AI in Estate Planning: Ethical and Practical Considerations
Date & Time
October 12, 2023
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Sarah and Angel will explore the integration of AI in the traditionally human-centric fields of estate planning and family offices. Generative Artificial Intelligence (GenAI) is a groundbreaking technology, enabling advisors to streamline complex tasks such as estate summarization, document drafting, and client communications. While GenAI offers immense potential for efficiency, our panelists also discuss the critical importance of data privacy, the need for human oversight, and the irreplaceable value of personal client relationships. Join us to unlock the future possibilities of AI in these specialized domains.
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