David Nelson Speaks to AI’s Role in Estate Planning

March 25, 2025 – David Nelson, a tax manager in estate planning at Aprio, shared insights with Accounting Today in an article published on March 21, 2025, on the evolving role of AI in estate planning. While AI enhances research and analysis, David emphasized that estate planning remains deeply personal, requiring human judgment and empathy.

“At the end of the day, you’re sitting down with someone to talk about their mortality. There’s intrinsic value in human interaction for discussions like that,” David said. 

He highlighted AI’s usefulness in synthesizing tax implications and analyzing complex documents but noted that nothing matches the depth of professional analysis needed for comprehensive estate planning.

Read the full article, visit Accounting Today.