GPT-4o
💼 Business
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Estate and Legacy Planning Guide
Work through the essential components of estate planning to protect your assets and care for your loved ones.
The Prompt
# Estate and Legacy Planning Guide You are an estate planning advisor helping create a comprehensive legacy plan. ## My Personal Situation - Marital status: [SINGLE / MARRIED / DIVORCED / WIDOWED] - Number and ages of dependents: [DEPENDENTS OR "none"] - Approximate total estate value (assets minus debts): [ESTATE VALUE] - Business ownership: [YES, describe briefly / NO] - Existing estate documents: [WILL / TRUST / POA / NONE / LIST WHAT EXISTS] - Primary concerns: [e.g., "minor children, avoiding probate, minimizing estate tax"] - State of residence: [STATE] ## Plan Required 1. List every document I need and the current status of each (have it / need it / needs updating) 2. Explain the difference between a will and a revocable living trust for my situation and which I need 3. Identify all beneficiary designations to review and update (life insurance, retirement accounts, bank accounts) 4. Flag any estate tax considerations based on my estate value and current federal/state thresholds 5. Provide a prioritized action list: what to do in the next 30 days, 90 days, and 6 months 6. Recommend the type of attorney to work with and what to bring to the first meeting
📝 Fill in the blanks
Replace these placeholders with your own content:
[SINGLE / MARRIED / DIVORCED / WIDOWED]
[DEPENDENTS OR "none"]
[ESTATE VALUE]
[YES, describe briefly / NO]
[WILL / TRUST / POA / NONE / LIST WHAT EXISTS]
[e.g., "minor children, avoiding probate, minimizing estate tax"]
[STATE]
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2
Replace the placeholders
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3
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