AI for Estate Planning Attorneys Quiz

Answers and explanations appear as you take the quiz.

1. Why does the guide say drafting errors in estate documents are especially dangerous?
   • Estate documents cannot be amended once drafted
   • They often surface only after the client has died or lost capacity, when the client can no longer help fix them
   • Courts automatically void any will drafted with software
   • Clients are legally barred from reading their own trusts
2. Which assets does the guide say generally pass outside a will?
   • Personal items listed in a memorandum
   • Only real estate located out of state
   • Any asset worth less than a set threshold
   • Retirement accounts, life insurance, transfer-on-death accounts and jointly owned property
3. In the setup the guide recommends, what should drive which documents and provisions get selected?
   • Structured intake data applied through rules to the firm's vetted clause bank
   • The language model's judgment about what the client probably wants
   • The most recent plan the firm drafted for any client
   • The client's own freeform written instructions
4. Why should each generated clause be tagged as library text or model text?
   • To calculate how much to bill the client
   • Because probate courts require the tags
   • So reviewers know where to focus their attention
   • To prevent the client from editing the document
5. What risk does the guide attach to AI-written plain-language summaries of an estate plan?
   • Summaries automatically revoke the underlying will
   • Summaries must be filed with the court
   • Clients never read summaries, so they waste time
   • A summary that misstates a distribution may be relied on by the client and family
6. Which judgment does the guide say AI cannot make in estate planning?
   • Whether an elderly client understands the plan or is being pressured
   • Whether two percentages add up to 100
   • Whether a defined term is used consistently
   • Whether a fiduciary has a named successor
7. From which version of the documents should client summaries be generated?
   • The first AI draft, for speed
   • Whichever version the paralegal last edited
   • The final signed documents
   • The firm's generic template
8. Which document assembly products does the guide name as long used by estate planning firms?
   • Kira and Luminance
   • HotDocs and WealthCounsel
   • Ironclad and Icertis
   • Datasite and Intralinks