AI is changing that equation. It shouldn’t replace a trust officer’s judgment, but it can eliminate the part of the job that was never a good use of that judgment in the first place.
Estate planning earns wallet share without asking for it, strengthens retention by design, and, when done well, meets families where they actually feel value: In the outcomes they see each year and the clarity they feel about the future. That next phase is here, and it belongs to more than just the ultra-wealthy.
