How AI Can Make Estate Planning More Human

Webinar Replay

AI is everywhere—but most tools fall short when it comes to the complexity, nuance, and responsibility of estate planning.

In this on-demand session, Seungwoo Son, VP of Applied AI, and Danny Lohrfink, Co-founder and Chief Product Officer, share what it really takes to build AI that’s truly valuable in wealth management.

They dive into how advisors can harness integrated, human-in-the-loop AI tools to streamline workflows, generate dynamic insights, and enhance the efficiency of estate planning.

Whether you're evaluating how AI fits into your tech stack or trying to cut through the noise to find what really works, this session offers the clarity and perspective you need.

What you'll learn:

• How AI can make estate plan reviews more efficient and repeatable
• Where LLMs fit, and why they need structure and oversight to be effective
• How human-in-the-loop systems help ensure trust, accuracy, and transparency
• Why a co-pilot model leads to better outcomes for both advisors and families