# Client Meeting Prep Pack for Estate Planners with NaviPlan

> 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. Purpose-built for teams running NaviPlan — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [NaviPlan](https://calish.com/workflows/tool/naviplan/)
- **Role:** [Estate Planner](https://calish.com/workflows/for/estate-planner/)
- **Specialty:** Estate Planning Advisory
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-meeting-prep-pack-for-estate-planner-with-naviplan/

## The Problem

Prepping for a Estate Planning Advisory client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.

## What We Build in NaviPlan

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. Purpose-built for teams running NaviPlan — uses the native API or agent integration so nothing leaves the system of record.

## NaviPlan Integration Approach

1. **Audit your NaviPlan configuration.** We map the specific NaviPlan objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
2. **Build on the NaviPlan API or agent.** Integration happens inside NaviPlan — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in NaviPlan with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Meeting Prep Pack for Estate Planners](https://calish.com/workflows/client-meeting-prep-pack-for-estate-planner/)
- 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.



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