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Merrek DeBolt

As seen in: Wealth Management
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Articles

Enhance Due Diligence In Your Estate-Planning Practice With AI

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By Merrek DeBolt, Thomas Tietz, Martin Shenkman
| Wealth Management Verified
The integration of artificial intelligence (AI) into estate-planning practices is rapidly evolving. We’ll explore how AI-powered background and other fact checks can transform four critical estate-planning practice steps: 1. The safest and easiest time to terminate a client is before the attorney-client relationship has begun. Practitioners should consider using AI background checks to filter bad prospects before they become clients. 2.
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AI Background Checks Transform Estate Planning Practices

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By Alan Gassman, Thomas Tietz, Merrek DeBolt, Mason Hockensmith
| Wealth Management Verified
The integration of artificial intelligence into estate and financial planning practices is rapidly evolving. AI-powered background and other fact checks can transform two critical estate-planning practice steps: Filter bad applicants. The safest and easiest time to terminate a client is when the attorney-client relationship hasn’t begun. Practitioners should consider using AI background checks to filter bad prospects before they become clients. Asset transfers.
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Merrek DeBolt

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By Merrek DeBolt, Mason Hockensmith
| Wealth Management Verified
WealthManagement.com is part of the Informa Connect Division of Informa PLC This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
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