Artificial intelligence (AI) is reshaping how estate planning is researched, drafted, and delivered—and families should understand what that means before working with an attorney. Updated for 2026, this Estate Planning Essentials video explains how AI is used in estate planning today, where it can improve efficiency and reduce costs, and why human judgment, verification, and data security remain essential.
This video covers informed client consent, cybersecurity risks, emerging AI tools, and practical tips for using AI responsibly when researching estate planning topics. For clear, trustworthy guidance on estate planning and AI, visit actec.org/estate-planning.
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The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,300 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate, and trust administration.
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In this video:
00:00 – Introduction
01:18 – Key AI Developments Since Our Last Update
02:06 – Why AI Results Must Always Be Verified
03:16 – Client Consent and Attorney Obligations When Using AI
04:00 – Data Security, Privacy, and Client Choice
04:41 – How Estate Planning Attorneys May Use AI in Practice
06:07 – Will AI Reduce the Cost of an Estate Plan?
06:48 – Tips When Using AI for Trust and Estate Research
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