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Trusts, Estates & Probate

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AI Toolkit for Your Estate Planning Practice

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Live Online + OnDemand
6 hours
John Evans
Glenn Nunes
Paul Deloughery
Mary Ewing
John Sauve
With Dr. John Evans Ph.D. from Evans Legal Group PC + 4 others

Mon, Dec 29, 00:00 AM – 00:00 PM

Product ID 101344

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Course Includes
$389

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OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 7 days of event date.

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Overview

From Onboarding Clients to Drafting Trusts and Educating Fiduciaries

AI is here to stay, and estate planning attorneys have been some of its earliest adopters. Where are we today? What tools and task optimization opportunities could you use to improve your practice? In this specialized course, attorney faculty share their wins, lessons, and preferences in using generative AI tools to draft estate planning documents, educate clients, and project financial outcomes. Whether you're an AI enthusiast or haven't even touched it before, this course will give you practical information for your next steps. Build your skills - register today!

  • Draft better trusts with helpful seed text for specific provisions.
  • Use AI to educate personal representatives and keep probates on track.
  • Explore estate planning document drafting tools and see what's new.
  • Come away with power-use pointers for writing queries and follow-up questions.
  • Cut down on data entry by integrating client onboarding with document drafting tools.
  • Use genAI tools to ease daily administrative tasks.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Top AI Tools for Estate Planners Today: Free vs. Paid, General vs. Specialized
  2. AI-Powered Legal and Financial Research in Estate Planning and Probate
  3. Drafting and Reviewing Estate Planning Documents With AI
  4. Practice-Building AI Tools for Estate Planners
  5. Client and Fiduciary Communications and Other Writing
  6. Legal Ethics of Tomorrow: Cybersecurity, Technology Competence, and More

Related Topics

Product ID 101344

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Top AI Tools for Estate Planners Today: Free vs. Paid, General vs. Specialized

    1. How Generative AI Works and Where It's at Today
    2. Legal AI vs. Open-Source AI Tools Like ChatGPT, Gemini, Claude, and Co-Pilot
    3. Drafting Software Options: New Features, Current Leaders, etc.

  2. AI-Powered Legal and Financial Research in Estate Planning and Probate

    1. Identifying Legal Issues
    2. Tools for Organizing and Analyzing Assets in Estate Inventory
    3. Fact-Checking and Validating AI Results
    4. Gaming the Outcomes of Various Planning Tools for Specific Client Scenarios

  3. Drafting and Reviewing Estate Planning Documents With AI

    1. Reviewing Documents for Vulnerabilities/Ambiguities
    2. Seed Text for Specific Trust Provisions
    3. Refining Your Queries and Follow-Up Prompts for the Best Results

  4. Practice-Building AI Tools for Estate Planners

    1. Analyzing Your Client Market
    2. Law Firm Site Chatbots
    3. Legal Market Trends Analysis
    4. AI-Assisted Administrative Tasks: Transcription, Data Entry, LPM

  5. Client and Fiduciary Communications and Other Writing

    1. Client Onboarding: Gathering Information and Integrating It With Drafting Software
    2. Educating Clients on Estate Planning Tactics in Plain English
    3. Educating Personal Representatives on Their Tasks in Estate Administration
    4. Writing Legal Articles and Presentations: Structure, Seed Text, and Tone Tailoring
    5. Generating Expert Questionnaires

  6. Legal Ethics of Tomorrow: Cybersecurity, Technology Competence, and More

    1. Guarding Client and Firm Data: Cybersecurity Essentials
    2. The Changing Definition of Attorney Technology Competence Duty
    3. When and How to Disclose Your Use of AI
    4. Top Concerns: Privacy, Tailoring, Accuracy, Bias, etc.

Who Should Attend

This legal course is designed for attorneys. Trustees, fiduciaries, and paralegals may also benefit.

Speakers

Dr. John Evans Ph.D.
Dr. John
Evans, Ph.D.
Evans Legal Group PC
Glenn C Nunes
Glenn C.
Nunes
Paul E Deloughery
Paul E.
Deloughery
Sudden Wealth Protection Law, PLC
Mary Ewing
Mary
Ewing
Mary Ewing Law Office PC
John J Sauve
John J.
Sauve
The Sauve Law Firm, PLLC
Speaker bio
Dr. John Evans Ph.D.

