I’ve been following Mitch Jackson for a while, and I genuinely appreciate the fact that he is both a lawyer and a user of AI. His commentary and insights are thoughtful and thought provoking.
Regardless of what the big tech firms say, LLMs are NOT ready for prime time when it comes to important documents. This article discusses in detail precisely why.
Estate planning is far more important than many (most?) people realize, and until companies like OpenAI, Anthropic, and Google genuinely figure things out, I’d rather pay for a qualified human to perform critical tasks. IMO, it is money well spent.
Once we reviewed [the estate planning documents] closely, serious issues appeared. Missing provisions. Incorrect language. Critical legal clauses and steps omitted. Even the structure of the trusts failed to meet basic California compliance requirements. The errors weren’t minor. They were the kind that would send a family straight into probate court, defeating one of the primary reasons of having a living trust in the first place.