AI-Powered Estate Planning Analysis
Goal-Based Estate Analysis for Financial Advisors
Stop generic estate plan reviews. Our advanced AI analyzes client documents against their actual priorities—spousal security, family harmony, asset protection. Get AI-scored results and specific gaps in minutes.
No credit card required. Get started in minutes.
How It Works
Three simple steps to comprehensive estate analysis
1. Select Client Goals
Answer 3 strategic questions about your client's true priorities and estate planning objectives
2. Upload Documents
Upload estate planning documents and let AI analyze every provision against their goals
3. Get AI Insights
Receive precision scoring and specific gaps that become actionable planning conversations
See the AI in Action
Real scoring examples from estate plan analyses
Spousal Security
8/10Strong QTIP provisions protect surviving spouse's financial security
Family Harmony
4/10Missing conflict resolution mechanisms may create family disputes
Asset Protection
6/10Moderate protection; consider additional trust structures
The AI Advantage
Why financial advisors choose Estate Align
Save Time
10 minutes vs 4+ hours manual review
Goal-Specific Analysis
Analyze against actual client priorities, not generic checklists
Find Opportunities
3-5 planning gaps identified per analysis
Visual Scoring
4/10 family harmony score gets client attention immediately
Higher Engagement
Goal-specific findings drive client action
Competitive Edge
AI-powered analysis competitors can't match