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Artificial Intelligence and Its Impact on Today’s Estate Planner

Topic

Estate Planning

Program ID

333666

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Overview

Description

Artificial intelligence is rapidly being incorporated into estate planning practices. AI products can increase the speed by which you prepare, review, and summarize estate planning related documents, tax returns, and client communications. Likewise, the speed by which you can conduct legal and financial research is faster than ever. This presentation is designed to explain how AI operates, the potential use of AI in your practice, warnings about the use of AI, and how to address the ethical issues that arise when using AI.

Learning Objectives

Understanding potential uses of AI in an estate planning context. How to use AI in a competent manner. How to recognize and avoid ethical issues when using AI.