# AI Automation for WealthCounsel

> 19 workflow automations purpose-built on top of WealthCounsel — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/wealthcounsel/
- **Automation count:** 19
- **Roles:** Estate Planner, Estate Planning Attorney, Probate Paralegal

## Automations

- [Client Questionnaire Intake & Translation for Estate Planning Attorneys](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-estate-planning-attorney-with-wealthcounsel/) — AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, 
- [Trademark Docketing & Renewal for Estate Planning Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-estate-planning-attorney-with-wealthcounsel/) — AI monitors deadlines across WealthCounsel and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadl
- [Patent Prior Art Search for Estate Planning Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-estate-planning-attorney-with-wealthcounsel/) — AI runs the search across USPTO, EPO, and WealthCounsel, ranks hits by claim-overlap relevance, summarizes each, and builds the search repor
- [Estate Distribution & Beneficiary Tracking for Estate Planning Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-estate-planning-attorney-with-wealthcounsel/) — AI tracks every asset and beneficiary in WealthCounsel, generates status updates per beneficiary, drafts receipts and waivers, and escalates
- [Medical Records Retrieval & Chronology for Estate Planning Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-estate-planning-attorney-with-wealthcounsel/) — AI requests records via HITECH, ingests them into WealthCounsel, builds a chronological medical timeline with visit-level detail, and flags 
- [Demand Package Drafting for Estate Planning Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-estate-planning-attorney-with-wealthcounsel/) — AI drafts the demand from the matter file in WealthCounsel, including medical chronology, damages calc, and liability narrative — associate 
- [Closing Checklist & Disclosure Packet for Estate Planning Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-estate-planning-attorney-with-wealthcounsel/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for Estate Planning Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-estate-planning-attorney-with-wealthcounsel/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in WealthCounsel, drafts redlines, and route
- [Closing Checklist & Disclosure Packet for Probate Paralegals](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-probate-paralegal-with-wealthcounsel/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for Probate Paralegals](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-probate-paralegal-with-wealthcounsel/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in EstateExec, drafts redlines, and routes t
- [Bankruptcy Schedule & Means Test for Probate Paralegals](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-probate-paralegal-with-wealthcounsel/) — AI ingests client documents into EstateExec, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor m
- [Discovery Document Review for Probate Paralegals](https://calish.com/workflows/with/discovery-document-review-for-probate-paralegal-with-wealthcounsel/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in EstateExec, leaving associates to review only the 15% that a
- [LP & Investor Reporting for Estate Planners](https://calish.com/workflows/with/lp-and-investor-reporting-for-estate-planner-with-wealthcounsel/) — 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/with/rmd-and-distribution-tracking-for-estate-planner-with-wealthcounsel/) — 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/with/new-client-onboarding-for-estate-planner-with-wealthcounsel/) — 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/with/client-meeting-prep-pack-for-estate-planner-with-wealthcounsel/) — 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/with/portfolio-drift-and-rebalance-alerts-for-estate-planner-with-wealthcounsel/) — 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/with/quarterly-commentary-and-client-letter-for-estate-planner-with-wealthcounsel/) — 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/with/communication-compliance-surveillance-for-estate-planner-with-wealthcounsel/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to

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