The Impact of AI on Estate Planners
Date: Tuesday, January 20, 2026
Time: 8:30am - 9:30am
Location: Virtual
Speaker: Daniel Miller, ESQ
Registered for this event? Login now to view additional event details.
Welcome to the Consumer Electronic Show of estate planning and Elder Law—where shiny new tools promise to save you time, sanity, and maybe even your weekend. We’ll cover AI and automation that can manage your inbox, manage your calendar, streamline client intake, answer your phones, track your time, document your SOPs, and more. If you’ve ever wished your practice ran itself—this is as close as it gets (without cloning yourself).
THIS PROGRAM WILL NOT INCLUDE CE CREDIT FOR CFP. The CFP Board has denied credit stating that program falls under Practice Management. We are sorry for this inconvenience.
