Financial Planning·Capability hub
Estate Planning
Tools for summarizing legal documents, modeling wealth transfer, and facilitate digital doc prep.
What's shifting
From static documents to interactive estate flows
Estate planning has historically suffered from static, document-heavy workflows that were difficult for clients to grasp. Generative AI is now enabling interactive estate flowcharts that allow advisors to visualize trust structures and tax implications in real-time. This dynamic capability makes complex inheritance and legacy strategies accessible and understandable to a broader client base.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.