I recently helped a client undo a costly mistake caused by using ChatGPT to create their estate plan. They followed the AI’s suggestions for property transfers—only to trigger a series of property tax issues, including reappraisals, penalties, and significant cleanup work.
Artificial intelligence tools like ChatGPT are impressive. They’re great for brainstorming ideas, drafting basic documents, and providing general insights. But when it comes to legal and financial decisions, even the most advanced technology can be dangerously inaccurate.
What seemed like a smart, time-saving solution ended up costing thousands of dollars to correct. And this client isn’t alone. Every week, I review estate plans created using AI or online services, and far too often, I find critical errors. In some cases, families don’t discover the problems until after a loved one has passed—when it’s too late to fix.
The lesson is simple: tools like ChatGPT are helpful for research, but they’re not a replacement for professional legal advice. Your trust, your assets, and your family’s future deserve the careful planning and precision that only a qualified attorney can provide.
If you want to avoid expensive mistakes and ensure your estate plan truly protects your loved ones, give me a call.
