Closing Checklist & Disclosure Packet for Estate Planning Attorneys with WealthCounsel
The Problem
Every Trusts & Estates deal closing runs on a 60-item checklist spread across WealthCounsel, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in WealthCounsel
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
WealthCounsel Integration Approach
Audit your WealthCounsel configuration
We map the specific WealthCounsel objects, custom fields, and workflows the automation needs to touch for your trusts & estates practice.
Build on the WealthCounsel API or agent
Integration happens inside WealthCounsel — 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 WealthCounsel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your WealthCounsel instance
30-minute call. We'll look at your actual WealthCounsel setup and show exactly how this workflow fits.