# Deal Sourcing & Screening for Estate Planners with eMoney

> AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running eMoney — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [eMoney](https://calish.com/workflows/tool/emoney/)
- **Role:** [Estate Planner](https://calish.com/workflows/for/estate-planner/)
- **Specialty:** Estate Planning Advisory
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/deal-sourcing-and-screening-for-estate-planner-with-emoney/

## The Problem

Estate Planning Advisory associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build in eMoney

AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running eMoney — uses the native API or agent integration so nothing leaves the system of record.

## eMoney Integration Approach

1. **Audit your eMoney configuration.** We map the specific eMoney objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
2. **Build on the eMoney API or agent.** Integration happens inside eMoney — 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 eMoney with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Deal Sourcing & Screening for Estate Planners](https://calish.com/workflows/deal-sourcing-and-screening-for-estate-planner/)
- AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Other eMoney Automations

- [New Client Onboarding for Financial Advisors](https://calish.com/workflows/with/new-client-onboarding-for-financial-advisor-with-emoney/)
- [Client Meeting Prep Pack for Financial Advisors](https://calish.com/workflows/with/client-meeting-prep-pack-for-financial-advisor-with-emoney/)
- [Quarterly Commentary & Client Letter for Financial Advisors](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-financial-advisor-with-emoney/)
- [Portfolio Drift & Rebalance Alerts for Financial Advisors](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-financial-advisor-with-emoney/)
- [Communication Compliance Surveillance for Financial Advisors](https://calish.com/workflows/with/communication-compliance-surveillance-for-financial-advisor-with-emoney/)
- [Loan File Assembly for Financial Advisors](https://calish.com/workflows/with/loan-file-assembly-for-financial-advisor-with-emoney/)
- [Conditional Approval Response for Financial Advisors](https://calish.com/workflows/with/conditional-approval-response-for-financial-advisor-with-emoney/)
- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/with/client-meeting-prep-pack-for-wealth-manager-with-emoney/)

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