3 Smart Ways to Use AI to Grow Your Estate Planning Practice

AI isn’t here to take your job — it’s here to help you run your firm smarter, faster, and with less stress. Think of it as that super-organized assistant who never sleeps, helping you attract better clients, work more efficiently, and maybe even get recommended by tools like ChatGPT.

Here are three ways to start using it right now for a smoother, more profitable practice.

1. Make Client Intake Effortless

In estate planning, the details matter — and the more complete the information you have before the consult, the more valuable that meeting will be.

A smart, AI-powered intake system:

• Guides clients through a friendly, step-by-step questionnaire they can do anytime.
  
  
• Flags missing info instantly so you’re not chasing them for weeks.
  
  
• Summarizes everything neatly so you’re fully prepped before you meet.
  
  

Pro Tip: Add prompts beyond “What assets do you have?” — ask about personal priorities, heirlooms, and family dynamics to uncover deeper planning needs and build trust before you even meet.

2. Keep Marketing & Education Consistent

Most people aren’t thinking about estate planning until they have to — so staying visible is key. AI makes it easy to create helpful content without stealing time from client work.

Use it to:

• Draft blogs answering common client questions.
  
  
• Turn complex concepts into simple, shareable social posts.
  
  
• Create email newsletters that position you as the go-to resource.
  
  

Pro Tip: Batch a quarter’s worth of content in one afternoon, schedule it out, and let it work for you while you focus on your cases.

3. Get Found by AI the Same Way You Get Found by People

Referrals now come from both humans and machines. When someone asks ChatGPT, “Who’s the best estate planning attorney in [city]?”, it looks for your digital trust footprint — proof you’re credible and worth recommending.

That means:

• Writing your own blogs and crediting yourself.
  
  
• Having a unique website with original copy.
  
  
• Building your own EEAT (expertise, experience, authoritativeness, trustworthiness).
  
  

Pro Tip: Boost your digital trust footprint by optimizing your Google Business Profile and LinkedIn. Complete every section, use keyword-rich descriptions, upload photos, post updates, and collect reviews so both people and AI see you as active, credible, and recommendable.

Join 2HLL

At 2HLL, we help lawyers ditch the litigation grind and build an estate planning practice that’s efficient, profitable, and 100% yours. In our signature course, you’ll learn how to attract great clients, work from anywhere, and run a firm you actually enjoy — all while earning $2K–$6K per client and delivering 5-star service. Our fall cohort kicks off 9/15, and spots go fast — book your call today.

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About the Author

Laura Cowan, Esq., CPA

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Laura Cowan is a licensed estate planning attorney, former Certified Public Accountant,

and the author of the Amazon international bestselling book Lifestyle Lawyer Revolution.

With over 20 years of experience, she helps families and lawyers build legally sound,

values-driven legacies.

She is the founder of The Law Office of Laura Cowan, Esq. and creator of the 2-Hour

Lifestyle Lawyer® program, which has trained over 600 attorneys nationwide to build

modern, ethical, and sustainable estate planning practices.

Laura earned her J.D. from the University of Minnesota Law School and holds a B.S. in

Accounting from Iowa State University. She is admitted to practice in both New York and

Minnesota and is known for her straightforward, integrity-first approach to both legal work

and lawyer education. Her dual background as an attorney and CPA allows her to deliver

clarity, strategy, and peace of mind—whether she’s guiding a family through estate

planning or helping a lawyer build an AI-proof firm.

Her insights have been featured in more than 20 national media outlets including Forbes,

Oprah Daily, Realtor.com, U.S. News & World Report, Yahoo Finance, and

GoBankingRates. She is widely recognized as a national voice in ethical entrepreneurship

and estate planning innovation.

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To learn more, visit:

www.LauraECowanLaw.com – for client services

www.2HourLifestyleLawyer.com – for lawyer training and resources

www.LifestyleLawyerRevolution.com – for Laura's book

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