Coordinated plan drafting with wills/trusts/POAs/healthcare directives bundled into unified estate packages, with revision tracking across all documents at once.. AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more.
If any of these sound familiar, you are not alone. Most estate planning businesses deal with these every day.
Plan complexity where wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives, and business succession plans must coordinate into a coherent estate strategy.
Document storage for 20-50 year horizons where estate plans must be retrievable decades after signing, often long after original attorneys retire or firms rebrand.
Trust funding follow-through where clients sign trust documents but fail to retitle bank accounts, real estate, and investments into the trust, rendering the trust ineffective.
Life event trigger updates where marriages, divorces, births, deaths, and wealth events all require estate plan reviews, and many firms miss these trigger points entirely.
Probate avoidance education where clients often don't understand why trusts matter, requiring repeatable client education that scales without attorney hour drain.
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Coordinated plan drafting with wills/trusts/POAs/healthcare directives bundled into unified estate packages, with revision tracking across all documents at once.
Long-horizon document storage with immutable archiving, successor attorney access workflows, and client retrieval portals that outlive firm rebrands.
Trust funding workflows with post-signing retitling checklists, follow-up reminder sequences, and completion tracking to ensure trusts are actually funded.
Life event triggers with CRM flags for marriages/divorces/births/deaths, automated review prompts, and plan-update campaigns at life transitions.
Client education library with video explainers, trust funding guides, and probate-avoidance materials that reduce attorney-hour teaching time.
AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more. An integrated AI assistant has full context of your team's customers, deals, jobs, and finances — so it can take real action across your entire business stack instead of just answering questions.
See how Deelo stacks up against popular ai business assistant tools for estate planning businesses.
| Feature | Deelo | ChatGPT (OpenAI) | Claude (Anthropic) | Microsoft 365 Copilot |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $200/seat/mo | $0 - $100/seat/mo | $30/user/mo (plus M365 license) |
| All-in-one platform | ||||
| AI Business Assistant features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Trust funding workflows push completion rates from 30% to 85%
Life event triggers produce 3x more plan-update engagements per year
Long-horizon storage retains 100% of estate plans across 20+ year windows
Get started with ai business assistant software built for estate planning businesses. Free to start — no credit card required.
Learn more about ai business assistant solutions for estate planning businesses.
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