AI for Estate Planning Paralegals: What Works and What Doesn't

AI tools are changing how estate planning work gets done, and paralegals are on the front lines. But are the new AI-borne efficiencies going to get your attorneys in trouble? This practical, task-focused program walks you through exactly how to safely use AI for intake, document drafting, asset research, trust administration correspondence, and more. You'll leave with prompts you can use immediately, a clear understanding of where AI helps and where it fails, and a solid framework for responsible use. Register today! Explore the leading AI tools used in legal practice. Adopt effective prompting techniques for common estate planning tasks. Identify the limitations of AI output and the verification obligations that apply to paralegal AI use. Use AI to build and refine estate planning client intake questionnaires. Draft AI-assisted summaries of client intake data for attorney review. Use AI to produce initial drafts of wills, trusts, powers of attorney, and health care directives. Identify AI-generated drafting errors, including internal inconsistencies and missing provisions. Build and populate asset inventory templates using AI-assisted document summarization. Identify professional responsibility and confidentiality obligations related to paralegal AI use. *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.