Estate Planning
Tools for summarizing legal documents, modeling wealth transfer, and facilitate digital doc prep.
From static documents to interactive estate flows
Estate planning has historically suffered from static, document-heavy workflows that were difficult for clients to grasp. Generative AI is now enabling interactive estate flowcharts that allow advisors to visualize trust structures and tax implications in real-time. This dynamic capability makes complex inheritance and legacy strategies accessible and understandable to a broader client base.
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