Custom AI workflows built specifically for trusts & estates: deep integrations with the WealthCounsel stack, legal-grade privacy, and workflows that pay back in weeks, not years.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into WealthCounsel.
AI monitors deadlines across WealthCounsel and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations.
AI runs the search across USPTO, EPO, and WealthCounsel, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump.
AI tracks every asset and beneficiary in WealthCounsel, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years.
AI requests records via HITECH, ingests them into WealthCounsel, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.
AI drafts the demand from the matter file in WealthCounsel, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in WealthCounsel, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work.
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
For estate planning attorneys
The workflows above are starting points. Every trusts & estates operation runs differently — we build what you actually need.
