What Is Legal AI Assistant for Trusts & Estates?
Review an old estate plan and explain it to a client, both in minutes, not an afternoon.
Legal AI Assistant is a secure, confidential AI-powered chat interface built directly into NetDocuments. It reads documents that are already stored in your firm's document management system, wills, trusts, powers of attorney, healthcare directives, and answers questions about them in plain language.
You select a document, ask a question, and get a direct answer, with citations pointing to exactly where in the documents the information was found.
For an estate planning practice, that means reviewing an existing plan before a client meeting, or answering a client's question, takes minutes instead of digging back through an old file.
