---
title: "Prepare the will-instructions pack: capacity, undue-influence and family notes"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-the-will-instructions-pack-capacity-undue-influence-and-family-n"
type: "task"
site: "AI Law Framework"
id: "A17-T1-R1"
practice_area: "Wills, Estates, Probate & Succession"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Prepare the will-instructions pack: capacity, undue-influence and family notes

> 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.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-the-will-instructions-pack-capacity-undue-influence-and-family-n  
Last reviewed: 2026-10-22

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 | 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
2. Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Estate-planning intake questionnaire (United States)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-estate-planning-intake-questionnaire.md) | Checklist | 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. |
| [HIPAA authorization for estate planning (United States)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-hipaa-authorization.md) | Letter | 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)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-capacity-and-family-questions.md) | Checklist | 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. |
| [State-specific estate-planning questions (United States)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-state-specific-estate-questions.md) | Memo | Yellow | A memo that lists the estate-planning points that follow state statute, beside the two federal privacy rules that were opened, and that leaves each state citation blank until it is read. |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-the-will-instructions-pack-capacity-undue-influence-and-family-n/united-states.md) | Yellow |

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