When Clients Use AI to Second-Guess Estate Plans — Guidance, Guardrails, and Risk Management

Thomas A. Tietz, Esq. and Martin M. Shenkman, Esq.

Originally posted to Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #3325.

Artificial intelligence has become part of the estate planning conversation whether practitioners invited it or not. Clients now ask AI to review draft trusts, identify planning omissions, produce trustee memoranda, critique beneficiary designations, and recommend tax strategies. Some of that use is constructive. Much of it is not. Clients should not be told simply to avoid AI. A balanced professional response may distinguish preparation uses from substantive legal review, caution against public tools, explain the cost of reviewing AI-generated material, and channel clients toward better questions and adviser coordination.”

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