Estate Plan Brief

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.

How to use this prompt

1. 1

   Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

2. 2

   Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

3. 3

   Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

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