Prepare the will-instructions pack: capacity, undue-influence and family notes
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the intake, draft an instructions summary, a family and beneficiary tree, and capacity and undue-influence warning signs for the lawyer to test at the meeting.
- What the lawyer must review
- Assess capacity and undue influence yourself
- Do not let the pack replace the interview
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Limit any support to organising, indexing or comparing the source material. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. 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.