Deal Sourcing & Screening for Estate Planners
Stop letting deal sourcing & screening eat your estate planner's week.
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
How It Works
Discovery Call
We map your current deal sourcing & screening process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does deal sourcing & screening take manually for estate planners?+
In most estate planning advisory firms, deal sourcing & screening consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle deal sourcing & screening without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your estate planner keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from WealthCounsel?+
No. The automation runs on top of your existing WealthCounsel setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using WealthCounsel exactly as before.
How quickly can a estate planner team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is deal sourcing & screening automation worth it for a small estate planning advisory firm?+
If your estate planners spend 5+ hours per week on deal sourcing & screening, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when WealthCounsel or our process changes?+
Workflows are versioned and monitored. When WealthCounsel pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate deal sourcing & screening?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.