# Deal Sourcing & Screening for Estate Planners

> AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

- **Role:** [Estate Planner](https://calish.com/workflows/for/estate-planner/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Estate Planning Advisory](https://calish.com/workflows/specialty/estate-planning-advisory/)
- **Action:** Deal Sourcing & Screening
- **Canonical URL:** https://calish.com/workflows/deal-sourcing-and-screening-for-estate-planner/

## The Problem

Estate Planning Advisory associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build

AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Tools & Integrations

- WealthCounsel
- Interactive Legal
- eMoney
- Google Drive

## How It Works

1. **Discovery call.** We map your current deal sourcing & screening 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/deal-sourcing-and-screening-for-estate-planner-with-wealthcounsel/) — Deal Sourcing & Screening built natively in WealthCounsel
- [Interactive Legal](https://calish.com/workflows/with/deal-sourcing-and-screening-for-estate-planner-with-interactive-legal/) — Deal Sourcing & Screening built natively in Interactive Legal
- [eMoney](https://calish.com/workflows/with/deal-sourcing-and-screening-for-estate-planner-with-emoney/) — Deal Sourcing & Screening built natively in eMoney

## 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/)
- [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/)
- [Client Meeting Prep Pack for Estate Planners](https://calish.com/workflows/client-meeting-prep-pack-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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