Product Description

Artificial intelligence tools have quickly moved from novelty to necessity in law practice—and estate planning is no exception. This program explores how AI can streamline workflows, enhance client service, and improve profitability, while also addressing the risks, ethical considerations, and practical limitations every attorney must understand. Through estate-planning-specific examples, live demonstrations, and actionable strategies, you learn how to evaluate AI tools, integrate them into your practice, and maintain compliance with professional obligations. Whether you are AI-curious or already experimenting with ChatGPT or other tools, this session helps you identify the right use cases, avoid pitfalls, and future-proof your practice.

Agenda & Materials

• AI in the Legal Industry: Systemic and Disruptive Forces

• Generative AI Basics for Estate Planners

• Practical Use Cases: Client Communication, Drafting, Research, Marketing, and Scheduling

• Live Demos: Trust Summaries and Plain-English Translations

• Ethical Duties: Competence, Confidentiality, Fees, and Supervisio

• Common Risks: Bias, Outdated Data, and Overreliance

• Pros and Cons of AI Adoption in Estate Planning

• Prompting Techniques (R.I.S.E.N. Model, 10-80-10, “Summer Intern” & “Therapist” Approaches)

• Advanced Tools: CustomGPTs, Project Folders, AI Agents

• Implementation Action Plan for your Practice

• Resources for Ongoing AI Learning

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Fees

• $157.50 - MCLE Sponsor Member
• $87.50 - New Lawyer
• $87.50 - Pending Admittee
• $87.50 - Law Student
• $87.50 - Paralegal
• $175.00 - All Others

To apply for a need-based scholarship for this program, email scholarships@mcle.org.