For estate planning attorneys who leave every consult with 90 minutes of handwritten notes and a blank drafting-software screen.
Raw notes in
consult w/ [CLIENT 1] and [CLIENT 2], married couple, [DATE] 2 kids — [CHILD 1] 14, [CHILD 2] 11 want revocable living trust, pour-over wills, POAs, healthcare directives house ~$[HOME VALUE], joint brokerage ~$[BROKERAGE], both have 401ks [CLIENT 1]'s sister [SUCCESSOR TRUSTEE] as successor trustee guardian for kids if both pass: [CLIENT 1]'s brother [GUARDIAN] want to disinherit estranged [CHILD 3] from prior marriage — need to discuss carefully
Structured output
Matter: Estate plan — revocable trust package, [STATE] Clients: [CLIENT 1] & [CLIENT 2] Documents needed: revocable living trust, pour-over wills, financial POAs, healthcare directives Key facts: 2 minor children ([CHILD 1], [CHILD 2]); successor trustee [SUCCESSOR TRUSTEE]; guardian [GUARDIAN] Open questions: disinheriting [CHILD 3] — confirm no-contest clause needed, review state forced-heirship rules Next step: draft trust funding schedule; schedule follow-up before signing
The gap between the consult and the first draft is where estate planning time actually disappears — not the drafting itself, but manually re-keying everything discussed in the meeting into the drafting software afterward.
“You sit with a couple for like 90 minutes taking notes about their kids, assets, who gets what, successor trustees, all that. Then you go back to your desk and spend another 2-3 hours manually entering everything into wealthcounsel or whatever you use for drafting.”
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