Estate planning has changed over the years, from writing client information on paper and filing it to sending emails and having meetings online.

Artificial intelligence (AI) is looking to take the next step in estate planning and change how the next generation will interact with their estate planners.

In this episode, Brent Mekosh speaks with Rilus Dana, an estate planning attorney at Rilus Law, about how AI will be incorporated into digital asset planning and creating estate plans for the next generation. Rilus shares his experience as a lawyer while revealing how estate planning and client communication has switched with the rise of technology and how it will continue to evolve.

Rilus discusses:

  • What estate planning looked like when he first became a lawyer in the early 2000s
  • Ways his generation understands and uses technology
  • The importance of creating a plan for digital assets as well as physical assets
  • Reasons the human element will always be necessary with the rise of AI
  • And more!

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About Our Guest:

 Rilus Dana is a sixth-generation native of Arizona and received a degree in business management from Arizona State University, all while working part-time as an estate planning law clerk for his dad. With over two decades of experience in the industry, Rilus recognizes that clients are busy and want a legal plan that just works and is easy to understand.