How AI Can Make Estate Planning More Human

Date & Time:
April 15, 2025 | 10am PT / 1pm ET

AI is everywhere. But most tools weren’t built for the complexity, nuance, and responsibility required in estate planning.

Join Seungwoo Son, VP of Applied AI, and Danny Lohrfink, Co-founder and Chief Product Officer, for a conversation on what it takes to build AI that’s actually useful in wealth management. They’ll explore how advisors can use integrated, human-in-the-loop tools to create scalable workflows, dynamic insights, and a more efficient estate planning process.

Whether you’re curious about how AI fits into your tech stack or how to separate hype from impact, this session will deliver clarity and perspective.

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

Can’t make it live? Sign up and we’ll send you the recording.