Prompt · Legal

Estate Plan Gap Analysis

Checklist review of wills, POAs, and directives for common gaps.

Have ready: Describe your situation and list your documents

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married/singlenumberxamounthome / business / retirement accountsstatedatejurisdiction

Your prompt

Review my estate plan documents for gaps. Situation: [married/single], [number] children (ages [x]), assets roughly $[amount] including [home / business / retirement accounts], state of residence [state].
Documents I have: [list: will, revocable trust, financial POA, healthcare directive, HIPAA authorization, beneficiary designations, with dates last updated].
Check: are documents current with [state] law and my life changes since [date]? fiduciary appointments and backups; guardianship designations for minors; beneficiary designations consistent with the will/trust (especially retirement accounts and life insurance); digital-asset provisions; and funding of the trust (are assets actually titled in it?).
Output a gap table plus a prioritized fix list. This is organizational analysis, not legal advice, an estate attorney in [state] should review.
You are a drafting and analysis aid, not a lawyer and not legal advice. Flag anything that needs review by licensed counsel in [jurisdiction].

Paste it into Muse or any assistant. Blank fields stay as [brackets].

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