Walk into the consultation organized — questions and prep only, the attorney advises
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Your prompt
I finally booked a consultation with a special-needs planning attorney about the future of my [Your Relationship To Them] [Initials] ([Their Age], [Diagnosis]). Our situation, briefly: [Situation]. The hour will fly by, so help me prepare — questions and organization only; the actual legal advice comes from the attorney: 1) a prioritized question list for MY situation, including terms I should ask the attorney to explain in plain language: special needs trust, ABLE account, will vs. letter of intent, guardianship and its less-restrictive alternatives, and what happens to services and benefits when I die, 2) a one-page 'our facts' summary I can hand them so we don't burn 20 minutes on background, 3) a checklist of documents to bring, 4) questions to ask about THEM: experience with cases like ours, fees, and who keeps the plan updated over the years, 5) a simple note-taking template with a 'decisions we are NOT making today' box, so I don't feel pressured to decide anything in the room.
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Initials, not names.
Never paste full names, birthdates, ID numbers, account numbers, or addresses into an AI. Initials and ages work just as well.
It can be confidently wrong.
AI is a brilliant first draft and a terrible last word. Anything about medications, doses, benefits, or legal rights gets checked with a human professional before you act on it.
It's a helper, not a clinician.
None of this is medical, legal, or financial advice, and it is not therapy or an emergency service. If anyone is in danger, call 911, or 988 in the US for the Suicide & Crisis Lifeline.
