---
title: "Estate-planning intake questionnaire (United States)"
url: "https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-estate-planning-intake-questionnaire"
type: "precedent"
site: "AI Law Framework"
id: "a17-us-estate-planning-intake-questionnaire"
area_id: "A17"
kind: "checklist"
ai_level: "yellow"
version: 1
task_ids: ["A17-P20260916-2", "A17-T1-R1", "A17-T1-R5", "A17-T1-R8"]
law_stated_as_at: "2026-10-22"
---

# Estate-planning intake questionnaire (United States)

> 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.

Canonical page: https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-estate-planning-intake-questionnaire  
Law stated as at: 2026-10-22

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

## Key facts

- Kind: Checklist. Steps or checks to work through and tick off.
- Practice area: [Wills, Estates, Probate & Succession](https://ailawframework.com/precedents/wills-estates-probate-and-succession.md)
- Jurisdictions: United States
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-22
- Status: Maintained. Checked on 2026-10-22 against the 2 authorities it cites, for United States.

## When to use it

Use at the first estate-planning meeting in a US matter. Complete the state-law section by naming the state and opening its statute. Do not use the answers as a will.

## Used for these tasks

- [Prepare questions for a will-instructions meeting](https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-questions-for-a-will-instructions-meeting.md)
- [Prepare the will-instructions pack: capacity, undue-influence and family notes](https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-the-will-instructions-pack-capacity-undue-influence-and-family-n.md)
- [Prepare death-benefit nomination steps against the fund deed](https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-death-benefit-nomination-steps-against-the-fund-deed.md)
- [Assess family-provision, further-provision or elective-share eligibility from the file](https://ailawframework.com/practice/wills-estates-probate-and-succession/assess-family-provision-further-provision-or-elective-share-eligibility.md)

## How AI may be used

A tool may turn the client's own list of names and accounts into rows, and it may mark a state-law row that still has no statute in the file.

**AI may:**

- Enter names, relationships, and asset descriptions the client has already written
- Flag a beneficiary designation the client has not produced
- Flag the state-law section when the statute citation is blank
- Point to the HIPAA authorization when a provider would have to disclose protected health information

**AI must not:**

- Must not draft a will, a trust, or a deed from these answers
- Must not state a witness count, a notary rule, an elective share, or a homestead rule
- Must not decide that the client has capacity
- Must not add a perjury statement or a jurat

**The lawyer checks:**

- Every asset row names how title is held, from a document or from the client's statement marked as such
- The HIPAA row is either "no provider disclosure" or a pointer to the signed authorization
- The state named is the client's domicile, and land is listed by the state where it sits
- The state-law section cites a statute the lawyer opened, or it stays blank

## Authorities

- [45 CFR 164.508 (Uses and disclosures for which an authorization is required), core elements, required statements, compounding, conditioning, and revocation](https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-E/section-164.508)
- [45 CFR 160.203 (General rule and exceptions on preemption of State law), including paragraph (b) on a more stringent State privacy law](https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-160/subpart-B/section-160.203)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/wills-estates-probate-and-succession/us-estate-planning-intake-questionnaire and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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