Trusts, Estates & Probate

Live Online

Estate Administration and AI: New Tools, Top Risks, and the Latest Trends

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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online + OnDemand
6 hours
Shayla Maatuka
Benjamin Zacks
Robert Harper
Mary Piasta
Emma Connor
With Shayla L. Maatuka from Maatuka Al-Heeti Emkes LLC + 4 others

Tue, Mar 03, 00:00 AM – 00:00 PM

Product ID 101654

Register For Course

Course Includes
$399

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

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

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Overview

Harness AI for a Smarter Probate Practice: Unlock Efficiencies and Avoid Errors

Generative AI is reshaping estate administration practice from manual, document-intensive processes to data-driven, automated workflows. To compete and thrive, you must adapt. This practical CLE is designed to equip you with the tools to ethically and effectively integrate AI into your daily practice.

This isn't a theoretical lecture; it's a hands-on guide. We will move beyond the hype to explore how specific AI tools can be leveraged immediately to streamline inventory collection, automate document review, generate drafts of tax forms, and improve fiduciary accounting accuracy.

Crucially, the course dedicates a full hour to navigating the complex ethical duties, including competence, confidentiality, and data security, that AI raises in high-stakes fiduciary matters. Attendees will leave with a clear road map for implementing AI tools that maximize efficiency while minimizing professional risk. Don't get left behind - register today!

  • Identify specific, high-volume probate tasks that are prime candidates for AI automation.
  • Develop a practical, step-by-step strategy for integrating AI tools into existing office workflows.
  • Learn best practices for data security and vendor vetting when choosing third-party AI solutions.
  • Analyze and mitigate the key ethical risks associated with using AI.

*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. AI Tool Selection and Integration Tips
  2. Automating Case Intake, Account Aggregation, and Asset Inventory With AI
  3. Document Review and Will Interpretation (With AI Prompts)
  4. MS Office Copilot AI Tools to Help You in Probate
  5. AI-Based Estate Management Tools for Executors and Their Advisers
  6. Tax Optimization With AI (Case Studies With Prompts)
  7. AI-Assisted Legal Research and Case Analysis in Probate Litigation
  8. Legal Ethics and the Use of AI in Probate

Related Topics

Product ID 101654

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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. AI Tool Selection and Integration Tips

  2. Automating Case Intake, Account Aggregation, and Asset Inventory With AI

  3. Document Review and Will Interpretation (With AI Prompts)

    1. Brainstorming With AI to Identify Key Problem Areas
    2. Summarizing Complex Trust Provisions for Client and Third-Party Communications
    3. Top Problems AI-Generated Documents Create in Probate

  4. MS Office Copilot AI Tools to Help You in Probate

  5. AI-Based Estate Management Tools for Executors and Their Advisers

  6. Tax Optimization With AI (Case Studies With Prompts)

    1. Using AI to Populate Structured Data From the Inventory Into Initial Draft Tax Forms
    2. Fiduciary Accounting Automation
    3. Regulatory and Deadline Monitoring
    4. Error Detecting and Flagging Inconsistencies Across Schedules

  7. AI-Assisted Legal Research and Case Analysis in Probate Litigation

  8. Legal Ethics and the Use of AI in Probate

    1. Duty of Technology Competence and Understanding AI
    2. Duty of Diligence: Verifying AI-Generated Content
    3. Pitfalls of AI-Assisted Client Communications
    4. Data Security and the Risk of Uploading Client-Sensitive Info to Public LLMs

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, executors, trustees, fiduciaries, and probate paralegals will also benefit.

Speakers

Shayla L Maatuka
Shayla L.
Maatuka
Maatuka Al-Heeti Emkes LLC
Benjamin S Zacks
Benjamin S.
Zacks
Zacks Law LLC
Robert M Harper
Robert M.
Harper
Farrell Fritz, P.C.
Mary Piasta
Mary
Piasta
Haeuser, Valluzzo & Piasta LLP
Emma V Connor
Emma V.
Connor
Prather Ebner Wilson LLP
Speaker bio
Shayla L Maatuka

Shayla L. Maatuka

Maatuka Al-Heeti Emkes LLC
Shayla Maatuka

has transitioned her solo law practice in Urbana to become a partner at Maatuka Al-Heeti Emkes LLC, where she currently serves as managing partner. With a robust background as an entrepreneur who has successfully launched four businesses, Ms. Maatuka combines her business and legal expertise. Her practice focuses on civil and commercial litigation, personal injury, workers' compensation, and business litigation. Ms. Maatuka has previously held positions on the boards of the East Central Illinois Women Attorneys Association, Executive Club of Champaign County and Champaign County Urban League. She earned her J.D. degree from the University of Illinois, and is admitted to practice law in Illinois and before the U.S. Northern and Central districts of Illinois Court.

