{"id":714872,"date":"2026-06-04T16:35:09","date_gmt":"2026-06-04T16:35:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/714872\/"},"modified":"2026-06-04T16:35:09","modified_gmt":"2026-06-04T16:35:09","slug":"writing-a-will-dont-trust-a-chatbot-to-do-the-grunt-work-estate-lawyers-say","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/714872\/","title":{"rendered":"Writing a will? Don\u2019t trust a chatbot to do the grunt work, estate lawyers say"},"content":{"rendered":"<p><a style=\"display:block\" href=\"https:\/\/www.theglobeandmail.com\/resizer\/v2\/7ZUIEQNSFNDO7CX23BJYX5IMOI.jpg?auth=aeebeaeed31407bc967e7b59b9667ec826130ecd39fd895a99ac62c65361db12&amp;width=600&amp;height=400&amp;quality=80&amp;smart=true\" aria-haspopup=\"true\" data-photo-viewer-index=\"0\" rel=\"nofollow noopener\" target=\"_blank\">Open this photo in gallery:<\/a><\/p>\n<p class=\"figcap-text\">useng\/iStockPhoto \/ Getty Images<\/p>\n<p class=\"c-article-body__text text-pr-5\">Some estate lawyers are seeing Canadians consult a chatbot before meeting with them. They don\u2019t mind, but they do warn: Just don\u2019t let it actually write a will for you.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Meeting with lawyers is \u201cstressful on a good day\u201d and even more so when it involves planning for what happens after you pass, said Doug Higgins, an estate litigation lawyer for Hull &amp; Hull LLP in Toronto. <\/p>\n<p class=\"c-article-body__text text-pr-5\">While Mr. Higgins does not recommend people use generative <a href=\"https:\/\/www.theglobeandmail.com\/topics\/artificial-intelligence\/\" target=\"_self\" rel=\"nofollow noopener\" title=\"https:\/\/www.theglobeandmail.com\/topics\/artificial-intelligence\/\">artificial intelligence<\/a> to make their own wills, he said some clients benefit from having more detailed and technical discussions after they have done the \u201cgrunt work\u201d \u2013 such as learning about specific laws in their province or figuring out what their assets are \u2013 with the help of a chatbot. <\/p>\n<p class=\"c-article-body__text text-pr-5\">Erin Bury, CEO of online will platform Willful, said her company has seen increased traffic from AI chatbots, and a higher proportion of traffic on its website from search engines is being converted into sales. She said this signalled increased intent from customers who researched their options with AI.<\/p>\n<p class=\"c-article-body__text text-pr-5\">\u201cWhat we\u2019re not seeing is people trusting a legal document drafted by LLMs [large language models] and signing it blindly,\u201d she said.<\/p>\n<p class=\"c-article-body__text text-pr-5\">There is evidence that people are willing to use AI to <a href=\"https:\/\/www.theglobeandmail.com\/topics\/estate-planning\/\" target=\"_self\" rel=\"nofollow noopener\" title=\"https:\/\/www.theglobeandmail.com\/topics\/estate-planning\/\">plan their estate<\/a>. In a <a href=\"https:\/\/trustandwill.com\/learn\/estate-planning-report-2026\" target=\"_self\" rel=\"nofollow noopener\" title=\"https:\/\/trustandwill.com\/learn\/estate-planning-report-2026\">recent survey<\/a> of 5,000 Americans by Trust and Will, an online will company in the U.S., 30 per cent of respondents said they trust AI more than a lawyer, up 10 per cent from last year.<\/p>\n<p class=\"c-article-body__text mv-16 l-inset text-pb-8\" data-sophi-feature=\"interstitial\"><a href=\"https:\/\/www.theglobeandmail.com\/investing\/personal-finance\/retirement\/article-why-this-grandma-gifted-100000-a-year-to-her-grandchildren-while-she\/\" rel=\"nofollow noopener\" target=\"_blank\">Why this grandma gifted $100,000 a year to her grandchildren while she was still alive<\/a><\/p>\n<p class=\"c-article-body__text text-pr-5\">Despite the potential benefits, Mr. Higgins acknowledged that AI could present similar problems to lawyers as WebMD did to medical professionals, where he said clients may come into meetings thinking they understand the law better than they actually do.<\/p>\n<p class=\"c-article-body__text text-pr-5\">\u201cThere is that sycophancy problem, it\u2019s pretty good at telling people what they want to hear so they\u2019ll stay engaged on the platform,\u201d he said.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Jordan Atin, a senior lawyer at the same firm as Mr. Higgins, is integrating AI tools in his legal software, eState Planner, to help clients understand dense legal documents through visuals and plain language. <\/p>\n<p class=\"c-article-body__text text-pr-5\">Mr. Atin said LLMs are not yet predictable enough to be used for legal writing, as the same prompt entered five times could lead to five different outputs.