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AI Meets Estate Planning: How to Keep the Human Touch in a Digital Legal World
Trust Issues—Only the Kind that Make You Richer.
20 minutes
2 months ago
AI Meets Estate Planning: How to Keep the Human Touch in a Digital Legal World
In this follow-up episode of Trust Issues, Ruma Mazumdar welcomes back executive coach and AI expert Jesse Frye to discuss how AI is reshaping estate planning and what legal professionals need to know. From DIY will platforms to agentic AI tools that mimic human workflows, Ruma and Jesse dig into the promises, pitfalls, and personal hesitations around using AI in people-centered legal practices. They explore how to identify friction points, personalize client experiences, and scale law firms—without sacrificing trust. This is an essential conversation for anyone navigating the evolving balance between automation and empathy in law.
