Estate Planning
Draft Trusts and Estate Plans with AI Precision
Claude helps you draft trust provisions, analyze tax implications, and explain complex estate plans to clients in plain English.
Get Free Weekly PromptsThe Problems You Face Every Day
Complex Trust Provision Drafting
Irrevocable trusts, GRATs, and QPRTs require precise language. Claude drafts provisions tailored to each client's estate plan.
Explaining Estate Plans to Clients
Clients struggle with trust and tax concepts. Claude generates plain-English summaries of estate plans for client review.
Multi-State Estate Administration
Clients with property in multiple states create administration headaches. Claude maps requirements across jurisdictions.
Sample Claude Prompts for Estate Planning
Trust Provision Drafter
Draft specific trust provisions based on client objectives.
Draft trust provisions for the following estate planning objective: Trust type: [e.g., revocable living trust, irrevocable life insurance trust, GRAT, QTIP] Grantor: [NAME] Beneficiaries: [LIST WITH RELATIONSHIPS] Objective: [WHAT THE CLIENT WANTS TO ACHIEVE] Specific concerns: [e.g., spendthrift protection, creditor protection, special needs beneficiary] State: [GOVERNING LAW] Include provisions for: 1. Trust purpose and funding 2. Distribution standards and triggers 3. Trustee powers and limitations 4. Successor trustee provisions 5. Spendthrift protections (if applicable) 6. Trust protector provisions (if applicable) 7. Governing law and situs
Estate Plan Summary for Client
Translate a complex estate plan into a client-friendly summary.
Create a plain-English summary of the following estate plan for the client: Estate plan documents: [LIST WHAT WAS CREATED — will, trust, POA, healthcare directive, etc.] Key provisions: [SUMMARIZE THE MAIN TERMS] Beneficiary designations: [WHO GETS WHAT] Fiduciary appointments: [EXECUTOR, TRUSTEE, AGENT] Write in plain English. Explain: 1. What happens if the client becomes incapacitated 2. What happens when the client passes 3. Who controls what, and when 4. What the client needs to do next (funding, beneficiary updates) 5. When to update the plan
Probate Checklist Generator
Generate a jurisdiction-specific probate administration checklist.
Generate a probate administration checklist for: State: [STATE] Estate type: [e.g., testate/intestate, formal/informal] Approximate estate value: [RANGE] Asset types: [real property, financial accounts, business interests, etc.] Known complications: [e.g., will contest, creditor claims, out-of-state property] Include: 1. Initial court filings and deadlines 2. Notice requirements (heirs, creditors, agencies) 3. Asset inventory and valuation steps 4. Creditor claim process and deadlines 5. Tax obligations (estate tax, income tax, final returns) 6. Distribution procedures 7. Final accounting and closing
How It Works
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Step 2
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Step 3
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Estate Planning FAQ
Can Claude draft trust provisions?
Yes. Claude drafts trust provisions for revocable, irrevocable, and specialty trusts based on your specifications — including distribution standards, trustee powers, spendthrift clauses, and trust protector provisions.
How does Claude help explain estate plans to clients?
Claude generates plain-English summaries of estate plans covering what happens during incapacity, at death, who controls assets, and what clients need to do next — reducing post-signing confusion.
Can Claude help with probate administration?
Yes. Claude generates jurisdiction-specific probate checklists covering court filings, creditor notice requirements, tax obligations, and distribution procedures with applicable deadlines.
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