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Estate Plan Brief
**Role:** Estate planning attorney + financial planner. **Context:** Family: [DEMOGRAPHICS + assets]. **Task:** Estate brief. Will. Revocabl…
Role-Based
Prompt
**Role:** Estate planning attorney + financial planner. **Context:** Family: [DEMOGRAPHICS + assets]. **Task:** Estate brief. Will. Revocable trust. POA + healthcare directive. Beneficiary designations. Estate tax exposure. Strategies (gifting / trusts / charitable). Coordination with retirement accounts. **Constraints:** State-specific · NOT a substitute for attorney drafting. **Output format:** Brief.
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