Estate Planning Shifts to Adviser-Led Tech as 30% Trust AI Over Human Attorneys
Updated
Updated · PLANADVISER · May 27
Estate Planning Shifts to Adviser-Led Tech as 30% Trust AI Over Human Attorneys
1 articles · Updated · PLANADVISER · May 27
Oasis Group said estate planning is moving from an attorney-outsourced, document-heavy process to a digitally enabled service embedded in wealth management practices.
Attorney shortages are accelerating that shift: Trust & Will says many estate lawyers are near retirement, while clients still face weeks or months to complete plans through traditional channels.
AI is becoming a core differentiator, with document ingestion, data extraction and drafting support cutting manual work; Oasis warned platforms without AI risk falling behind.
Trust & Will said 30% of surveyed respondents trust AI more than a human attorney, and it has added an education-focused AI assistant plus access to about 150 estate attorneys nationwide.
Oasis ranked Luminary, Vanilla and Wealth.com as top-tier "Summiteers," underscoring how platform capability is becoming central to advisers handling multigenerational transfers, trusts and tax planning.
With a shortage of human experts, can AI truly safeguard the $83 trillion wealth transfer from legal pitfalls?
When an AI drafts your will, who is held responsible if it makes a catastrophic error?