Streamlining Estate Settlement of Tangible Assets: Practical Lessons and the Role of AI in Modern Practice

Estate settlement often grinds to a halt over “the stuff”—the furniture, heirlooms, art, jewelry, and sentimental items that can be harder to divide than the financial assets. This program will provide practical strategies for working with families, fiduciaries, and executors to peacefully divide tangible assets.

Attendees will learn how to prepare clients for smoother estate settlements, reduce postmortem family tension, and incorporate tangible asset planning into their estate documents. The session will also explore how AI-powered home inventory tools transform efficiency and make it possible to create complete, photo-based personal property inventories in hours rather than days—accelerating estate and probate administration while reducing professional workloads.

After attending this session, participants will be able to do the following:

1. Identify recurring challenges that cause delays or disputes when dividing tangible personal property.
2. Integrate proactive planning language and strategies into estate documents to address personal property division early.
3. Apply best practices for establishing complete and accurate home inventories before or after a client’s passing.
4. Leverage new AI tools to speed the personal property listing process—reducing manual work, improving accuracy, and enabling faster settlements.
5. Coordinate effectively between attorneys, fiduciaries, move managers, and heirs to streamline the overall estate administration process.
6. Use client education techniques to preserve family relationships and set expectations for a fair, transparent division process.
7. Understand how software and AI provide new algorithm possibilities to help divide things more fairly. 

Presented by: David MacMahan and Klea Harris

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.