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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.
This is a rebroadcast of the original event delivered by Dr. John Evans Ph.D., Glenn C. Nunes, Paul E. Deloughery, Mary Ewing, John (JJ) Sauve on December 29, 2025. Faculty will be available to answer your questions after the program.
Abbreviated Agenda
- Top AI Tools for Estate Planners Today: Free vs. Paid, General vs. Specialized
- AI-Powered Legal and Financial Research in Estate Planning and Probate
- Drafting and Reviewing Estate Planning Documents With AI
- Practice-Building AI Tools for Estate Planners
- Client and Fiduciary Communications and Other Writing
- Legal Ethics of Tomorrow: Cybersecurity, Technology Competence, and More
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We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Mississippi CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
Select Jurisdiction
CLE
Agenda
-
Top AI Tools for Estate Planners Today: Free vs. Paid, General vs. Specialized
- How Generative AI Works and Where It's at Today
- Legal AI vs. Open-Source AI Tools Like ChatGPT, Gemini, Claude, and Co-Pilot
- Drafting Software Options: New Features, Current Leaders, etc.
-
AI-Powered Legal and Financial Research in Estate Planning and Probate
- Identifying Legal Issues
- Tools for Organizing and Analyzing Assets in Estate Inventory
- Fact-Checking and Validating AI Results
- Gaming the Outcomes of Various Planning Tools for Specific Client Scenarios
-
Drafting and Reviewing Estate Planning Documents With AI
- Reviewing Documents for Vulnerabilities/Ambiguities
- Seed Text for Specific Trust Provisions
- Refining Your Queries and Follow-Up Prompts for the Best Results
-
Practice-Building AI Tools for Estate Planners
- Analyzing Your Client Market
- Law Firm Site Chatbots
- Legal Market Trends Analysis
- AI-Assisted Administrative Tasks: Transcription, Data Entry, LPM
-
Client and Fiduciary Communications and Other Writing
- Client Onboarding: Gathering Information and Integrating It With Drafting Software
- Educating Clients on Estate Planning Tactics in Plain English
- Educating Personal Representatives on Their Tasks in Estate Administration
- Writing Legal Articles and Presentations: Structure, Seed Text, and Tone Tailoring
- Generating Expert Questionnaires
-
Legal Ethics of Tomorrow: Cybersecurity, Technology Competence, and More
- Guarding Client and Firm Data: Cybersecurity Essentials
- The Changing Definition of Attorney Technology Competence Duty
- When and How to Disclose Your Use of AI
- 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
Speaker bio
Dr. John Evans, Ph.D.
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.
Speaker bio
Glenn C. Nunes
is a solo practitioner. He handles civil and probate matters in all phases of litigation. Mr. Nunes earned his B.A. degree from the University of California, Davis where he graduated with Highest Honors and Phi Beta Kappa and his J.D. degree from the University of Virginia School of Law. He is admitted to practice law in California.
Speaker bio
John (JJ) Sauve
is a partner with Haynes & Sauve, Attorneys and Advisors in Tryon, North Carolina, where his practice focuses on estate planning and administration, commercial and residential real estate, small business and corporate representation, nonprofit organizations, and local government law. He brings more than two decades of legal and public-sector experience to his work, including service in senior municipal leadership roles and extensive advising of public, nonprofit, and closely held entities. His current practice is primarily advisory, centered on governance, risk management, regulatory compliance, and long-term organizational planning, and he regularly counsels boards, executives, and business owners on complex legal, administrative, and operational issues. Mr. Sauve began his legal career as an assistant district attorney, prosecuting matters ranging from traffic offenses to first-degree murder cases, and he continues to rely on a substantial civil and criminal litigation background in his advisory work. Although his practice has transitioned toward preventative and strategic counsel, his guidance is informed by a litigator's perspective that anticipates disputes, evidentiary challenges, and enforcement risks before they arise. He is a certified fire and rescue instructor and law enforcement instructor and has taught a wide range of audiences on topics spanning operational decision-making, ethics, governance, administrative law, and legal risk management. In both his practice and instruction, Mr. Sauve emphasizes practical application of the law, clear frameworks for decision-making, and lessons drawn from real-world litigation and public-sector experience.
Speaker bio
Paul E. 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; 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.
Speaker bio
Jennifer J. El-Kadi
is a litigation attorney and founder of JEK Law, LLC, where she advocates for survivors of sex abuse and human trafficking, as well as individuals injured in motor vehicle accidents. Her practice is rooted in the belief that those who have been silenced or harmed deserve fierce, trauma-informed legal representation-and she brings both compassion and precision to every case she handles. Ms. El-Kadi has built her career fighting for plaintiffs who cannot fight for themselves. She previously served as Partner and Chief Operating Officer at Babin Law, where she led the firm's Human Trafficking Department and helped file the first civil TVPRA lawsuit in the country. Under her leadership, the docket expanded from 100 to more than 2,100 active cases. She helped coordinate national litigation strategy across jurisdictions after the denial of MDL centralization, spearheading complex multi-defendant actions against corporate enablers and contributing to early case law development under the TVPRA and CAVRA. In addition to her leadership in sex abuse litigation, Ms. El-Kadi provides high-quality co-counsel support to firms nationwide-stepping in on an overflow or project basis to draft complaints, discovery, and motions, and guide litigation strategy in high-stakes cases. Her background spans personal injury, mass torts, and trauma-informed justice alternatives. As COO at Babin Law, she scaled national dockets involving Uber, Lyft, NEC, Hernia Mesh, CPAP, Hair Relaxer, and Valsartan, optimizing intake workflows and CRM systems. She also clerked under Judge Zottola in Pennsylvania's Veterans Court, where she supported diversion programs for justice-involved veterans facing service-related trauma.
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