AI by industry · Estate planning attorneys
Follow-up for estate planning attorneys, automated
Estate planning stalls in the quiet stretches: after the consultation, after the questionnaire is sent, and after the signing when assets are never retitled. AI can track each stall, draft a gentle nudge in your voice, and put it in front of you to approve. The matter keeps moving without a staff member keeping it all in their head.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your estate planning attorney to hand to AI first, what we would build, and roughly how long it takes.
The four stalls
Most files stop in one of four places: no decision after the consultation, an unreturned questionnaire, a draft waiting for comments, or a signed trust that was never funded.
Each has a different message. “Any questions on the proposal” is not the same note as “here is the one step left on your house.”
Reminders that sound like you
AI can write the nudge from the matter file and your past emails, so it reads like your office. You glance at it, then send.
Past clients
Plans go stale after marriages, births, moves and new businesses. A yearly note asking what changed brings back clients who would never call on their own.
Picture this
Examples of what it can look like. Illustrations, not clients.
Two weeks after a consultation, a prospect gets a short note answering the question she asked at the end of the meeting.
A client has the signed trust but nothing is titled in its name. He gets a checklist for his bank and his deed, and you see when each is done.
A client who signed years ago gets a check-in after a county in your area changes a recording process.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“header information that is materially false or materially misleading.”
Sources
- 15 U.S.C. § 7704 (CAN-SPAM Act): Rules for commercial email: honest headers, opt-out, address.
- ABA Model Rule 1.6: Confidentiality of Information: The model ethics rule on protecting client information.
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your estate planning attorney to hand to AI first, what we would build, and roughly how long it takes.
Questions
Will clients find reminders pushy?
Not if they are useful and spaced out. One clear next step is welcome. A weekly nag is not.
Does anything send without my approval?
Only if you choose that. Westward builds these with a person approving anything that goes out.
More jobs AI can take on
What Westward builds for this
Follow up automatically: the same job in similar businesses