alt Hacker NewsMy experience estate planning is that there are a lot of sensitive details in the documents. The tried a true method is the estate planning binder. Typically there is a worksheet to guide with the collection of information and then trusted parties review and find the missing details and then also work through the complex planning part. LLMs have, this far, not been good at that.
In the last 20 that I've done the biggest hurdle has been sitting down to do the work. A smarter worksheet doesn't solve the human problem of: "I'll get to this later".
Another critical part this doesn't handle is having a trusted party to help during the shit storm. Your estate lawyer and/or executor provide more than organized data.
We definitely do not intend to replace estate lawyers or executors who create these documents and manage their execution. Our goal is just make it easier to gather all the critical documents, contacts, bills, etc...and share clear instructions for what to do when so families know what exists and what next steps are during a stressful time.