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AI in Estate Planning & Elder Law: Work Smarter, Not Harder

Leverage AI to streamline estate planning and elder law. Work smarter, not harder, by mastering innovative tools for enhanced efficiency and client service.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Aug 7, 2025
AI in Estate Planning & Elder Law: Work Smarter, Not Harder

What You'll Learn

check_circleHarness AI to work smarter, not harder.
check_circleAutomate emails and prioritize tasks with AI.
check_circleLeverage AI for effective marketing strategies.
check_circleStreamline client intake and document drafting.
check_circleImplement AI for robust practice management.
check_circleBoost client relationships with AI tools.

About This Course

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).

You will learn to:

  • Streamline email management with intelligent AI tools like SaneBox, Copilot, and Fixer.ai.
  • Prioritize tasks effectively using AI-driven systems such as Motion.
  • Optimize marketing strategies, including content creation, video marketing, newsletters, and referral systems, leveraging platforms like ChatGPT, Claude, Gemini, Canva, Descript, Publer, and Hootsuite.
  • Automate client intake, communication, and sales funnels using advanced practice management software like Lawmatics, Clio Grow, Keep, and Salesforce, alongside innovative AI phone systems like SimpleTalk and RingCentral.
  • Leverage AI for document drafting with tools like Interactive Legal and Wealth Counsel, and enhance meeting productivity with AI note-takers such as Zoom, Otter.ai, and Fixer.ai.
  • Develop robust Standard Operating Procedures (SOPs) using Scribe, Whale, Trainual, and Loom, fostering a more efficient and scalable practice.
  • Implement accurate time tracking with WiseTime and Laurel to better understand and optimize firm costs and productivity.
  • Boost your online presence and client engagement through effective Google review strategies and community involvement.

By integrating these cutting-edge AI solutions, you can significantly reduce manual workload, improve accuracy, and deliver superior service, transforming your practice into a highly efficient and modern law firm.

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Daniel R. Miller, Esq.
Daniel R. Miller, Esq.

Managing Partner at Miller & Miller Law Group, PLLC

Daniel is the managing partner at Miller & Miller Law Group, PLLC. He graduated cum laude from the University of Delaware and received his Juris Doctor from the Sandra Day O'Connor College of Law at Arizona State University. He has spoken at CLE events for the New York State Bar Association, Brooklyn Bar Association, and the Metropolitan Black Bar Association. He is the Chair of the Elder Law Committee for the Brooklyn Bar Association and serves on the Executive Committee of the Elder Law Section of the New York State Bar Association. Outside the office, Daniel is kept busy running after his two little daughters and acting as armchair quarterback for the New York Jets.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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