Artificial Intelligence and Its Impact on Today’s Estate Planner

Artificial Intelligence (AI) has emerged as a transformative force in the field of estate planning, reshaping how modern estate planners operate. With AI's data analysis and predictive capabilities, estate planners can now offer more personalized and efficient services to their clients. AI algorithms can assist in wealth management, asset allocation, and risk assessment, helping individuals make informed decisions about their estates. Moreover, AI streamlines the legal aspects of estate planning by automating document drafting, compliance checks, and even providing real-time updates on changing tax regulations. This synergy of human expertise and AI innovation is not only enhancing the overall client experience but also making estate planning more accessible and precise in today's dynamic financial landscape.

Key topics to be discussed:

• Non-technical explanation of reactive and limited memory (generative) artificial intelligence
• Benefits of using AI in an estate planning practice
• Warnings about using AI
• Ethical considerations in using AI

Date / Time: November 28, 2023

Closed-captioning available