Dr. John Evans, Ph.D.

Evans Legal Group PC
John Evans

is an attorney at his firm Evans Legal Group PC. He earned his Ph.D. degree in educational administration from Georgia State University and his J.D. degree from Valparaiso University. Dr. Evans is a National Endowment for the Humanities Fellow and has studied at Downing College, Cambridge University, England. He served as a founder of the Western Institute for Agricultural Land Use, the Sagebrush Forum, and help the found the Agricultural Rural Law Section of the Colorado Bar Association servings as its chair and on the Board of Governors of the Colorado Bar Association. Dr. Evans has more than 30 years of experience working as both a lawyer, public servant, and educator. As an educator, he worked Mississippi, Illinois, Indiana, California, and Colorado. He served as an assistant professor of educational administration at San Jose State University, a labor mediator resolving school/teacher labor disputes, director of university to public school's partners program for school improvement, and a college dean. He has specialized in leadership development, accountability, and school finance reform. Dr. Evans also worked on national training projects for the Chief State School Officers Institutes.

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Speaker bio
Glenn C Nunes

Glenn C. Nunes

Glenn Nunes

is a solo practitioner. He is involved in all aspects of the preparation of insurance defense matters for trial and handles all phases of a case from inception through trial. Mr. Nunes earned his B.A. degree from the University of California, Davis and his J.D. degree from the University of Virginia School of Law. He is admitted to practice law in California.

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Speaker bio
Paul E Deloughery

Paul E. Deloughery

Sudden Wealth Protection Law, PLC
Paul Deloughery

practices approximately 80% in the area of probate and trust administration and related litigation. He is the founder of Sudden Wealth Protection Law, PLC, which provides integrated corporate, estate and asset protection planning; trust administration; corporate counsel representation; business formation; and probate and trust litigation. Mr. Deloughery is admitted to practice in Arizona and before the United States District Court for the State of Arizona. He is a member of the State Bar of Arizona (Probate and Trust Section) and WealthCounsel. He is also a certified family wealth advisor through the Family Firm Institute. Mr. Deloughery earned his B.S. and B.A. degrees from Indiana University-Bloomington, his M.A. degree from the University of Iowa, and his J.D. degree from the Iowa College of Law.

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Speaker bio
Mary Ewing

Mary Ewing

Mary Ewing Law Office PC
Mary Ewing

is a founding member of Mary Ewing Law Office PC. Having previously practiced for 20 years with Ewing & Ewing PC, she is a tireless advocate in her representation of those who have been injured as a result of an automobile collision, dangerous condition, defective product, or professional negligence. Ms. Ewing also represents those involved in divorce litigation, workers' compensation claims, Social Security claims, and employment matters. She has been a frequent presenter at numerous continuing legal education seminars, held a board position with the Colorado Trial Lawyers Association for 30 years, and was certified as a civil trial advocate by the National Board of Trial Advocacy. Ms. Ewing served as an adjunct professor of law at the University of Denver College of Law for many years, as well as on the teaching faculty for the National Institute for Trial Advocacy. She earned her B.A. degree from the University of Colorado and her J.D. degree from the University of Denver.

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Speaker bio
John J Sauve

John J. Sauve

The Sauve Law Firm, PLLC
John Sauve

is Deputy City Manager with the City of Beaufort. He brings over a decade of public service experience prior to practicing law and has represented clients in a broad array of matters in addition to his experience prosecuting. Mr. Suave served as a firefighter and law enforcement officer for a decade before becoming a prosecutor, general counsel for several public safety organizations, and operating his own firm before returning to Superior Court as an assistant district attorney. He has worked on matters ranging from traffic violations to first degree murders, and everything in between. In the civil realm, he has experience working with family law clients, advising organizations on risk management and employment matters, and litigating civil contract and land disputes. Mr. Sauve earned his bachelor's degrees in psychology and criminal justice from Waldorf University, his Juris Doctor from Charlotte School of Law, and his Masters in public administration from the University of North Carolina at Chapel Hill. In addition to his formal education, he was an inaugural graduate from the Drucker Institute's Public Sector Leadership program, a graduate of the UNC School of Government's Municipal and County Administration program, and he teaches criminal justice, public administration, and continuing education courses for several schools and fire, rescue, EMS, and law enforcement organizations.

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How do I access my courses?
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Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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