RMD & Distribution Tracking for Estate Planners with Interactive Legal
The Problem
Missing an RMD for a Estate Planning Advisory client triggers a 25% excise tax — and tracking them across custodians in WealthCounsel is a manual audit every December.
What We Build in Interactive Legal
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
Interactive Legal Integration Approach
Audit your Interactive Legal configuration
We map the specific Interactive Legal objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
Build on the Interactive Legal API or agent
Integration happens inside Interactive Legal — 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 Interactive Legal with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Interactive Legal instance
30-minute call. We'll look at your actual Interactive Legal setup and show exactly how this workflow fits.