Prompt
Estate Planning AI prompts for lawyers
15 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.
Living WillMemoStandardDraft / Generate
Draft a living will / advance medical directive for [my name] in [jurisdiction] specifying my wishes about life-sustaining treatment, resuscitation, organ donation and end-of-life care.
Healthcare ProxyMemoStandardDraft / Generate
Draft a healthcare proxy designating [name] to make medical decisions for me if I am incapacitated. Specify scope, alternates and the standards they should follow in [jurisdiction].
Living TrustAgreementExpertDraft / Generate
Draft a revocable living trust for [my name] in [jurisdiction] holding [list of assets] for the benefit of [beneficiaries], with [name] as successor trustee and distribution rules on my death.
Codicil to WillMemoStandardDraft / Generate
Draft a codicil to my existing will dated [date] to add / change [provision]. Keep all other provisions in force and meet witnessing requirements in [jurisdiction].
Probate OverviewMemoStandardResearch / Authorities
Explain probate / succession in [jurisdiction]: who initiates it, typical timeline, costs, executor duties, creditor claims, and how to avoid probate where possible.
Executor Duties ChecklistChecklistAdvancedCompliance / Due Diligence
Build a checklist for an executor administering an estate: notifying institutions, inventory, valuations, debts, taxes, distributions and final accounting in [jurisdiction].
Gift Tax PlanningMemoAdvancedStrategy / Scenario
Outline how I can gift [amount] to my children over [years] in [jurisdiction] while minimizing gift / inheritance tax, including annual exclusions and lifetime allowances.
Special Needs TrustAgreementExpertDraft / Generate
Draft a special needs trust for [beneficiary] to receive support without losing government benefits in [jurisdiction]. Cover trustee duties, distributions, and remainder beneficiaries.
Pet TrustAgreementStandardDraft / Generate
Draft a pet trust providing for the care of my [pet] after I die: appointed caregiver, funds allocated, instructions and oversight in [jurisdiction].
Digital Assets PlanMemoStandardDraft / Generate
Draft instructions covering my digital assets after death: email, social media, crypto, cloud storage, domains and subscriptions. Include who has access and what to do with each.
Funeral Wishes DocumentMemoStarterDraft / Generate
Draft a document setting out my funeral and burial wishes: type of service, religious considerations, organ donation, location, music, and who is in charge.
Beneficiary DesignationsChecklistStandardCompliance / Due Diligence
Build a checklist to review and update beneficiary designations on retirement accounts, life insurance, payable-on-death accounts and digital wallets to match my estate plan.
Trust Funding MemoMemoAdvancedOperations
Explain the steps to fund my newly created [trust name] with real estate, bank accounts, business interests and personal property, with the legal documents required in [jurisdiction].
Inheritance DisputeMemoExpertStrategy / Scenario
Analyze whether I can challenge a will dated [date] in [jurisdiction] on grounds of [lack of capacity / undue influence / improper execution]. Outline standing, evidence and timeline.
Estate Contestation NoticeMemoAdvancedDraft / Generate
Draft a notice of contestation of the estate of [decedent] who died on [date], asserting my standing as [heir/creditor] and the grounds for the challenge in [jurisdiction].