Past Event

AI in Estate Planning: Ethical and Practical Considerations

Washington, D.C. Estate Planning Council

  • Date & Time
  • Location

    Online

  • Event Type
    Webinar
  • Additional Information
    Add to Calendar Disabled

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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