AIP Professional Series · TPG Publishing · Dr. G. Loy Ehlers III

The AI-Powered
Estate Planning
Attorney

A Solo and Small Firm Practice Guide. Eleven chapters covering every dimension of estate planning practice — from AI literacy and professional responsibility through wills, trusts, tax planning, business succession, charitable planning, estate administration, and practice management.

✓ 11 Chapters ✓ Ready-to-Use Prompts ✓ Free Beta Access ✓ Companion to the Book
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⚖
Beta Access — Free. All 11 chapters available. Verify all tax figures and legal standards against current primary sources before any client use. Send Feedback →
11 Chapters
Chapter 01
🧠
AI Literacy for the Estate Planning Attorney
Highest verification standard in the series
Chapter 02
⚖
Professional Responsibility in Estate Planning
Rules 1.1, 1.6, conflicts, duties to third parties
Chapter 03
📝
Client Intake and the Estate Planning Interview
Family inventory, asset inventory, planning conversation
Chapter 04
📄
Wills — Drafting, Execution, and Common Issues
Execution requirements, blended families, pour-over wills
Chapter 05
📑
Revocable Trusts and Trust Administration
Trust drafting, funding, successor trustee obligations
Chapter 06
👔
Powers of Attorney and Healthcare Directives
Durable POA, healthcare directives, state requirements
Chapter 07
💴
Federal Estate and Gift Tax Planning
Exemptions, portability, GRATs, SLATs, lifetime planning
Chapter 08
🏭
Business Succession Planning
Buy-sell agreements, valuation, family vs. key employee succession
Chapter 09
❤
Charitable Planning
DAFs, CRTs, QCDs, appreciated assets, charitable bequests
Chapter 10
📅
Estate Administration and Post-Death Practice
Probate, personal representative duties, Form 706, portability
Chapter 11
🏭
Managing the Estate Planning Practice
Client lifecycle, plan reviews, referral development, billing
About This Course

This course is the companion to The AI-Powered Estate Planning Attorney: A Solo and Small Firm Practice Guide by Dr. G. Loy Ehlers III, published by TPG Publishing, 2026. Each chapter mirrors a chapter of the book with prompts, scenarios, and quizzes drawn directly from the text.

Solo & small firm focus · Highest AI verification standard · Federal and state law simultaneously · Documents take effect at death
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Free beta access · No login required · Progress saved in your browser