RMD & Distribution Tracking for Estate Planners with Interactive Legal
Run rmd & distribution tracking on autopilot inside Interactive Legal.
The Problem
Missing an RMD for a Estate Planning Advisory client triggers a 25% excise tax — and tracking them across custodians in WealthCounsel is a manual audit every December.
What We Build in Interactive Legal
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
Interactive Legal Integration Approach
Audit your Interactive Legal configuration
We map the specific Interactive Legal objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
Build on the Interactive Legal API or agent
Integration happens inside Interactive Legal — 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 Interactive Legal with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this rmd & distribution tracking automation work natively in Interactive Legal?+
Yes — we build directly on Interactive Legal's API or agent integration. Your data stays in Interactive Legal, your estate planners keep the same login and UI, and there's no parallel system for the team to learn.
What Interactive Legal configuration do we need before deployment?+
We work with your existing Interactive Legal setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for estate planning advisory teams.
Can Interactive Legal handle rmd & distribution tracking on its own?+
Interactive Legal handles configuration; AI handles judgment. Native Interactive Legal workflows route deterministic tasks; our automation layer adds the AI judgment Interactive Legal doesn't ship out of the box — document classification, exception triage, drafting.
Is Interactive Legal the right tool for rmd & distribution tracking for estate planners?+
Interactive Legal is widely used among estate planning advisory teams precisely because of its data model around rmd & distribution tracking. We've deployed this workflow on Interactive Legal for similar firms and the integration is well-trodden.
What's the typical ROI of rmd & distribution tracking automation in Interactive Legal?+
For estate planning advisory firms running Interactive Legal, automation typically pays back inside the first quarter — measured against the loaded cost of the estate planner hours absorbed. Higher volumes deploy faster.
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See this running in your Interactive Legal instance
30-minute call. We'll look at your actual Interactive Legal setup and show exactly how this workflow fits.