Summaries and Flowcharts
Simplify Estate Plans for Your Clients
Summaries and Flowcharts is a tool that converts estate plans into clear, plain-English overviews, allowing you to instantly construct a visual roadmap that illustrates how every component fits together.
Help clients understand their legacy planning documents
Clients rely on your guidance to safeguard their future. Dense legal language can leave them unsure about what they are signing, which puts your work at risk. Included with every WealthCounsel membership, Summaries and Flowcharts can help you enhance your client communication like never before.
Made for estate planning.
Recognizes subtle legal nuances, such as tailored clauses, and flags missing elements, like incomplete schedules or omitted signature pages.
Transforms any will or trust.
Upload documents drafted in WealthCounsel or third-party software, making it practical to review a prospective client’s existing estate plan.
Easy to customize.
Generate a flowchart from any summary, then easily customize it in Draw.io to fit your needs.
Secure by design.
Documents are processed in a secure environment, not a public AI platform, so clients’ personally identifiable information is protected.
One of many tools included with your WealthCounsel membership
Summaries and Flowcharts sits alongside the secure cloud-based drafting software, complimentary live and on-demand CLE, unlimited support, and attorney community that comes with every membership. Together, these features help you practice with confidence, competence, and efficiency.