Are you looking to scale your trust and estate practice — or turn it into a predictable revenue generator? Most trust and estate attorneys don’t have a capacity problem. They have a process problem. In this session, we break down exactly why adding more clients without the right systems leads to chaos instead of growth, and what the firms that are scaling successfully are doing differently.

Generative AI has already moved from novelty to fixture in legal practice, and its capabilities are growing almost faster than we can keep up. We have heard the stories about fabricated citations and hallucinations, and we’re far past that point now. But where exactly are we, as lawyers, in being able to use AI the way it should be used — to improve efficiency and lessen risk, rather than increase it? At the 2026 ABA Tech Show, nearly every exhibitor touted their harnessing of AI to make your practice better, but is that really happening? False AI output can cause erroneous formula gifts, missed deadlines, trusts that don’t match the client’s goals, and more, so how can we be sure that new AI tools are safe?