Estate Distribution & Beneficiary Tracking for Estate Planning Attorneys with WealthCounsel
The Problem
Probate and trust administration for Trusts & Estates matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in WealthCounsel
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. 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.