Employment Handbook & Policy Updates for Estate Planning Attorneys with WealthCounsel
The Problem
Trusts & Estates clients need handbooks updated when laws change across jurisdictions, and tracking which section needs which edit in which state is a paralegal job no one wants.
What We Build in WealthCounsel
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. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
WealthCounsel Integration Approach
Audit your WealthCounsel configuration
We map the specific WealthCounsel objects, custom fields, and workflows the automation needs to touch for your trusts & estates practice.
Build on the WealthCounsel API or agent
Integration happens inside WealthCounsel — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in WealthCounsel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your WealthCounsel instance
30-minute call. We'll look at your actual WealthCounsel setup and show exactly how this workflow fits.