AI by industry · Estate planning attorneys
Follow-up for estate planning attorneys, automated
Estate planning stalls in the quiet stretches: after the consultation, after the questionnaire is sent, and after the signing when assets are never retitled. AI can track each stall, draft a gentle nudge in your voice, and put it in front of you to approve. The matter keeps moving without a staff member keeping it all in their head.
Map your practice: see what could run on its own
Enter your website. The Brain reads it and shows every step of your estate planning attorney that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
The four stalls
Most files stop in one of four places: no decision after the consultation, an unreturned questionnaire, a draft waiting for comments, or a signed trust that was never funded.
Each has a different message. “Any questions on the proposal” is not the same note as “here is the one step left on your house.”
Reminders that sound like you
AI can write the nudge from the matter file and your past emails, so it reads like your office. You glance at it, then send.
Past clients
Plans go stale after marriages, births, moves and new businesses. A yearly note asking what changed brings back clients who would never call on their own.
Picture this
Examples of what it can look like in a estate planning attorney. Illustrations, not clients.
Two weeks after a consultation, a prospect gets a short note answering the question she asked at the end of the meeting.
A client has the signed trust but nothing is titled in its name. He gets a checklist for his bank and his deed, and you see when each is done.
A client who signed years ago gets a check-in after a county in your area changes a recording process.
Map your practice in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your estate planning attorney that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Will clients find reminders pushy?
Not if they are useful and spaced out. One clear next step is welcome. A weekly nag is not.
Does anything send without my approval?
Only if you choose that. Westward builds these with a person approving anything that goes out.
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