AI in Estate Planning: Ethical and Practical Considerations

Washington, D.C. Estate Planning Council
  • Date & Time
    March 27, 2024
  • Location


  • Event Type
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Angelica Russell-Johnson and Fredrick Weber will present at the Washington, D.C. Estate Planning Council on March 27, 2024.

Angel and Fred will explore the integration of AI in the traditionally human-centric fields of estate planning and family offices. Generative Artifical 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, the critical importance of data privacy, the need for human oversight, and the irreplaceable value of personal client relationships will also be discussed.


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