Why people delay
Estate planning involves uncomfortable topics and unfamiliar terms. Many people don't know the difference between a will and a trust or what a power of attorney does, so they put off planning altogether.
Plain-language explanations
AI can help you draft simple explanations of common documents and concepts. Attorneys should review them to make sure they're accurate for your jurisdiction and don't oversimplify.
Helpful resources
- A guide to getting started with estate planning
- Checklists of information to gather before a meeting
- Explanations of common documents
- Questions to discuss with family members
- What happens after someone passes away
Workshops and seminars
Many estate planning firms host educational events. AI can help write invitations, presentation outlines, and follow-up messages.
Prepare clients for meetings
A pre-meeting checklist helps clients come prepared, which makes meetings more productive. AI can help create one tailored to your process.
Follow-up and reminders
Life changes, like marriages, births, and moves, may require plan updates. AI can help write periodic reminders encouraging clients to review their plans.
Keep it general
Educational content should be general information, not legal advice. Include a clear note encouraging readers to consult an attorney about their situation.
Protect confidentiality
Never enter client details into public AI tools. Use secure systems for client-specific work.
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