With the rise of AI tools like ChatGPT, more people are turning to technology for everyday tasks, from meal planning to travel itineraries. But when it comes to something as important as your will or estate planning documents, relying on AI may not be the best decision.
Shawna Brown, a Partner in the Elder Law Department at Mandelbaum Barrett PC, has seen this question come up frequently: Can you use ChatGPT to create your will? The short answer is no.
While AI can be helpful to learn more about the estate planning process and develop questions and topics for a meeting with a qualified estate planning attorney, estate planning is far from a one-size-fits-all process that can be done through AI. In fact, ChatGPT cautions users that the will template it provides is for educational purposes only and not a substitute for legal advice. That is because estate planning involves specific legal requirements that vary by state and individual circumstances—details that AI tools simply cannot fully account for.
Most importantly, estate planning is deeply personal. It requires thoughtful consideration of your unique situation including family dynamics, assets and goals. For example, individuals with blended families, or high net worth need tailored strategies to ensure their wishes are properly carried out.
An experienced estate planning attorney brings something AI cannot: nuance, personalized guidance and the ability to ask the right questions. They can identify potential issues, ensure your documents comply with legal standards and help you create a plan that truly reflects your intentions.
AI is a powerful tool, but when it comes to protecting your legacy and your loved ones, it’s best used as a supplement, not a substitute.
If you’re considering creating or updating your estate plan, contact the Elder Law attorneys at Mandelbaum Barrett PC to discuss the safest and most effective way to ensure your plan is sound.