# AI Workflows for Estate Planners

> Custom AI automations designed for the daily challenges estate planners face.

- **Canonical URL:** https://calish.com/workflows/for/estate-planner/
- **Workflow count:** 7
- **Categories covered:** Reporting & Analytics, Operations & Workflow, Communication & Outreach

## Workflows

- [LP & Investor Reporting for Estate Planners](https://calish.com/workflows/lp-and-investor-reporting-for-estate-planner/) — AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on
- [RMD & Distribution Tracking for Estate Planners](https://calish.com/workflows/rmd-and-distribution-tracking-for-estate-planner/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Estate Planners](https://calish.com/workflows/new-client-onboarding-for-estate-planner/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in WealthCounsel, orchestrates ACATs, and chases missing signatures
- [Client Meeting Prep Pack for Estate Planners](https://calish.com/workflows/client-meeting-prep-pack-for-estate-planner/) — AI assembles the review pack from WealthCounsel, Interactive Legal, and the CRM — including recent life events from emails — and drafts talk
- [Portfolio Drift & Rebalance Alerts for Estate Planners](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-estate-planner/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [Quarterly Commentary & Client Letter for Estate Planners](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-estate-planner/) — AI drafts firm-level commentary and personalizes per-client paragraphs from WealthCounsel data — every client gets a relevant letter, not bo
- [Communication Compliance Surveillance for Estate Planners](https://calish.com/workflows/communication-compliance-surveillance-for-estate-planner/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to

## Tool Comparisons for Estate Planners

- [WealthCounsel vs Interactive Legal](https://calish.com/workflows/compare/wealthcounsel-vs-interactive-legal-for-estate-planner/)
- [WealthCounsel vs eMoney](https://calish.com/workflows/compare/wealthcounsel-vs-emoney-for-estate-planner/)
- [WealthCounsel vs NaviPlan](https://calish.com/workflows/compare/wealthcounsel-vs-naviplan-for-estate-planner/)
- [WealthCounsel vs DocuSign](https://calish.com/workflows/compare/wealthcounsel-vs-docusign-for-estate-planner/)
- [Interactive Legal vs eMoney](https://calish.com/workflows/compare/interactive-legal-vs-emoney-for-estate-planner/)
- [Interactive Legal vs NaviPlan](https://calish.com/workflows/compare/interactive-legal-vs-naviplan-for-estate-planner/)
- [Interactive Legal vs DocuSign](https://calish.com/workflows/compare/interactive-legal-vs-docusign-for-estate-planner/)
- [eMoney vs NaviPlan](https://calish.com/workflows/compare/emoney-vs-naviplan-for-estate-planner/)
- [eMoney vs DocuSign](https://calish.com/workflows/compare/emoney-vs-docusign-for-estate-planner/)
- [NaviPlan vs DocuSign](https://calish.com/workflows/compare/naviplan-vs-docusign-for-estate-planner/)



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