To Use or Not to Use AI: What’s Right for Your Estate Planning Council?
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This event takes place from 4:00 pm ET - 5:00 pm ET.
Artificial intelligence is rapidly reshaping how organizations communicate, plan programs, manage volunteers, and streamline operations. But for estate planning councils, the question isn’t simply whether AI is useful, it’s how and when it should be used thoughtfully and responsibly.
This interactive session will explore practical applications of AI for estate planning councils, from drafting marketing content and social media posts to supporting board governance, event planning, and member engagement. Participants will also examine potential risks, including ethical considerations and maintaining the authentic voice and professional standards expected within the estate planning community.
Designed specifically for council board members and leaders, this program provides a balanced, real-world look at:
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Where AI can increase efficiency and reduce volunteer workload
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How to maintain professionalism and accuracy when using AI tools
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Ethical considerations
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Policies and guardrails councils may want to implement
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Practical examples and demonstrations relevant to council operations
Attendees will leave with a clearer understanding of how AI can serve as a strategic tool — not a replacement for leadership judgment — and a framework for deciding what role, if any, AI should play within their council.