Custom AI workflows built specifically for estate planning advisory: deep integrations with the WealthCounsel stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in WealthCounsel, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually.
AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.
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.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
The workflows above are starting points. Every estate planning advisory operation runs differently — we build what you actually need.
