AI Toolkit for Your Estate Planning Practice
AI is here to stay, and estate planning attorneys have been some of its earliest adopters. Where are we today? What tools and task optimization opportunities could you use to improve your practice? In this specialized course, attorney faculty share their wins, lessons, and preferences in using generative AI tools to draft estate planning documents, educate clients, and project financial outcomes. Whether you're an AI enthusiast or haven't even touched it before, this course will give you practical information for your next steps. Build your skills - register today!
- Draft better trusts with helpful seed text for specific provisions.
- Use AI to educate personal representatives and keep probates on track.
- Explore estate planning document drafting tools and see what's new.
- Come away with power-use pointers for writing queries and follow-up questions.
- Cut down on data entry by integrating client onboarding with document drafting tools.
- Use genAI tools to ease daily administrative tasks.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
This is a rebroadcast of the original event delivered by Dr. John Evans Ph.D., Glenn C. Nunes, Paul E. Deloughery, Mary Ewing, John (JJ) Sauve on December 29, 2025. Faculty will be available to answer your questions after the program.
AI Toolkit for Your Estate Planning Practice
AI is here to stay, and estate planning attorneys have been some of its earliest adopters. Where are we today? What tools and task optimization opportunities could you use to improve your practice? In this specialized course, attorney faculty share their wins, lessons, and preferences in using generative AI tools to draft estate planning documents, educate clients, and project financial outcomes. Whether you're an AI enthusiast or haven't even touched it before, this course will give you practical information for your next steps. Build your skills - register today!
- Draft better trusts with helpful seed text for specific provisions.
- Use AI to educate personal representatives and keep probates on track.
- Explore estate planning document drafting tools and see what's new.
- Come away with power-use pointers for writing queries and follow-up questions.
- Cut down on data entry by integrating client onboarding with document drafting tools.
- Use genAI tools to ease daily administrative tasks.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
This is a rebroadcast of the original event delivered by Dr. John Evans Ph.D., Glenn C. Nunes, Paul E. Deloughery, Mary Ewing, John (JJ) Sauve on December 29, 2025. Faculty will be available to answer your questions after the program.
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Description
AI is here to stay, and estate planning attorneys have been some of its earliest adopters. Where are we today? What tools and task optimization opportunities could you use to improve your practice? In this specialized course, attorney faculty share their wins, lessons, and preferences in using generative AI tools to draft estate planning documents, educate clients, and project financial outcomes. Whether you're an AI enthusiast or haven't even touched it before, this course will give you practical information for your next steps. Build your skills - register today!
- Draft better trusts with helpful seed text for specific provisions.
- Use AI to educate personal representatives and keep probates on track.
- Explore estate planning document drafting tools and see what's new.
- Come away with power-use pointers for writing queries and follow-up questions.
- Cut down on data entry by integrating client onboarding with document drafting tools.
- Use genAI tools to ease daily administrative tasks.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
This is a rebroadcast of the original event delivered by Dr. John Evans Ph.D., Glenn C. Nunes, Paul E. Deloughery, Mary Ewing, John (JJ) Sauve on December 29, 2025. Faculty will be available to answer your questions after the program.
