AI-Powered Estate Management Assistant

What the agent does:

- Automate estate and succession case handling for financial institutions

- Collect, analyze, and verify estate-related documents

- Summarize case status for advisors in clear, structured form

- Answer advisor questions using approved legal and regulatory sources

- Flag compliance obligations and statutory deadlines

- Calculate or support tax-related assessments via scripts and rules

- Generate actionable advisor recommendations

- Send alerts to beneficiaries and executors

- Reduce operational risk while improving client service quality

Inputs:

- Estate and succession case data

- Client and beneficiary KYC information

- Uploaded documents (wills, death certificates, contracts, statements)

- Internal knowledge base via RAG

- External regulatory and legal sources via web search

- Structured tables and calculation scripts (e.g. tax logic)

Outputs:

- Case status summaries for advisors

- Answers to advisor questions with source-backed reasoning

- Compliance deadline alerts and risk flags

- Advisor recommendations and next-step guidance

- Notifications sent to beneficiaries and executors

- Advisor dashboard with alerts, insights, and recommendations