{"product_id":"streamlining-estate-settlement-of-tangible-assets-practical-lessons-and-the-role-of-ai-in-modern-practice","title":"Streamlining Estate Settlement of Tangible Assets: Practical Lessons and the Role of AI in Modern Practice","description":"\u003cp\u003eEstate 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.\u003c\/p\u003e\n\u003cp\u003eAttendees 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.\u003c\/p\u003e\n\u003cp\u003eAfter attending this session, participants will be able to do the following:\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eIdentify recurring challenges that cause delays or disputes when dividing tangible personal property.\u003c\/li\u003e\n\u003cli\u003eIntegrate proactive planning language and strategies into estate documents to address personal property division early.\u003c\/li\u003e\n\u003cli\u003eApply best practices for establishing complete and accurate home inventories before or after a client’s passing.\u003c\/li\u003e\n\u003cli\u003eLeverage new AI tools to speed the personal property listing process—reducing manual work, improving accuracy, and enabling faster settlements.\u003c\/li\u003e\n\u003cli\u003eCoordinate effectively between attorneys, fiduciaries, move managers, and heirs to streamline the overall estate administration process.\u003c\/li\u003e\n\u003cli\u003eUse client education techniques to preserve family relationships and set expectations for a fair, transparent division process.\u003c\/li\u003e\n\u003cli\u003eUnderstand how software and AI provide new algorithm possibilities to help divide things more fairly. \u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by: \u003c\/strong\u003eDavid MacMahan and Klea Harris\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 General credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AR, AZ, CT, ND, MO, NH, \u0026amp; TX are eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eNote:\u003c\/strong\u003e WealthCounsel does not offer CFP\/CPE credit for this recorded webinar.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/3039561957950146745\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":49431290085447,"sku":null,"price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/WillsVsTrusts_112046853_1.jpg?v=1791303066","url":"https:\/\/wcstore.wealthcounsel.com\/products\/streamlining-estate-settlement-of-tangible-assets-practical-lessons-and-the-role-of-ai-in-modern-practice","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}