Deliverable**: A meeting agenda and contemporaneous note structure for direct instructions.

**Inputs**

- Permitted client background
- Prior will if available
- Known communication, accessibility and urgency needs

**Example**: The background was supplied by a prospective beneficiary. Prepare questions for the client; do not reuse the beneficiary’s account as the client’s instructions.

**Stop and escalate when**

- Pause if the client cannot give clear instructions or another person controls the discussion.
- Escalate capacity or influence concerns to the responsible practitioner; urgent circumstances require an individual response.

Checked 2026-09-16.

## Sources

- [Law Society of NSW: Wills and estates frequently asked questions](https://www.lawsociety.com.au/resources/resources/my-practice-area/elder-law/wills-estates-FAQ) (checked 2026-09-16)

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