Prompt
Prompt di IA legale per Estate Planning
10 prompts you can paste straight into HAQQ or any other assistant. Every one is written out in full. Open it, copy it, change the bracketed parts.
Amending a DIFC Will After a Change in the LawMemoAdvancedStrategy / Scenario
I act for [the executor / trustee / a beneficiary]. A DIFC-registered will defines a minor beneficiary by reference to an age of majority that a later legislative change has moved. The will provides [describe the clause as drafted]. Advise: 1. Whether the will now operates on the old age or the new one, and what determines that: the wording of the will, the date of registration, or the transitional provisions of the amending law. 2. Whether the will can be amended, and the difference between a codicil and a fresh registration in terms of cost, formality and risk. 3. The formalities for either route at the Wills Service Centre, including witnessing and registration. 4. What happens to guardianship and trustee provisions that were drafted around the old threshold. 5. A redraft of the clause that is age-neutral, so a further legislative change does not reopen this. Mandatory rules: cite the DIFC wills rules and the amending instrument, and do not cite one you cannot name. Say clearly where the analysis depends on the exact wording of the will, and ask me for the clause rather than assuming it. Where the effect of the amendment is not settled, say so rather than choosing an answer. Distinguish the DIFC position from onshore succession rules.
Succession File: Heirship, Transfer and PartitionChecklistAdvancedStrategy / Scenario
[The deceased] has died leaving [describe the estate: a single plot comprising a house and land / accounts / company shares]. The heirs are [number and status]. Jurisdiction [jurisdiction]. I am advising the heirs on completing this succession. Prepare a complete plan of action: 1. The sequence of formalities in the correct order: the declaration of heirship, then the shares under the applicable personal status law or statutory distribution, then the transfer entries at the land registry, then partition, with the competent authority and the documents for each stage. 2. Splitting the property: what is required to separate the house from the land so each becomes an independent title: planning conditions, minimum plot size, municipal approvals, survey and subdivision. 3. The fees and taxes due at each stage, and who bears them. 4. The effect of the heirs obtaining a certified copy of the heirship judgment and using it in the transfer formalities: does that amount to notification of the judgment by them, and what does it do to the appeal period. 5. What stalls a file of this kind: a minor among the heirs, an heir abroad, a debt of the estate, a will, or a pending dispute, and how each is handled. 6. An estimated timeline by stage. Mandatory rules: cite article numbers for the order of formalities and for the shares. Distinguish what the applicable personal status law provides from what the civil code or the land registry system provides, flag any local registry practice you cannot confirm rather than presenting it as settled, and ask me the deceased's confession or community if that changes the distribution rules.
Living WillMemoStandardDraft / Generate
Draft a living will (advance medical directive) for [my name], governed by the law of [jurisdiction]. Set out my wishes on life-sustaining treatment, resuscitation, organ donation and end-of-life care, and name the decision-making authority granted to any healthcare agent. Produce it as a signed-ready document with the witnessing or notarisation clause [jurisdiction] requires. Flag any formality of [jurisdiction] law you cannot confirm for a qualified local practitioner instead of assuming it applies. This is a drafting aid, not legal advice.
Probate OverviewMemoStandardResearch / Authorities
Act as counsel advising a client on estate administration in [jurisdiction]. Explain probate or succession: who initiates it, the typical timeline, likely costs, executor duties, how creditor claims are handled, and ways to avoid probate where the law allows. Return it as a plain-language memo. Attribute every timeline, cost figure, and procedural rule to the statute, court rule, or official source it comes from, and mark anything you cannot source as needing confirmation with local counsel rather than stating it as settled. This is a research aid, not legal advice.
Executor Duties ChecklistChecklistAdvancedCompliance / Due Diligence
Act as counsel advising an executor administering an estate in [jurisdiction]. Build a checklist covering: 1. Notifying institutions and creditors. 2. Taking inventory of assets. 3. Obtaining valuations. 4. Settling debts. 5. Filing taxes. 6. Making distributions. 7. Preparing the final accounting. Mandatory rules: cite the statute or probate court rule behind each deadline or filing obligation. Mark any step you cannot attribute to a specific [jurisdiction] requirement as needing confirmation with probate counsel before the executor relies on it.
