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AI agent for financial advisors

Estate Plan Document Currency Agent

Get outdated estate plans reviewed by an attorney before they cause problems.

Risk managementMonitoringFinance
See how it worksGet access
Estate Plan Document Currency Agent: what goes in, what the agent does and what you get

What it does

A will or trust signed ten years ago may name an ex-spouse, miss a grandchild or ignore new tax rules. This agent reads each client's estate document dates, family changes recorded in the file and notes on relevant legal updates. It flags plans that look stale, for example those older than five years, or where a marriage, birth, death or large asset change has happened since signing. It builds a referral list for estate attorneys and drafts a short note to each client explaining why a review is worth doing. It tracks follow-up and resurfaces clients who have not acted after 60 days. If no response arrives after two reminders, it records that. The advisor approves all outreach.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Annual scan or family event logged 2 USES A TOOL Read estate document dates and the file history 3 DOES Find family changes and large asset changes sincesigning 4 DOES Flag plans that look stale and give the reason 5 DOES Match each client to attorneys on the referral list 6 DOES Draft a short note to each client 7 YOU APPROVE Advisor approves all outreach 8 USES A TOOL Track replies and attorney meetings 9 CHECKS THE RESULT Has the client acted within 60 days? If not: draft a reminder and queue it for approval. Backto step 6. 10 RESULT Estate plan status list
Read the steps as a list
  1. Annual scan or family event logged
  2. Read estate document dates and the file history
  3. Find family changes and large asset changes since signing
  4. Flag plans that look stale and give the reason
  5. Match each client to attorneys on the referral list
  6. Draft a short note to each client
  7. Advisor approves all outreachThe agent waits here for your OK.
  8. Track replies and attorney meetings
  9. Has the client acted within 60 days?If not: draft a reminder and queue it for approval. Back to step 6.
  10. Estate plan status list

How it decides

It flags a plan when it is older than the set age or a life event or large asset change came after signing.

  • Flag a plan older than 5 years
  • Flag any plan signed before a marriage, divorce, birth or death
  • Flag a net worth change above 25 percent since signing
  • Stop reminders after 3 attempts and note it in the file

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Age limit for plans (default 5 years)
  • Asset change trigger (default 25 percent)
  • Reminder spacing (default 60 days)
  • Attorney referral list

What keeps you in control

It always asks you first

  • Advisor approves every note to clients
  • Advisor approves referrals to attorneys

Hard limits

  • Never gives legal advice
  • Does not contact clients or attorneys without approval

It stops when

  • Done: every flagged client has acted, declined or had three reminders
  • Stop: the file lacks document dates for many clients

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOf 140 clients, the agent flagged 22. The Haddad file had a 2014 trust and a granddaughter born in 2021. It drafted a note and attached two attorney options. After 60 days there was no reply, so the check failed and the agent queued a reminder. The advisor approved it and the client booked an appointment the next week.

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