Custom AI workflows built specifically for trusts & estates: deep integrations with the WealthCounsel stack, legal-grade privacy, and workflows that pay back in weeks, not years.
AI tracks every asset and beneficiary in WealthCounsel, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years.
AI runs the conflict check against WealthCounsel, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.
AI drafts the research memo against the firm's prior work product, pulls current authority from WealthCounsel, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero.
AI redlines against the firm's playbook in WealthCounsel, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time.
AI drafts personalized case-status updates from live matter state in WealthCounsel on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back.
AI rewrites narratives to match each client's outside-counsel guidelines in WealthCounsel, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI monitors the docket across WealthCounsel and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters.
AI ingests the beneficiary's evidence into WealthCounsel, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%.
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
The workflows above are starting points. Every trusts & estates operation runs differently — we build what you actually need.
