Custom AI workflows built specifically for estate planning advisory: deep integrations with the WealthCounsel stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.
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.
AI assembles the review pack from WealthCounsel, Interactive Legal, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI drafts firm-level commentary and personalizes per-client paragraphs from WealthCounsel data — every client gets a relevant letter, not boilerplate.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
The workflows above are starting points. Every estate planning advisory operation runs differently — we build what you actually need.
