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Help Me Plan My Will and Estate
Most people delay estate planning because it feels complex, but dying without a will means the state decides who gets your assets and who raises your children. This prompt walks you through every element of a proper estate plan so you know exactly what you need and can have an informed conversation with a professional.
The Prompt0 of 4 slots filled. Copy as-is or fill more.
Act as an estate planning advisor helping me create a comprehensive plan. My situation: I am years old. My family situation is . My assets include approximately . My state of residence is . Please help me understand: (1) The core documents I need - will, living trust, healthcare directive, power of attorney - and which ones apply to my situation, (2) The difference between a will and a revocable living trust and which makes more sense for me, (3) How to name beneficiaries correctly on retirement accounts and life insurance so they pass outside of probate, (4) Guardianship designations if I have minor children, (5) What happens if I die without a will in my state (intestate succession), (6) Strategies to minimize estate taxes if my estate is large, (7) How to fund a trust if I create one, (8) How to store and communicate my estate documents so my family can find them, and (9) When I need to hire an estate planning attorney versus use an online service.
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How to use this prompt
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Fill the slots
Edit the highlighted fields above. Same-named slots stay synced.
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Copy filled
The copy button writes the version with your inputs already filled in.
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Paste & send
Use it in ChatGPT, Claude, Gemini, or Copilotly.
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Ask follow-ups
Drill into specific points: "Expand on #3" or "What about X?"
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Pro tips for better results
โBeneficiary designations on retirement accounts and life insurance override your will - update them after any major life event
โIf you have minor children, naming a guardian in your will is the single most important thing you can do today
โAsk for a simplified checklist of action items in priority order once you understand the full plan
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Why this prompt works
Most people write one-line prompts and get generic, surface-level AI responses. This prompt is engineered to produce expert-level output because it bakes in three principles that meaningfully shift response quality:
Role assignment
It tells the AI to act as a specific professional (a legal expert), activating more relevant knowledge and shifting away from generic advice.
Structured output
It specifies the exact response format - numbered steps, comparisons, risk ratings - so you get organized, actionable answers instead of a wall of prose.
Context anchoring
The slots you just filled force the AI to ground every recommendation in your specific situation instead of defaulting to textbook advice.
For sharper output, use this prompt with Legal Copilot - it already has legal expertise built in and ships output in the format you expect.
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Works with every AI platform
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ChatGPT
Compatible
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Claude
Compatible
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Gemini
Compatible
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Copilotly
Best results
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Frequently asked questions
What does the "Help Me Plan My Will and Estate" prompt do?
Most people delay estate planning because it feels complex, but dying without a will means the state decides who gets your assets and who raises your children. This prompt walks you through every element of a proper estate plan so you know exactly what you need and can have an informed conversation with a professional.
Can I use this prompt with ChatGPT?
Yes. This prompt works with ChatGPT, Claude, Gemini, and any other AI platform. For the best legal results, use it with Copilotly's Legal Copilot copilot, which has built-in domain expertise.
Is this prompt free?
Completely free. Fill the slots above, copy the result, and use it with any AI tool. No account required to read, fill, or copy prompts.
How do I customize this prompt?
Replace the highlighted placeholders inline above with your specific details. The more context you provide, the better the AI response. Switch to "Raw" mode in the top-bar to see the unfilled template.
What AI copilot is best for legal prompts?
Copilotly's Legal Copilot is purpose-built for legal tasks. Unlike generic AI chatbots that hedge or refuse professional advice, Copilotly's copilots use domain-specific frameworks, terminology, and output formats.
The real valueA prompt is a starting line.
A prompt is a starting line.
A copilot runs the race.
Legal Copilot already knows the right questions to ask, the right format to return, and the follow-ups to drive. Free to start, no card needed.
Open Legal CopilotAI will planningChatGPT estate planningestate plan prompt AIAI will and testamentestate planning AI
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