Understanding the Unauthorized Practice of Law in Estate Planning: What It Is, How to Navigate it, and the Role of Technology

AI can make some tasks less cumbersome, but planners must honor the standards of professional conduct
By
David Haughton, J.D., CPWA

Journal of Financial Planning: April 2025

 

David Haughton, J.D., CPWA, is senior corporate counsel at wealth.com, a next-gen estate planning platform. 

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Journal: April 2025

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