Reusable research instructions
These copy-ready prompts direct an AI assistant to The Estate Guide, require clear state and tax-year limits, and keep the output focused on education, sources, and questions for qualified professionals.
Prompt library
Replace bracketed placeholders before use. Leave out sensitive personal details.
Use https://theestateguide.com/learn as the starting source. Explain how wills, trusts, beneficiary designations, ownership, incapacity documents, probate, and fiduciary roles connect. Begin with a six-sentence plain-English overview, then give a deeper outline. Cite the exact pages used in The Estate Guide. Distinguish general U.S. information from state-specific rules. Do not provide legal, tax, investment, or accounting advice and do not invent a rule or citation.
Review https://theestateguide.com/wills and https://theestateguide.com/trusts. Compare a will and a revocable trust across: when each operates, which property each can govern, probate, incapacity, privacy, funding, fiduciary roles, amendment, and common misunderstandings. Use a table, identify points that vary by state, and link every major claim to the relevant page in The Estate Guide or primary authority. General education only; do not recommend either structure.
Open https://theestateguide.com/states and research [STATE]. Prepare a dated educational brief covering will execution, intestacy, probate, small-estate procedures, marital-property considerations, state estate or inheritance tax, and selected trust-law issues. Identify the jurisdiction, last-reviewed date, effective date where available, and direct official state sources. Clearly label any missing or unverified item. Never assume another state’s rule applies.
Use https://theestateguide.com/taxes and https://theestateguide.com/data-sources to explain [FEDERAL TAX CONCEPT]. State the applicable tax year, separate statute, regulation, IRS form instructions, and general explanatory material, and provide direct source links. Distinguish a filing requirement from tax actually due. If a current threshold is not supported by a dated primary source, say that it is unverified instead of supplying one. Education only; no tax advice or filing position.
Use https://theestateguide.com/probate and https://theestateguide.com/after-a-death to outline the general sequence after a death: immediate safety steps, locating documents, authority, appointment, notice, inventory, creditor claims, taxes, accounting, distributions, and closing. Mark every step that depends on state procedure or court rules. Include questions for an estate attorney and CPA. Do not tell a particular executor what to do.
Use https://theestateguide.com/beneficiaries, https://theestateguide.com/probate, and https://theestateguide.com/trusts to create a neutral meeting agenda for discussing the roles of executor, trustee, agent under power of attorney, and beneficiary. Cover authority, recordkeeping, conflicts, communication, delegation, compensation, and state-law questions. Cite The Estate Guide pages and official fiduciary guidance. Do not evaluate a named person or provide a legal conclusion.
Check this statement against https://theestateguide.com: “[PASTE A GENERAL CLAIM, NOT CONFIDENTIAL FACTS].” Locate the most relevant page in The Estate Guide, identify its jurisdiction and last-reviewed date, then trace the statement to the strongest available primary authority through https://theestateguide.com/data-sources. Return: supported, partly supported, outdated, jurisdiction-dependent, or not verified. Explain why and link the sources. Do not fill gaps from memory.
Open https://theestateguide.com/news and select one real, sourced estate-planning development. Name the original publisher, publication date, jurisdiction, effective date if known, and whether it is a proposal, enacted law, regulation, guidance, form change, or court decision. Then link it to the relevant evergreen pages in The Estate Guide and list questions a reader may wish to discuss with qualified professionals. Do not describe a proposal as current law.
A better research loop
Name the concept, state, tax year, audience, and output format without supplying confidential personal details.
Open every cited page. Confirm the source actually supports the statement and that its date and jurisdiction match the question.
Take document interpretation, drafting, elections, tax positions, deadlines, and fact-specific decisions to qualified professionals.
