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Client task template
A family questionnaire leaves important choices unclear
AI Estate Planning Intake Agent
Keep family details, proposed roles, backups, and unresolved wishes distinct in a client brief.
For estate planning firms
AI agents for estate planning firms
Help clients clarify family details, proposed representatives, and their wishes before drafting begins. Start with an AI agent that turns your questionnaire into an agreed client brief.
Overview
Agentplace lets estate planning firms create AI agents for client-facing intake and document work. A client opens the agent link, discusses their circumstances in their own words, and reviews a structured brief as the agent resolves ambiguities using the firm's approved explanations.
Start free with your business idea. Our AI builder can help you explore it, answer questions, and create your agent. No technical specification needed. Sign in to continue.
The experience you can offer
Help a client work through family wishes and prepare an estate-planning brief.
The agent asks for the relevant details, applies your knowledge, and presents the result on its page. A changed answer updates the work in that same session. You choose whether clients pay for the digital service or continue to a booking, your team, or a connected system.
Your knowledge makes it yours
Practice-area questions, document checklists, drafting examples, engagement terms, and authorized matter records.
Create my AI agentFind your use case
Explore the tasks you can offer.
Each link opens the full example with its client result, required knowledge, and setup. Starting points show a reusable task and need to be adapted to your business.
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Client task template
Your firm offers a defined legal document service
AI Legal Document Agent
Configure a separate document agent with the scope, source materials, and drafting rules for that service.
How to choose
Use the intake template to clarify facts and preferences. Use a document template only for the defined work your firm offers. A proposed representative or a stated wish is not an executed legal document.
Start with one result you can explain and test. Ask the builder to help define that result before adding more tasks or connections.
How it works
From your process to a client-facing AI agent.
Choose the task
Choose an example or describe the work your clients should be able to complete. Keep its scope tied to a service you can explain and test.
Add your knowledge and tools
Give the agent your questions, rules, examples, and approved materials. Connect the records or workflow needed to complete that particular task.
Test and share the link
Try a complete client session, including a changed answer and missing information. Publish the agent and share its URL when the result and configured actions work as intended.
Common questions
What do these AI agents do for estate planning firms?
Agentplace lets estate planning firms create AI agents for client-facing intake and document work. A client opens the agent link, discusses their circumstances in their own words, and reviews a structured brief as the agent resolves ambiguities using the firm's approved explanations.
How do I choose a template?
Use the intake template to clarify facts and preferences. Use a document template only for the defined work your firm offers. A proposed representative or a stated wish is not an executed legal document.
Can I keep the systems my team already uses?
Yes. Choose the template for the client task, add your business materials, and configure the tools that receive the result. Test access and data transfer before using real client records. The agent remains the client-facing experience while your connected systems continue their work.
By Vlad Yanch
Updated
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