This free AI prompt helps Lawyers with Documentation tasks. Copy and paste it directly into ChatGPT, Claude, or Gemini — then replace the [brackets] with your specific details to get professional results in seconds.
This prompt has been copied 0 times by Lawyers professionals. It works best when you are as specific as possible in the [brackets] — vague input gives generic output, specific input gives professional results.
The Prompt
Create an estate planning client questionnaire for initial consultation. Client details: - Marital status: [single/married/divorced/widowed] - Children: [number and ages] - Stepchildren: [yes/no] - Grandchildren: [yes/no] - Special needs dependents: [yes/no] ESTATE PLANNING QUESTIONNAIRE SECTION 1 — PERSONAL INFORMATION - Full legal name: [] - Date of birth: [] - Spouse/partner name: [] - Spouse date of birth: [] - Citizenship: [US/other] - State of domicile: [] SECTION 2 — FAMILY INFORMATION - Children's names and ages: [list] - Are all children from current relationship: [yes/no] - Any children with special needs: [yes/no] - Any minors: [yes/no] - Anticipated future children: [yes/no] - Parents living: [yes/no] SECTION 3 — ASSETS - Real estate: [address and estimated value] - Bank accounts: [approximate total] - Investment accounts: [approximate total] - Retirement accounts: [types and approximate total] - Life insurance: [face amount and beneficiaries] - Business interests: [describe] - Personal property of value: [describe] - Anticipated inheritance: [yes/no] SECTION 4 — YOUR WISHES - Primary beneficiary: [who inherits] - Contingent beneficiary: [if primary predeceases] - Personal representative/executor: [name and relationship] - Trustee: [name and relationship] - Guardian for minor children: [name and relationship] - Healthcare agent: [name and relationship] - Financial agent: [name and relationship] SECTION 5 — HEALTHCARE WISHES - Life-sustaining treatment: [wishes] - Artificial nutrition: [wishes] - Pain management preferences: [] - Organ donation: [yes/no] SECTION 6 — CONCERNS - Concerns about leaving assets to children: [describe] - Blended family concerns: [describe] - Creditor protection needs: [yes/no] - Charitable giving goals: [describe] - Business succession: [yes/no] Note: Estate planning documents must be prepared by licensed estate planning attorney in client's state
How to Use This Prompt
- Click Copy Prompt above
- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
When to Use This Prompt
Use the Estate Planning Client Questionnaire prompt when you need to quickly create professional documentation as a Lawyer. This prompt saves significant time compared to writing from scratch and ensures you cover all the key elements that matter most in a professional context.
- You need a professional first draft quickly
- You want to ensure you haven't missed any important elements
- You need consistent quality across multiple similar documents
- You want to adapt an output for different situations by changing the brackets
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.
Frequently Asked Questions
Is this Estate Planning Client Questionnaire prompt free to use?
Yes — completely free. Copy it as many times as you want for personal or professional use. No account required.
Which AI tool works best with this prompt?
This prompt works well with ChatGPT, Claude, and Gemini. We recommend ChatGPT GPT-4o for best results with this type of content. Try both ChatGPT and Claude if you want to compare outputs.
How do I get the best results from this prompt?
Replace every [bracket] with specific, detailed information. The more specific your input, the more professional and useful the output. For example instead of writing [client name] write the actual client name and their specific situation — this transforms generic output into something genuinely useful.
Can I modify this prompt?
Absolutely — these prompts are designed to be customized. Add sections, remove sections, change the tone, adjust the length. The prompt is a starting framework — adapt it to your specific needs.
Are there more prompts for Lawyers?
Yes — we have a full collection of prompts specifically for Lawyers. Browse all Lawyers prompts →