Estate Planning AI Case Study | Professional Services Automation
Back to Case StudiesEstate Planning Document Intelligence
Automated document extraction and structure mapping for complex family entities and trusts.
This Professional Services AI automation case study explores Estate Planning Document Intelligence. Tags: Professional Services, Document Processing, AI Implementation, Reporting, OpenAI, Retool, AI Automation, Workflow Automation.
-70%
Document Review Time
99%
Clause Extraction Accuracy
Weeks Faster
Restructuring Speed
Overview
A boutique estate planning firm needed to analyze complex structures: trusts, LLCs, corporations, real estate holdings, insurance policies. The AI system reduced document review time by 70% with 99% accuracy.
Challenges
Thousands of pages of trust documents
Entity relationships unclear
Manual extraction of beneficiaries, trustees, restrictions
High risk of human error during estate restructuring
What We Delivered
AI document classification (trust, will, corporate filings, tax docs)
Entity graph builder showing relationships across documents
RAG engine allowing attorneys to query documents semantically
Clause extraction module summarizing obligations, triggers, deadlines
Scenario modeling for restructuring
Secure vault with audit logging
Tech Stack
Document AI, OpenAI RAG, Neo4j/Graph DB, Custom API, React dashboards
Tags
Results
-70%
Document Review Time
99%
Clause Extraction Accuracy
Weeks Faster
Restructuring Speed
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