When It Comes to Trust and Estate Planning, You Deserve a Better Lawyer Than a Bot

Artificial intelligence (AI) has come a long way in recent years. Some might be tempted to think AI could replace an attorney when drafting complex legal documents. Some purveyors of AI technology have even made such claims. Spoiler alert: The project did not end well. As advanced as AI technology is, it cannot completely replace an attorney’s expertise. Nowhere is this truer than in trust and estate planning.
Artificial intelligence models lack the ability to understand the nuances and complexities of the law. Part of this is the way that AI works. AI technology relies on algorithms and data to make decisions by effectively taking known information and producing the most logically perceived outcome. By analogy, you may have noticed that your smartphone sometimes prompts you with the exact word you were about to type in a text message. It may even finish your sentence. This does not mean that your phone knows what you are thinking. It is simply good at predicting language (and only sometimes).
Unfortunately, the law is not always black and white. It is written by humans and interpreted by humans. Sometimes a legal analysis or opinion does not yield a logical conclusion, and the law constantly evolves. After all, if the law were purely a game of numbers, there would be little need for judges, juries, or mediators. Our legal system is full of gray areas and nuances that an AI model may be unable to comprehend.
Consider the example of drafting a trust document that includes providing for a minor child’s education. An AI system can understand that education is important and include such language in the trust document. However, an attorney with experience in trust and estate planning will know that there are many different types of education and that the language used in the trust document can significantly impact how the funds are used. An attorney can provide guidance on the best language to ensure that the funds are used as intended.
Another reason why AI cannot replace an attorney is that trust and estate planning is not just about drafting documents. It is more about understanding each client’s unique needs and goals and creating a tailored plan. An AI system may be able to draft a generic trust document, but it cannot provide the personalized attention and advice that an attorney can. An artificial intelligence model cannot ease your anxiety about the intentions of an estranged family member or provide consolation for those coming to terms with their family member’s terminal illness.
An attorney can work with you to understand your unique situation, identify your goals, and help you create a plan that meets those goals. They can also provide guidance on other aspects of trust and estate planning, such as tax planning and asset protection, that an AI system cannot.
Finally, trust and estate planning is not just about drafting documents and creating a plan. It is also about ongoing maintenance and review of the plan to ensure that it continues to meet your needs and goals. An attorney can provide ongoing advice and guidance as your situation changes.
While AI technology has come a long way in recent years, it cannot completely replace an attorney regarding trust and estate planning. An attorney’s expertise in understanding the nuances and complexities of the law, providing personalized advice and guidance, and ongoing maintenance and review of your plan is essential to ensure that your trust and estate plan meets your unique needs and goals.

The team at Rise Up Legal understands that every client has their own particularized needs and that no one plan is the same. We take a personalized approach to every client to ensure your estate plan aligns with your intent while providing you peace of mind in the process. If you are considering an estate plan, the attorneys at Rise Up Legal are standing by to assist. You can schedule your free initial consultation here or by calling our offices at (904) 368-6360. We look forward to the opportunity to serve you.

Have questions? Call us, we’re available 24/7 to speak with you and help you get started.
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