The AI Revolution For Estate And Tax Planning Services – Forbes

‘Estate and tax planning require a blend of technical expertise, strategic foresight, and deep client trust. AI offers tools to enhance efficiency without compromising the human touch essential to these practice areas. The Clio report reveals that 79% of legal professionals now use AI, and nearly 25% have fully integrated it into their workflows.’

Link: https://www.forbes.com/sites/matthewerskine/2024/11/27/the-ai-revolution-for-estate-and-tax-planning-services/