# New Client Onboarding for Estate Planners

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in WealthCounsel, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

- **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:** New Client Onboarding
- **Canonical URL:** https://calish.com/workflows/new-client-onboarding-for-estate-planner/

## The Problem

Onboarding a new Estate Planning Advisory client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in WealthCounsel, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Tools & Integrations

- WealthCounsel
- Interactive Legal
- eMoney
- Google Drive

## How It Works

1. **Discovery call.** We map your current new client onboarding 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/new-client-onboarding-for-estate-planner-with-wealthcounsel/) — New Client Onboarding built natively in WealthCounsel
- [Interactive Legal](https://calish.com/workflows/with/new-client-onboarding-for-estate-planner-with-interactive-legal/) — New Client Onboarding built natively in Interactive Legal
- [eMoney](https://calish.com/workflows/with/new-client-onboarding-for-estate-planner-with-emoney/) — New Client Onboarding built natively in eMoney

## Related Workflows

- [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/)
- [Quarterly Commentary & Client Letter for Estate Planners](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-estate-planner/)
- [Communication Compliance Surveillance for Estate Planners](https://calish.com/workflows/communication-compliance-surveillance-for-estate-planner/)

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