AI and Estate Planning: Adding Value in an Era of Easy Access

With AI tools increasingly available to clients, this session explores how estate planning attorneys can continue to add meaningful value in the age of artificial intelligence. The discussion surveys common AI estate planning products, identifies red flags and ethical pitfalls, and examines responsible uses of AI for drafting, document review, and summarization, while emphasizing best practices for protecting client confidentiality and data security.
Originally presented as part of Estate Planning Short Course 2026.

Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.25 Other PR

SKU: P9004-26R-10

$75.00 or 1.25 credits

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Expires 5/1/2028

With AI tools increasingly available to clients, this session explores how estate planning attorneys can continue to add meaningful value in the age of artificial intelligence. The discussion surveys common AI estate planning products, identifies red flags and ethical pitfalls, and examines responsible uses of AI for drafting, document review, and summarization, while emphasizing best practices for protecting client confidentiality and data security.
Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles

Overview
Specifications

Expires 5/1/2028

With AI tools increasingly available to clients, this session explores how estate planning attorneys can continue to add meaningful value in the age of artificial intelligence. The discussion surveys common AI estate planning products, identifies red flags and ethical pitfalls, and examines responsible uses of AI for drafting, document review, and summarization, while emphasizing best practices for protecting client confidentiality and data security.
Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles

Products specifications

Program Date	5/4-5/5/2026
Category	Estate Planning & Probate

Products specifications

Program Date	5/4-5/5/2026
Category	Estate Planning & Probate

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