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SUMMARY:AI for Estate Planning Paralegals: What Works and What Doesn't
DESCRIPTION:AI tools are changing how estate planning work gets done\, and paralegals are on the front lines. But are the new AI-borne efficiencies going to get your attorneys in trouble? This practical\, task-focused program walks you through exactly how to safely use AI for intake\, document drafting\, asset research\, trust administration correspondence\, and more. You’ll leave with prompts you can use immediately\, a clear understanding of where AI helps and where it fails\, and a solid framework for responsible use. Register today! \nExplore the leading AI tools used in legal practice.\nAdopt effective prompting techniques for common estate planning tasks.\nIdentify the limitations of AI output and the verification obligations that apply to paralegal AI use.\nUse AI to build and refine estate planning client intake questionnaires.\nDraft AI-assisted summaries of client intake data for attorney review.\nUse AI to produce initial drafts of wills\, trusts\, powers of attorney\, and health care directives.\nIdentify AI-generated drafting errors\, including internal inconsistencies and missing provisions.\nBuild and populate asset inventory templates using AI-assisted document summarization.\nIdentify professional responsibility and confidentiality obligations related to paralegal AI use. \n  \nCLE Hours = 6 (1 Legal Ethics\, 5 Technology)
URL:https://nala.org/event/ai-for-estate-planning-paralegals-what-works-and-what-doesnt/
LOCATION:Virtual
CATEGORIES:Third Party CLE
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