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How Does AI Chatbot Help With Estate Planning? 

AI is going to change the world; it will affect everything from big business to your life in a positive way. For example, now you don’t need to pay a hefty fee to lawyers for every small task related to estate planning

There are a lot of things that can be done by using Chatbots like ChatGPT, Google Bard, Microsoft Copilot, and so forth. All you need to do is ask the right question or request help using the right prompt, and AI will assist you. 

To explain this further, we’ll explore how AI chatbots help in estate planning and what tasks you can do by using AI chatbots. So, let’s get into the details! 

4 Ways AI Chatbot Helps In Estate Planning

Below, you can read how AI chatbots can help with estate planning. We’ve also added images so you can understand the process. You can use the same prompts or different ones in any AI chatbot for assistance. 

1. Getting Advice From Chatbot 

Getting estate planning advice from a Chatbot may not seem wise, but trust us, it works and saves a lot of money. We’re not suggesting you depend entirely on Chatbot information; rather, you should use it to gather ideas and basic info. 

For example, you can ask Chatbot about how to save estate from creditors and the probate process. Once you’ve got suggestions from Chatbot, select a few of them and consult directly with a lawyer. 

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If you follow this process, there will be two benefits. First, you’ll save time, as you don’t have to spend hours understanding the basics from a lawyer. The second biggest benefit is that fewer hours mean lower expenses.

2. Free Document Generation 

It’s a fact that the legal process needs documentation, especially estate planning. The big issue with creating documents is they’re not free, as lawyers charge fees for it, but now, thanks to AI, this barrier has been lifted. 

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With AI Chatbots like ChatGPT, anyone can effortlessly generate a proper Will or any other legal documents for various purposes. In just a matter of seconds, a professionally drafted legal document will be accessible to you.

Just make sure to research the basic requirements about what should be included in the documents before drafting. Provide these requirements to the AI Chatbot, and it will follow all of them to create the best possible draft. 

3. Understanding Estate Planning Laws 

One of the reasons people seek paid legal consultations is that they lack familiarity with estate planning laws and legal terminology. Fortunately, this process has been simplified with the emergence of AI chatbots. 

AI Chatbots can easily explain laws and legal terms in an uncomplicated way, eliminating the need for consultation fees. However, there’s a catch: AI Chatbots lack access to the latest data and sometimes provide incorrect information.

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Therefore, instead of inquiring directly about the law, we would suggest you provide a proper context. After the context and specific details, the AI Chatbot can easily explain the law like any professional. 

4. Assist In Research 

Not everyone hires a lawyer for estate planning matters; some individuals prefer to do most of the work themselves. To perform all tasks, they do research which is a significant challenge for someone who doesn’t have much time. 

The research process can take a few days to a week if the person doesn’t have sufficient knowledge about estate laws. However, this is the part where AI chatbots of search engines like Microsoft Copilot can help. 

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These chatbots provide a concise answer to your question, along with links to the sources. It means you don’t have to go through each and every blog to find your answer. This saves an ample amount of time, allowing you to focus on other matters. 

Final Words

We hope you’ve found the answer to the question of how AI Chatbot helps in estate planning. We’ve shared the top four ways you can use AI Chatbots for estate planning. However, don’t confine yourself to just the methods above.

You can also use AI Chatbots to proofread legal documents, analyze documents, and more. With time, we believe that AI capabilities will continue to advance, enabling even more effective assistance in estate planning. 

However, till then, if you need the help of an estate planning lawyer for any matter, CPT Law Firm is just one click away. Just visit our website and fill out a simple form to claim a free consultation, and our team will be there to guide you through the process.

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Dustin MacFarlane’s primary focus is on Elder Law and protecting families and seniors. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction.

Prior to becoming an attorney, Mr. MacFarlane worked in the Long Term Care industry. After becoming licensed to practice law in January of 2009, Elder Law quickly became his focus. Seeing the need during his former career, Mr. MacFarlane pursued Elder Law as a primary area of practice.

By Dustin MacFarlane

Dustin MacFarlane’s primary focus is on Elder Law and protecting families and seniors. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Specialization — a rare distinction.

Prior to becoming an attorney, Mr. MacFarlane worked in the Long Term Care industry. After becoming licensed to practice law in January of 2009, Elder Law quickly became his focus. Seeing the need during his former career, Mr. MacFarlane pursued Elder Law as a primary area of practice.