Estate Plan

This AI template automates the extraction of key data from estate planning documents, including wills and testaments. It identifies the testator’s legal name, declaration statements, and all named family members with details like marital status and dates of birth. It also captures information on dependents, ensuring that every individual mentioned in the plan is documented for accurate record-keeping.

Additionally, the template extracts asset inventories, including asset types such as real estate, bank accounts, investments, retirement accounts, and life insurance policies, along with their stated values or ownership structures. By structuring this information, wealth managers, attorneys, and financial advisors can streamline estate reviews, create clear summaries, and automate planning workflows with greater accuracy and efficiency.