Client Meeting Prep Pack for Estate Planners with NaviPlan
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 in NaviPlan
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. Purpose-built for teams running NaviPlan — uses the native API or agent integration so nothing leaves the system of record.
NaviPlan Integration Approach
Audit your NaviPlan configuration
We map the specific NaviPlan objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
Build on the NaviPlan API or agent
Integration happens inside NaviPlan — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in NaviPlan with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your NaviPlan instance
30-minute call. We'll look at your actual NaviPlan setup and show exactly how this workflow fits.