Foundational Estate Planning Series

Automation and AI Opportunities for Estate Planners

Deirdre Wheatley-Liss
Porzio, Bromberg, & Newman

October 17, 2023

This episode features a conversation between our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Deirdre Wheatley-Liss, a Principal at Porzio, Bromberg & Newman.  The discussion centers on the use of AI (Artificial Intelligence) and Automation in the practice of law, highlighting various aspects of its application in the legal field.  Key topics covered include business benefits, ethical considerations, AI policies, and examples of how the technology is currently being used.  Listen in to learn if your law firm can benefit from AI and Automation.