Estate Planning Drafting Brief Generator

Paste your raw client meeting notes. Get back a structured drafting brief organized by trust section, ready for an attorney or paralegal to begin document preparation.

Organizes notes for attorney use. Does not draft any legal documents. Document drafting must be performed by a licensed attorney.

Estate notes are especially sensitive — family structure, asset values, beneficiary relationships. The brief-builder works on the structure, not the names. Use [CLIENT], [SPOUSE], [CHILD 1], [BENEFICIARY], $[ASSET VALUE]and the output will match the same placeholders. Run The Redactor on existing notes first if that’s easier.

Bullet points, sentence fragments, abbreviations — whatever form you took them in. Placeholders are fine.

PDF, Word, Excel, image. Up to 3 files, 10 MB each.

Output will appear here once the tool runs.

Questions people ask first

What does the Estate Brief Generator give me?

A structured drafting brief built from your raw client meeting notes — organised by trust section (Revocable Living Trust, Will, Power of Attorney, Healthcare Directive, etc.) with the client's stated wishes mapped to each section. The point is to skip the “re-reading my notes” step and start drafting.

Will it produce the actual estate documents?

No. It produces a brief that a drafting attorney or paralegal uses to start document preparation. Document assembly happens in your drafting platform (WealthCounsel, ElderCounsel, your own templates). The brief tells the drafter what the client wants, section by section.

Should I paste real client names from my notes?

Use the Redactor first. Replace names and identifying details with placeholders before pasting. The brief-building logic reads the substance of the notes (assets, beneficiaries, fiduciaries, distribution patterns), not the identities — placeholders preserve everything that matters.

What if my notes are scattered across multiple meetings?

Paste them all together. The brief deduplicates and reconciles overlapping notes — if the client said one thing in the first meeting and changed their mind in the second, the brief flags the conflict for you to confirm rather than guessing which version is current.

Does it handle complex estate plans (irrevocable trusts, GST, special needs)?

It will surface the relevant client wishes from your notes but it is calibrated to common estate plans. For complex planning (GST allocation, special needs trusts, dynasty trusts, ILITs), the brief gets you to a starting point — the substantive structuring is still attorney work.