Now that generative AI is capable of instantly creating legal documents, are you wondering whether dedicated estate planning software is still a valuable investment for your practice?

While it can be a powerful tool for streamlining legal research, crafting client communications, or scaling your marketing efforts, generative AI has limitations and liabilities that estate planning drafting software is designed to eliminate. 

Written by Kristina Schneider, MBA, and Yvonne Eckert, JD

 A question we hear all the time is whether to provide clients with drafts of their estate planning documents prior to execution. To help you weigh your options, let’s look at the pros and cons of sending drafts to clients before the signing meeting versus reviewing them with clients during the signing meeting. 

Written by  Kim Kamin, JD, AEP® (Distinguished) and Cynthia D.M. Brown, JD, STEP

Estate planning today involves more than just drafting technically sound dispositive documents. Clients increasingly want their estate plans to reflect their values, guide future generations, and anticipate evolving family structures. At the same time, trustees, particularly corporate fiduciaries, are administering long-term discretionary trusts under heightened scrutiny in complex regulatory environments.