Prepare questions for a will-instructions meeting

Key facts

Human involvement: YellowClose supervision
How AI is used: Draft questions that track Probate Code § 6100.5(a) and the people named in § 21380(a): the testamentary act, the property, family members whose interests are affected, who drafted any existing instrument, and whether a care custodian or a drafter would take. Write no note of the client's answers.
What the lawyer must review: You conduct the meeting and you write the notes. Section 6100.5(a)(1) says an individual is not competent if unable to understand the testamentary act, understand and recollect the property, or remember and understand relations to living descendants, spouse, parents, and those whose interests are affected. Section 6100.5(a)(2) covers a mental health disorder with delusions or hallucinations that cause a disposition the individual would not otherwise have made. Section 21380(a) presumes fraud or undue influence for a donative transfer to the drafter, a fiduciary transcriber, a care custodian of a dependent adult in the stated window, and defined relatives, cohabitants, employees, and law-firm colleagues of those people. The presumption affects the burden of proof and is rebutted by clear and convincing evidence, except that § 21380(c) makes it conclusive for the drafter and for persons related to or associated with the drafter under paragraphs (5), (6) and (7). You decide whether anyone in the room is in that list.
Written for / version: United States versionUS

Who does what

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, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

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
Estate-planning intake questionnaire (United States)	Checklist	AI use Yellow	An intake for a US estate plan that collects family, assets, and fiduciary choices, and that separates the HIPAA authorization from the state-law questions the lawyer still has to 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.