<\/p>\n<p class=\"c-article-body__text text-pr-5\">\u201cThose little nuances matter to wills, and they certainly matter to lawyers,\u201d he said.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Misconceptions people have about what it takes to create wills can lead them to using AI for crafting the document and increase the likelihood of a dispute, he said. Many people believe that they can draft a will and it will be valid as long as it has their signature, he noted \u2013 these are called holographic wills.<\/p>\n<p class=\"c-article-body__text mv-16 l-inset text-pb-8\" data-sophi-feature=\"interstitial\"><a href=\"https:\/\/www.theglobeandmail.com\/investing\/personal-finance\/retirement\/article-when-canadians-lose-a-parent-from-afar-managing-the-estate-can-get\/\" rel=\"nofollow noopener\" target=\"_blank\">When Canadians lose a parent from afar, managing the estate can get complicated<\/a><\/p>\n<p class=\"c-article-body__text text-pr-5\">While holographic wills are technically legal in some provinces \u2013 though they must be written by hand to be valid \u2013 they risk exposure to legal challenges and potential family disputes, Mr. Atin said.<\/p>\n<p class=\"c-article-body__text text-pr-5\">In most provinces, wills also have to be signed with wet ink with a witness in the room. The witness then has to attest to being present when the will was signed. In B.C., witnesses can be present virtually and signatures can be electronic.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Hannah Solmon, an estates litigator with Scion Law LLP in Vancouver, ran an experiment to see if LLMs could avoid an issue that arose in a recent case in Ontario.<\/p>\n<p class=\"c-article-body__text text-pr-5\">In the 2024 case, Mansour v. Girgis, a court had to rectify a will due to its ambiguous language about who would receive the author\u2019s home under various circumstances. Rectification, a process where courts determine if a will needs to be amended to reflect the author\u2019s intentions, can be an incredibly arduous process for families. In the Mansour case, the matter was decided 12 years after the author of the will passed.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Ms. Solmon <a href=\"https:\/\/bartalk.org\/article\/the-practice\/the-authorless-will-proving-testamentary-intention-in-ai-generated-instruments\" target=\"_self\" rel=\"nofollow noopener\" title=\"https:\/\/bartalk.org\/article\/the-practice\/the-authorless-will-proving-testamentary-intention-in-ai-generated-instruments\">asked<\/a> AI chatbots to draft a will with a scenario similar to the one in the case. She found that wills drafted by ChatGPT and Microsoft Copilot failed at using language that was precise enough to avoid grounds for a similar dispute.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Ms. Solmon also said she is seeing more people who represent themselves in estates cases using AI for court filings and correspondence despite the risk of \u201challucinations,\u201d where LLMs cite cases that do not exist.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Mr. Atin, who only advises on estate planning and does not litigate, said he expects a \u201cgathering storm\u201d over estates litigation in the near future as a result of misused AI.<\/p>\n","protected":false},"excerpt":{"rendered":"Open this photo in gallery: useng\/iStockPhoto \/ Getty Images Some estate lawyers are seeing Canadians consult a chatbot&hellip;\n","protected":false},"author":2,"featured_media":234709,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[45,49,48,133,131,132,2741],"class_list":["post-714872","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-ca","tag-canada","tag-finance","tag-personal-finance","tag-personalfinance","tag-pf-ca"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/714872","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=714872"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/714872\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/234709"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=714872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=714872"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=714872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}