# Client Meeting Prep Pack for Estate Planners

> 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.

- **Role:** [Estate Planner](https://calish.com/workflows/for/estate-planner/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Estate Planning Advisory](https://calish.com/workflows/specialty/estate-planning-advisory/)
- **Action:** Client Meeting Prep Pack
- **Canonical URL:** https://calish.com/workflows/client-meeting-prep-pack-for-estate-planner/

## 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

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.

## Tools & Integrations

- WealthCounsel
- Interactive Legal
- eMoney
- NaviPlan
- Slack

## How It Works

1. **Discovery call.** We map your current client meeting prep pack process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [WealthCounsel](https://calish.com/workflows/with/client-meeting-prep-pack-for-estate-planner-with-wealthcounsel/) — Client Meeting Prep Pack built natively in WealthCounsel
- [Interactive Legal](https://calish.com/workflows/with/client-meeting-prep-pack-for-estate-planner-with-interactive-legal/) — Client Meeting Prep Pack built natively in Interactive Legal
- [eMoney](https://calish.com/workflows/with/client-meeting-prep-pack-for-estate-planner-with-emoney/) — Client Meeting Prep Pack built natively in eMoney
- [NaviPlan](https://calish.com/workflows/with/client-meeting-prep-pack-for-estate-planner-with-naviplan/) — Client Meeting Prep Pack built natively in NaviPlan

## Related Workflows

- [New Client Onboarding for Estate Planners](https://calish.com/workflows/new-client-onboarding-for-estate-planner/)
- [KYC/AML Review for Estate Planners](https://calish.com/workflows/kyc-aml-review-for-estate-planner/)
- [Deal Sourcing & Screening for Estate Planners](https://calish.com/workflows/deal-sourcing-and-screening-for-estate-planner/)
- [LP & Investor Reporting for Estate Planners](https://calish.com/workflows/lp-and-investor-reporting-for-estate-planner/)
- [RMD & Distribution Tracking for Estate Planners](https://calish.com/workflows/rmd-and-distribution-tracking-for-estate-planner/)
- [Portfolio Drift & Rebalance Alerts for Estate Planners](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-estate-planner/)

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