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Speaker bio
Benjamin S Zacks

Benjamin S. Zacks

Zacks Law LLC
Benjamin Zacks

is the founding member of the Columbus firm of Zacks Law LLC, where his practice includes representation of businesses and individuals in connection with business formation, restructuring, wealth planning and funding, asset preservation, estate planning and probate, entrepreneurial law, health care practice group law, intellectual property, computers, energy and technology, debt restructuring, taxation, accounting, auditing, asset recovery matters, and international transactions. He has particular real estate experience in acquisitions and dispositions, commercial and residential lease transactions, permanent and construction financing (on behalf of both lenders and borrowers), office and condominium development, syndications, joint ventures, construction and architect contracts, developer representation, title insurance, zoning and land use development, planning services and litigation services at the trial and appellate levels (state and federal), and in arbitration. Mr. Zacks is a graduate of the Harvard Negotiation Project and has lectured to various professional groups on entity selection, professional ethics, taxation, property rights, buying and selling real estate, title insurance, zoning, and land use issues. He earned his B.A. degree from The Ohio State University and his J.D. degree from Capital University Law School. Mr. Zacks is licensed to practice law in Ohio and Arizona, and before the U.S. Tax Court. He is a member of the Columbus, Ohio State, and American bar associations; and State Bar of Arizona.

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Speaker bio
Robert M Harper

Robert M. Harper

Farrell Fritz, P.C.
Robert Harper

is a partner with Farrell Fritz, P.C. in Uniondale, New York. He is a seasoned estates, trusts, and guardianship litigator who advises individuals, families, charities, and corporate fiduciaries. Appearing before the Surrogate's Court and the Supreme Court, Mr. Harper handles a wide range of proceedings including will and trust contests, contested accounting proceedings, contested guardianship proceedings, marital agreement challenges, fiduciary removal applications and surcharges, kinship proceedings, asset turnover proceedings, and more. He also has experience as a court-appointed guardian ad litem and mediator in Surrogate's Court proceedings. In addition to his work with Farrell Fritz, Mr. Harper is a special professor of law at Hofstra University School of Law and coaches Hofstra's moot court teams. With a vast background as a practitioner and professor, he is a frequent lecturer on trusts and estates topics and a contributor to the firm's New York Trusts & Estates Litigation blog. Mr. Harper has been recognized by Best Lawyers in America for his litigation - trust and estates practice (2024-present) and listed as one of Long Island Business News' Leaders in Law (2024). He earned his J.D. degree at Hofstra University's Maurice A. Deane School of Law, and is admitted to practice in New York and New Jersey.

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Speaker bio
Mary Piasta

Mary Piasta

Haeuser, Valluzzo & Piasta LLP
Mary Piasta

is a partner at Haeuser, Valluzzo & Piasta LLP. Adept at navigating thorny issues ranging from real estate to the complexities of estate planning, her proactive legal counsel provides peace of mind to entrepreneurs, family-owned businesses, and individuals. Ms. Piasta advises on critical business decisions and the transition of leadership and inheritance across generations. Her clients include diverse businesses of all sizes, ranging from solos and start-ups to multi-generational wineries, and vineyard management companies. Ms. Piasta earned her B.A. degree from the University of California, Davis and her J.D. degree from the University of San Francisco School of Law. She is admitted to practice law in California.

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Speaker bio
Emma V Connor

Emma V. Connor

Prather Ebner Wilson LLP
Emma Connor

is an attorney with Prather Ebner Wilson LLP in Chicago, Illinois. Her practice focuses on fiduciary litigation, trust and estate administration, and contested probate proceedings. Prior to joining the firm in 2023, Ms. Connor began her legal career at Chicago's Levenfeld Pearlstein, LLC, where she gained experience with high - and ultra - high net worth individual estates and worked on complex fiduciary litigation. She earned her J.D. degree at Tulane University Law School and her LL.M. in taxation at Northwestern University School of Law. Before her legal career, Ms. Connor worked with nonprofit organizations focused on expanding youth literacy, immigrant and refugee resettlement, and gun safety legislation. She is a member of the Young Professionals Board of Illinois Legal Aid Online, and volunteers with Chicago Volunteer Legal Services.

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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.
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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.
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