Artificial intelligence is rapidly transforming the delivery of legal services, creating both new opportunities and new challenges for estate planning attorneys. From drafting routine estate planning documents and summarizing complex client information to improving workflow efficiency and enhancing client communications, AI-powered technologies are becoming increasingly integrated into modern trust and estate practice. At the same time, attorneys must recognize that successful implementation requires more than simply adopting new technology — it requires understanding where AI can create meaningful value, where professional judgment remains indispensable and how technology can strengthen rather than replace the attorney-client relationship.
In this practical program, estate planning attorney and Trustate founder Leah Del Percio explores how artificial intelligence is reshaping the future of estate planning practice and examines the evolving role of attorneys in an increasingly technology-driven profession. Participants will gain a practical understanding of how AI can streamline administrative tasks, improve document preparation, support estate administration, and increase operational efficiency while allowing attorneys to devote more time to strategic planning, complex legal analysis and personalized client counseling. Consistent with Leah’s practical approach to estate planning education, the program focuses on real-world applications that attorneys can immediately evaluate within their own practices.
Learning Objectives:
* Evaluate the evolving role of artificial intelligence in estate planning practice and identify opportunities to improve efficiency while maintaining the attorney’s independent professional judgment
* Recognize practical applications of AI throughout the estate planning lifecycle, including client intake, document preparation, estate administration, workflow management, and client communications
* Implement strategies for integrating artificial intelligence into an estate planning practice to enhance productivity, improve the client experience, and create greater operational efficiency without sacrificing the personalized legal counsel clients expect
* Identify the ethical and professional responsibility considerations associated with AI-assisted legal services, including attorney competence, confidentiality, data security, verification of AI-generated work product, and appropriate attorney oversight
* Develop practical approaches for leveraging emerging legal technologies to strengthen client relationships, modernize estate planning workflows, and position a practice for long-term success in an increasingly technology-driven legal environment
* Explain why professional judgment, strategic planning, and trusted legal counsel remain the defining value that estate planning attorneys provide—even as artificial intelligence continues to transform the delivery of legal services
The course also examines the professional responsibilities that accompany the use of artificial intelligence in legal practice. Attendees will discuss the importance of attorney oversight, protecting confidential client information, verifying AI-generated work product, maintaining competence as technology evolves, and preserving the independent professional judgment that remains central to effective legal representation. The presentation further explores how AI should be viewed as a tool that enhances legal services—not as a substitute for the experience, judgment, empathy, and strategic advice that clients expect from trusted estate planning counsel.
Finally, the program looks ahead to the future of estate planning practice and the opportunities created by emerging legal technologies. Participants will explore how firms can thoughtfully integrate AI into existing workflows, improve client service, increase efficiency, and remain competitive in a rapidly evolving legal marketplace without compromising ethical obligations or the personalized counseling that distinguishes exceptional estate planning attorneys. By understanding both the capabilities and limitations of artificial intelligence, attendees will be better prepared to build modern, technology-enabled practices that continue to deliver meaningful value to clients for years to come. Leah Del Percio is the President, CEO, and co-founder of Trustate, a leading estate administration platform established in 2020.