# Portfolio Drift & Rebalance Alerts for Estate Planners

> AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.

- **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:** Portfolio Drift & Rebalance Alerts
- **Canonical URL:** https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-estate-planner/

## The Problem

Estate Planning Advisory portfolios drift past tolerance in WealthCounsel between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.

## What We Build

AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.

## Tools & Integrations

- WealthCounsel
- Interactive Legal
- eMoney
- Email

## How It Works

1. **Discovery call.** We map your current portfolio drift & rebalance alerts 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/portfolio-drift-and-rebalance-alerts-for-estate-planner-with-wealthcounsel/) — Portfolio Drift & Rebalance Alerts built natively in WealthCounsel
- [Interactive Legal](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-estate-planner-with-interactive-legal/) — Portfolio Drift & Rebalance Alerts built natively in Interactive Legal
- [eMoney](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-estate-planner-with-emoney/) — Portfolio Drift & Rebalance Alerts 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/)
- [New Client Onboarding for Estate Planners](https://calish.com/workflows/new-client-onboarding-for-estate-planner/)
- [Client Meeting Prep Pack for Estate Planners](https://calish.com/workflows/client-meeting-prep-pack-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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