Can AI Replace a Lawyer for Estate Planning?
With all the buzz around artificial intelligence (AI), it’s no surprise that many people wonder if AI can take the place of a lawyer—especially when it comes to estate planning. The short answer? You could try. But we wouldn’t recommend it.
AI can be a helpful tool for gathering general information or providing an understanding of what’s already established, but it’s not a replacement for professional legal advice. Here’s why:
1. AI Assumes Everything It Says Is True
AI systems pull their answers from existing sources—including websites, forums, and public documents. But, to the surprise of no one, the internet isn’t always accurate. If the tool gives you bad information, how will you know? And more importantly, how will you fix it?
Estate planning, elder law, and special needs planning are complex and deeply personal areas of the law. A mistake today could mean lost benefits, unnecessary taxes, or family conflict tomorrow.
2. AI Might Not Recognize Your State’s Rules
Much of estate planning comes down to state-specific laws. From probate procedures to guardianship designations, what works in one state might not work in another. AI tools are not consistently reliable at navigating these nuances and may not even be aware of changes in local regulations.
3. AI Doesn’t Know You
AI can’t ask the right follow-up questions. It doesn’t understand your family dynamic, your long-term care needs, or your goals for legacy and protection. Life planning is not one-size-fits-all. You need a guide who sees the full picture.
You Can Use AI as a Tool, Not a Substitute
AI can assist with ideas, research, and starting points. But when it comes to your life, your assets, and your legacy—work with someone you trust.
At the Law Offices of Mark F. Moss, we may sometimes use technology to help us serve you better, not to replace the relationship. If you have questions about your estate plan or looking to create one, give us a call at 904-329-7242 or visit markmosslaw.com. Let’s create a plan that’s accurate, personalized, and built to last.