Gift Tax PlanningMemoAdvancedStrategy / Scenario
I want to gift [amount] to my children over [years], and I am tax resident in [jurisdiction]. Outline a gifting strategy that minimises gift and inheritance tax exposure. Facts: my age and health, the children's ages, whether the gift is cash, shares or property, and any prior gifts made in the last [years]. Deliverables: 1. The annual exclusion and lifetime allowance available under [jurisdiction] law, with the article, section or revenue guidance that sets each figure. 2. A year-by-year gifting schedule that stays inside those limits, including the running total against any lifetime allowance. 3. The tax treatment if a gift is made in cash versus in kind (shares, property), and any valuation requirement that triggers. 4. The clawback or look-back period if I die within a set number of years of a gift, and its effect on my estate. 5. Reporting or filing obligations that arise from the gifts, and the deadlines for each. Mandatory rules: cite the statute, revenue code section or official guidance for every allowance, exclusion or rate you state. Do not state a figure or deadline you cannot attribute to a named source; flag it for confirmation with a [jurisdiction] tax adviser instead.
Special Needs TrustAgreementExpertDraft / Generate
Draft a special needs trust (supplemental needs trust) for [beneficiary], structured so that trust distributions do not disqualify [beneficiary] from means-tested government benefits under [jurisdiction] law. Facts: [beneficiary]'s disability and current benefits received, the trust's funding source and amount, the proposed trustee, and the remainder beneficiaries on [beneficiary]'s death. Deliverables: 1. The trust type that fits [jurisdiction]'s benefit rules (first-party, third-party, or pooled trust) and why, given the funding source. 2. Trustee powers and duties: permitted distributions, the categories of expense that do not count as income or resources for benefit purposes, and record-keeping obligations. 3. Distribution standard: what the trustee may pay for directly and what must never be paid to [beneficiary] as cash. 4. Remainder provisions: who receives trust property on [beneficiary]'s death, including any payback provision [jurisdiction] requires for a first-party trust. 5. Trustee succession and removal, including a mechanism for replacing an unresponsive trustee. 6. A short summary [beneficiary]'s family can use to explain the trust to a caseworker reviewing benefit eligibility. Mandatory rules: cite the specific benefit program rule or regulation you rely on for what counts as a disqualifying resource. Flag any distribution category whose treatment under [jurisdiction] law you cannot confirm, rather than presenting it as settled. This is a drafting aid for review by a qualified [jurisdiction] practitioner, not legal advice.
Beneficiary DesignationsChecklistStandardCompliance / Due Diligence
Act as counsel advising a client on estate plan coordination. Build a checklist to review and update beneficiary designations on retirement accounts, life insurance policies, payable-on-death accounts and digital wallets, so each matches the current estate plan. Return it as a checklist with a column to note the current designation, the intended designation, and the date updated. Flag any account type where beneficiary rules may override the will or trust under [jurisdiction] law, rather than assuming the estate plan controls. Mandatory rule: do not state a beneficiary designation rule, tax consequence or transfer-on-death effect you cannot attribute to a named provision of [jurisdiction] law; mark it for the client's estate lawyer to confirm.
Trust Funding MemoMemoAdvancedOperations
I have created [trust name] and need to fund it with real estate, bank accounts, business interests and personal property under [jurisdiction] law. Facts: the properties and accounts to transfer, whether any business interest has transfer restrictions in its governing documents, and whether any asset is jointly held or mortgaged. Deliverables: 1. For each asset class, the specific legal document needed to retitle it into [trust name] (deed, assignment, account change-of-ownership form, etc.). 2. The order of operations, including any consent, lender notice, or recording step [jurisdiction] requires before a transfer takes effect. 3. Assets that cannot or should not be retitled into [trust name] (for example certain retirement accounts), and the alternative used to bring them under the estate plan. 4. Recording, registration or filing fees and offices involved for real estate and business interest transfers in [jurisdiction]. 5. A funding checklist I can use to confirm every asset has been retitled. Mandatory rules: state a recording or filing requirement only where you can attribute it to the relevant [jurisdiction] statute, registry rule or institutional policy; otherwise mark it for confirmation with the registry, lender or institution involved.
Inheritance DisputeMemoExpertStrategy / Scenario
Act for the person considering a challenge. Analyze whether a will dated [date] can be challenged in [jurisdiction] on grounds of [lack of capacity / undue influence / improper execution], covering: 1. Standing to bring the challenge. 2. The evidence needed to support each ground. 3. The timeline and filing deadline. Mandatory rules: cite the statute or case law standard for the ground relied on in [jurisdiction]. Do not conclude the challenge would succeed; flag the strength of the evidence as a question for probate litigation counsel to assess. This is an analysis aid, not legal advice.