Getting started with estate planning can feel overwhelming. Many people delay the process because they aren’t sure where to begin or worry that it’s too complicated. However, taking the first step doesn’t have to be intimidating—especially with the help of artificial intelligence (AI).
While AI is no substitute for personalized legal guidance and support, it can offer helpful support to get the ball rolling and make estate planning more approachable.
What AI can potentially do for you
AI tools can help you get organized before meeting with an attorney. Many platforms now offer simple questionnaires to help you list your assets, debts and goals for your estate. These tools walk you through basic information gathering, which saves time and gives you a clearer picture of your financial situation. This preparation helps make your initial meeting with an estate planning professional more efficient and productive.
In addition to organizing your information, AI can suggest what types of documents you may need. For example, based on your answers, an AI program might recommend you consider one or more types of trust in addition to a will. While these suggestions are general and not legally binding, they can help you understand your options and start thinking about how you want to protect your loved ones and your assets.
Some AI-powered services even allow you to draft simple documents. These can be helpful for brainstorming, but they shouldn’t replace a review from a qualified estate planning attorney. Every state has its own laws, and AI-generated documents may not meet local requirements or reflect your unique family circumstances.
Ultimately, AI can’t replace legal knowledge and experience. However, it can help you take the first steps with confidence, making the process less stressful and more manageable overall.
