The Prompt
Create a comprehensive estate planning checklist for client [Client Name] with estate valued at approximately [$amount]. Family situation: - Marital status: [single/married/divorced/widowed] - Children: [number and ages] - Special needs dependents: [Yes/No] - Business ownership: [Yes/No] Estate planning checklist: FOUNDATION DOCUMENTS - Will — drafted and signed - Durable power of attorney - Healthcare proxy/Medical power of attorney - Living will/Advance directive - HIPAA authorization TRUST PLANNING - Revocable living trust consideration - Irrevocable trust if estate tax concern - Special needs trust if applicable - Trust funding status BENEFICIARY DESIGNATIONS - Life insurance beneficiaries current - Retirement account beneficiaries current - Bank account TOD designations - Investment account TOD designations TAX PLANNING - Federal estate tax exposure - State estate tax exposure - Gift tax annual exclusion strategy - Charitable giving strategy BUSINESS SUCCESSION (if applicable) - Buy sell agreement - Business valuation - Succession plan documented DOCUMENT STORAGE - Documents location known to family - Digital asset inventory - Attorney contact information Format as actionable checklist with completion status
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How to Use This Prompt
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- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
Pro Tip
The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.
This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.