Client Meeting Prep Pack for Estate Planners
The Problem
Prepping for a Estate Planning Advisory client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.
What We Build
AI assembles the review pack from WealthCounsel, Interactive Legal, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
Tools & Integrations
How It Works
Discovery Call
We map your current client meeting prep pack process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate client meeting prep pack?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.