Using AI for Document Review: Getting Started for Trust and Estate Attorneys

Using AI for Document Review: Getting Started for Trust and Estate Attorneys

June 16, 2026 · 12 min · Episode 382

About this episode

This episode discusses how estate planning attorneys can utilize AI for various aspects of their practice while ensuring professional standards.

Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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