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Index/AI & Data/Lead With AI
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Most People Never Make a Will. This AI Makes Yours a Gift to Your Family. (with David Rosati)

Lead With AI · 2026-06-23 · 27 min

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Episode notes

You know you need a will. You have also found a dozen reasons not to deal with it, which is why seven in ten adults have none. The cost does not land on you. It lands on the people you love, left to untangle frozen accounts and fight over what you never wrote down. Succession Wills was built to end that standoff. It puts an AI in the chair a lawyer would normally sit in, asking the questions you did not know to ask until your will is done. And this is the part where the free AI will tools get wrong. The AI never writes the document. A deterministic engine that David Rosati, a practicing lawyer, approved line by line does that, so nothing in your will is guessed or hallucinated. In this episode of Lead with AI, Dr. Tamara Nall speaks with David Rosati, Co-Founder & CEO of Succession Wills, about why most estates are simpler than the price of a lawyer suggests, how a toggle lets you switch between a form and a real conversation, why he refused to let AI near the legal drafting, and where Succession Wills goes after the will is signed. Want to see it?

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