Optional AI assistance • structured preparation only

Estate intake readiness assistant

This optional tool organizes missing information, documents to gather, and questions for a professional. It does not determine legal rights, document validity, deadlines, outcomes, or whether anything is safe to sign.

Your choice: AI is not required. Use the non-AI checklist at any time. Do not enter information the form does not request, confidential locations, passwords, account credentials, complete documents, or unrelated personal details.

Structured preparation

Jurisdiction Matter type Current stage

I have a will copy I have a trust copy I have a power-of-attorney copy I have a health-care proxy copy I have an asset list I have a beneficiary list I have a fiduciary/contact list I know of a time-sensitive date

Optional short note I choose optional AI assistance for this structured purpose. I understand it is not an attorney, does not create representation or privilege, and I must review and correct the result.

Result

No information has been sent.

Choose AI assistance or the non-AI checklist.

Sources and currentness

Legal-information output must use approved sources and show source identity and review date. Unsupported or stale citations fail closed.

When AI is unavailable

The local checklist remains available. No result is invented, and the rest of the portal remains usable.

Human review

Review and correct every result. Use the professional consultation planner or attorney review bridge for legal questions.