Sample output: Estate Planning Intake
This is an illustrative sample of what the Estate Planning Intake skill produces. Every party, date, document, and fact is fictional — invented for illustration only.
The fictional scenario
Sample Request — estate-planning-intake
Fictional illustration. All parties, facts, figures, and documents below are invented for this example.
Please run estate-planning-intake for a new matter and prepare a source-cited working paper for the attorney.
Matter facts
- Client: Margaret Holloway, an individual.
- Jurisdiction: State A (the client's state of residence).
- The user's role: estate-planning attorney's paralegal preparing the intake.
- Review purpose: a first estate plan for a married client with minor children and a small business.
Materials provided
- Client questionnaire (fictional), 3 pages.
- A prior will (fictional), execution year noted as "approximately ten years ago".
Stated facts
- Married; spouse is Daniel Holloway.
- Two children, ages 9 and 12.
- Assets: a primary residence, two bank accounts, a brokerage account, a retirement account, and a 60% interest in a fictional bakery business.
- The client mentions a life insurance policy but cannot locate the beneficiary form.
- The client wants to name a guardian for the children but has not decided between two relatives.
- The client mentions possible estate-tax concerns but is not sure.
- The prior will names an executor who has since passed away.
Please: cite the fictional documents (for example, Questionnaire p.2); use unknown / not found / not provided / ambiguous for gaps; mask any sensitive identifiers; do not recommend a specific estate plan or give legal or tax advice; and include attorney verification questions.
What the skill produced
Sample Output — estate-planning-intake
Draft work product for attorney review. Not legal advice. Every party, fact, figure, document, and citation below is fictional and illustrative. This example contains no real or invented legal authority. It shows the shape of the skill's deliverable — not a model answer for any matter.
Capability and Reliance Notice
This is a draft estate-planning intake working paper for review by a qualified, licensed attorney. It does not provide estate-planning or tax advice, recommend a plan or instrument, or determine the validity or effect of any document. A qualified attorney must review it before any estate-planning decision.
Gates Table
| Gate | Status | Source |
|---|---|---|
| Client and role | Margaret Holloway; intake prepared by the attorney's paralegal | User request |
| Jurisdiction | State A (residence) | Questionnaire p.1 |
| Planning goals | First estate plan; minor children; small business | User request |
| Review purpose | Scope an estate-planning engagement | User request |
Intake Summary
Margaret Holloway, a married client in State A with two minor children, seeks a first estate plan. Her assets include a residence, bank and brokerage accounts, a retirement account, and a 60% interest in a small business. A prior will exists but names a now-deceased executor. Guardianship, a possibly missing life insurance beneficiary form, and possible estate-tax concerns are open items for the attorney.
Source-Cited Fact Register
| Fact | Source | Status |
|---|---|---|
| Married to Daniel Holloway | Questionnaire p.1 | Provided |
| Two children, ages 9 and 12 | Questionnaire p.1 | Provided |
| Residence, two bank accounts, brokerage, retirement account | Questionnaire p.2 | Provided |
| 60% interest in a bakery business | Questionnaire p.2 | Provided |
| Life insurance policy exists; beneficiary form | Questionnaire p.3 | Form not found |
| Prior will executed ~10 years ago | Prior will | Provided (execution year ambiguous) |
| Prior will's named executor | Prior will | Executor reported deceased |
| Guardian preference | Questionnaire p.3 | ambiguous — two candidates, undecided |
Planning Issue Map (questions for the attorney)
| # | Topic | Open question for the attorney |
|---|---|---|
| 1 | Fiduciary appointments | The prior will's executor is deceased — what fiduciary choices does the attorney need to discuss? |
| 2 | Guardianship | The client is undecided between two guardians — what does the attorney need to resolve this? |
| 3 | Business interest | How should the 60% business interest be addressed in planning? |
| 4 | Beneficiary designations | The life insurance beneficiary form is not found — what is needed to review it? |
| 5 | Estate tax | The client raised possible estate-tax concerns — should this be routed to a tax professional? |
Missing Information
- The life insurance beneficiary form —
not found. - The exact execution date of the prior will —
ambiguous. - The client's guardian selection — undecided,
ambiguous. - Asset values —
not provided.
Document Request List
- The life insurance policy and its current beneficiary designation form.
- The complete prior will and any codicils.
- Business formation and ownership documents for the bakery.
- Recent statements for the bank, brokerage, and retirement accounts.
Attorney Verification Questions
- Confirm the jurisdiction and the client's planning goals.
- Confirm the fiduciary and guardian discussions to have with the client.
- Confirm whether estate-tax concerns should be routed to a tax professional.
Assumptions
- Assumed the client and spouse have no prior marriages or other children —
[CONFIRM]. - No estate plan is recommended and no legal or tax advice is given; all open items are for the attorney.