Estate planning can feel overwhelming, especially if you are not sure where to begin. Many people put this important task off because they are busy, unsure of the legal process and/or uncomfortable thinking about the future in certain ways. However, setting estate planning goals does not need to be unreasonably difficult. If you’re struggling to get started with the estate planning process, know that AI tools can help you start thinking about your priorities and give you a clearer picture of what you want to accomplish.
AI can help you brainstorm your estate planning goals by asking simple questions and helping you to organize your responses. For example, an AI resource may prompt you to think about who should receive certain assets, who should make decisions for you if you are unable to and how you want to provide for your children, pets or a loved one with special needs. It can also help you consider goals beyond just passing on property—such as planning for health care, reducing taxes or supporting a charity.
Only the first step in this process
These tools will not replace the need for guidance from a skilled estate planning attorney, but they can help you come to your first meeting more prepared. You may already have a basic outline of your wishes and a list of questions ready to go as a result of AI. This can save you time and can make your planning process smoother than it might otherwise be.
For people who are busy or just want to work through their ideas at their own pace, AI can be a low-stress way to begin. It can give you space to reflect, organize your thoughts and get a sense of what matters most. Then, when you speak with a lawyer, you can focus on tailoring your plan to your exact needs and complying with state law to better ensure that your wishes are conveyed in ways that are enforceable. The post AI can help you set estate planning goals first appeared on Scott + Hespen Law, PLLC.
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