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EstateView AI — Research Memo Variable Fields Form

Complete all fields below before generating your General Research (GR) or Client-Specific (CS) memo set.

All three documents per version: Prep Sheet · Research Memo · Master Custom Index

⚖ Governing Law: Florida

FORM COMPLETION: 0%

ALL FIELDS EMPTY — BEGIN ENTERING DATA BELOW

⚠ Enter Once — Used in All Six Documents

Firm Name * #F1

City, State * #F2

Firm Website URL * #F3

Firm Phone Number * #F4

These four fields are shared across every document in both the GR and CS sets. Enter them once here and they will carry through to your Summary output.

GR — Document 1: Prep Sheet

GR-1 ▼

Identity & Date

Date of Research Session * #1

Completing Attorney Name * #2

Research Question

Specific Question Being Asked of the AI * #3

Category Selection

Category Checkbox * #4

Research Strategy Drafting Tax Update Template Admin

Legal Authority

Primary Florida Statute(s) Involved #5

Primary IRC Provision(s) Involved #6

Key Case(s) Central to Research #7

Flags & Follow-Up

Is This Time-Sensitive? #8

Yes No

Is This Client-Specific? #10

Yes No

Anticipated Follow-Up Action Items #9

Might This Convert to CS Memo Later? #11

Yes No Possibly

File Naming & Storage

Confirmed File Name (GR-1 Prep Sheet) * #12

Format: YYYY-MM-DD – Admin – Prep Sheet – [Category] – [Topic].docx

Confirmed Subfolder Path * #13

GR — Document 2: Research Memo

GR-2 ▼

Header Table Fields

Memo Date * #34

Topic Description * #35

Reviewed By — Attorney Name #36

Reviewed By — Date of Review #37

Follow-Up Items (Header Table) #38

Body Content

Question Presented — Full Text * #39

Brief Answer #40

AI Response / Analysis — Full Pasted Text * #41

Citations / Authorities

Statutes Cited #42

Regulations Cited #43

Cases Cited #44

Research Status Checkboxes

Verified Against Current Florida Law? #45

Yes No Partially

Florida Legislative Session Checked? #46

Yes No

2026 Exemption Amount Confirmed? #47

Yes No

Suitable for Client Use Without Further Review? #48

Yes No

Intended Use #49

Client Meeting Prep CLE / Seminar Internal Strategy Drafting Reference

Attorney Notes

Specific Action Items #50

Free-Form Notes Text #51

Footer

Total Page Count #52

File Naming & Storage (GR-2)

Confirmed File Name (GR-2) *

Confirmed Subfolder Path (GR-2) *

GR — Document 3: Master Custom Index

GR-3 ▼

Cover Block

Index Date * #87

Maintained By #88

Last Updated Date #89

Part I — Document Directory File Names & Paths

GR-1 Prep Sheet File Name #90

GR-1 Saved Location Path #91

GR-2 Research Memo File Name #92

GR-2 Saved Location Path #93

GR-3 Master Custom Index File Name #94

GR-3 Saved Location Path #95

Part II — Section Page Numbers (A–W Index)

Page Numbers for All Indexed Entries #96

Complete this field after finalizing GR-2 and confirming actual page numbers.

