AI meeting notes for estate planning and probate firms
Planning meetings are often in person and full of family detail. Record them with the Astrid app for iPhone and get a note of the client's wishes, a document checklist and a recap.
How estate planning and probate firms use Astrid
Planning consultations
Family, assets, guardians and wishes, captured in the client's own words.
Document reviews
What you explained in the draft will or trust, written down with the date.
Probate administration
Inventory, creditors and filings discussed with the family, on the record.
The calls Astrid recognizes
Astrid sorts each estate planning and probate call by type and writes the note in that type's template, set up with you during onboarding from the file notes you already write.
A call about what the client wants in their estate plan: family, assets, guardians, beneficiaries, wishes.
A call walking the client through draft wills, trusts, powers of attorney or other documents.
A call arranging and preparing for the signing or execution of documents.
A call about opening or administering an estate or trust: inventory, creditors, court filings, distributions.
A routine check-in with the client on where the matter stands, with no major new development.
Billable hours
Usually flat fee, so Astrid does not draft time entries for these matters. If you bill some matters hourly, mark them and Astrid drafts time for those.
Sensitive calls
A recording of a planning meeting can matter if capacity is later questioned. Your firm decides when to record and sets consent per matter.
Frequently asked questions
Does Astrid have note templates for estate planning and probate?
Yes. Each estate planning and probate call type gets its own note template, set up with you during onboarding from the file notes your firm already writes. You can change them any time.
Does Astrid draft time entries for this practice?
Usually flat fee, so Astrid does not draft time entries for these matters. If you bill some matters hourly, mark them and Astrid drafts time for those.
How is recording consent handled?
Your firm sets one-party or all-party consent for each matter, and Astrid keeps a consent record for every call. The meeting notetaker and the dial-in both announce the recording.