Part III — Additional Authorities Not Pre-Listed

Additional Authorities — Name, Topic, Page #98

Part IV — Additional Action Items Not Pre-Listed

Additional Action Items #100

Part V — Maintenance Log Entries

Update Date 1 #101

Updated By #102

Change Description #103

Update Date 2

Updated By

Change Description

CS — Document 1: Prep Sheet

CS-1 ▼

Section A — Standard Pre-Research Questions

Date of Research Session * #1

Completing Attorney Name * #2

Specific Question Being Asked of the AI * #3

Category Checkbox * #4

Client Matter Research Strategy Drafting Reference

Primary Florida Statute(s) #5

Primary IRC Provision(s) #6

Key Case(s) Central to Research #7

Is This Time-Sensitive? #8

Yes No

Anticipated Follow-Up Action Items #9

Section B — Client-Specific Additional Questions

Client Full Legal Name(s) * #14

File / Matter Number * #15

Client Age(s) #16

Estimated Taxable Estate Value #17

Proposed Funding Amount #18

Proposed Funding Asset Source #19

Existing Entities — Name(s) and Date(s) Formed #20

Existing Trusts — Type(s) and Date(s) #21

Florida Domicile Confirmed? #22

Yes No

County of Domicile #24

Client Full Street Address #23

Prior Form 709 Filings Reviewed? #25

Yes No Pending

Non-U.S. Citizens Involved? #32

Yes No

Pending Divorce / Legal Proceedings? #26

Yes No — Client-Confirmed

Florida Creditor Judgments? #27

Yes No — Client-Confirmed

CPA / Advisor Name and Firm #28

Date of Client Meeting Where Facts Confirmed #33

CPA / Advisor Coordination Needed — Describe #29

Client Briefed on AI Research Use? #30

Yes No Pending

Engagement Letter References AI Use? #31

Yes No Pending

Section C — File Naming & Storage

Confirmed File Name (CS-1 Prep Sheet) *

Confirmed Subfolder Path *

CS — Document 2: Client Research Memo

CS-2 ▼

Additional Header Table Fields

Memo Date * #34 / CS

Topic Description * #35 / CS

Client Full Legal Name(s) — Header * #53

File / Matter Number — Header * #54

Client Full Street Address — Header #55

Governing Law Confirmation #57

Reviewed & Approved By — Attorney Name #58

Reviewed & Approved By — Date #59

Follow-Up Items — Header Table #38 / CS

Client Facts Summary Table

Client(s) Full Legal Name(s) * #60

Client Age(s) #61

Estimated Taxable Estate — Amount and Date of Estimate #62

Proposed Funding Amount #63

Proposed Funding Asset Source #64

Existing Trusts — Type(s) and Year(s) #65

Existing Entities — Name(s) and Year(s) Formed #66

Florida Homestead Confirmed — Yes/No and County #67

Prior Gifts / Exemption Used — Amount or TBD #68

Pending Divorce / Legal Proceedings — Confirmation Date #69

Florida Creditor Judgments — Confirmation Date #70

U.S. Citizenship — Confirmed #71

Yes — Both Confirmed No

CPA / Advisor Name and Firm #72

Key Assumptions Relied Upon — Narrative #73

Body Content

Question Presented — Client-Specific Full Text * #39 / CS

Brief Answer #40 / CS

AI Response / Analysis — Full Pasted Text * #41 / CS

Citations / Authorities

Statutes Cited #42 / CS

Regulations Cited #43 / CS

Cases Cited #44 / CS

Research Status Checkboxes

Verified Against Current Florida Law? #45 / CS

Yes No Partially

Florida Legislative Session Checked? #46 / CS

Yes No

2026 Exemption Amount Confirmed? #47 / CS

Yes No

Form 709 Filings Reviewed? #74

Yes No Pending

Entity / LLC Operating Agreement Reviewed? #75

Yes No Pending

Suitable for Direct Client Distribution? #76

Yes No

Intended Use #49 / CS

Client Meeting Prep CLE / Seminar Internal Strategy Drafting Reference

Attorney Notes

Client-Specific Action Items — Numbered List #77

CPA Coordination Item — Name and Task #78

Client Meeting Target Date #79

Free-Form Notes Narrative — Client-Specific Observations #80

Client Acknowledgment Log

Client Briefed on AI Use — Yes/No and Date #81

Yes No Pending

Disclosed Per FL Bar Ethics Guidelines? #82

Yes No Pending

Engagement Letter References AI Use? #83

Yes No

Footer

Matter Number in Footer #84

Full File Name in Footer #85

Total Page Count #86

File Naming & Storage (CS-2)

Confirmed File Name (CS-2) *

Confirmed Subfolder Path (CS-2) *

CS — Document 3: Master Custom Index

CS-3 ▼

Cover Block

Index Date * #87 / CS

Maintained By #88 / CS

Last Updated Date #89 / CS

Client Name in Index Header * #104

File / Matter Number in Index Header * #105

Part I — Document Directory File Names & Paths

CS-1 Prep Sheet File Name #106

CS-1 Saved Location Path #107

CS-2 Client Memo File Name #108

CS-2 Saved Location Path #109

CS-3 Master Custom Index File Name #110

CS-3 Saved Location Path #111

Cross-Ref GR-2 General Research Memo File Name #112

Cross-Ref GR-2 Saved Location Path #113

Part II — Section Page Numbers

Page Numbers for All Indexed Entries (A–W) #96 / CS

Part III — Additional Authorities

Additional Authorities — Name, Topic, Page #98 / CS

Part IV — Action Items: Responsible Party, Deadline & Completion

Responsible Party for Each Action Item #114

Deadline for Each Action Item #115

Additional Action Items Not Pre-Listed #116

Part V — Cross-Reference to GR Version Page Numbers

GR-2 Page Numbers for Each Cross-Referenced Topic #117

CS-2 Page Numbers for Each Cross-Referenced Topic #118

Part VI — Maintenance Log

Update Date 1 #119

Updated By #120

Change Description #121

Update Date 2

Updated By

Change Description

How to Use This Summary

Click Generate Summary below to compile all entered data into a single copyable text block. Copy the output and paste it into your EstateView AI prompt alongside the blank memo template to generate a fully populated research memorandum.

Compiled Field Output — Copy and Paste into EstateView AI Prompt

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EstateView AI — Variable Fields Form | Governing Law: Florida | Florida Bar Rule 4-1.6 Applies to All Client-Specific Fields | This form is for internal attorney use only and is protected as attorney work product. It does not constitute legal advice. All entries must be reviewed by a licensed Florida attorney before reliance.

AI

AI

EstateView AI — Research Memo Variable Fields Form

⚠ Enter Once — Used in All Six Documents

GR — Document 1: Prep Sheet

GR — Document 2: Research Memo

GR — Document 3: Master Custom Index

CS — Document 1: Prep Sheet

CS — Document 2: Client Research Memo

CS — Document 3: Master Custom Index

How to Use This Summary

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