Artificial Intelligence is reshaping how fiduciaries communicate, make decisions, manage assets, and serve clients but it also introduces new ethical, legal, and operational risks. In this session, Alexandria Goff, Esq. breaks down what every fiduciary needs to understand about using AI responsibly in daily practice. We’ll explore where AI shows up in real-world fiduciary tasks, how to safeguard client information, what to include in your contracts and policies, how to avoid common pitfalls, and what California fiduciaries should consider as regulations evolve. Attendees will leave with a clear framework for evaluating AI tools, protecting themselves and their clients, and confidently integrating technology in a way that supports – not replaces – human judgment.
E3 – When Tech Meets Trust: AI & Ethical Duties for Fiduciaries
Speakers
Alexandria Goff
Alexandria Goff Legal P.C.
Alexandria, also known as “Ali” is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come.
She is a frequent presenter for organizations located in California, the Professional Fiduciary Association of California, the Probate Section of the Placer County Bar and the National Business Institute. Ali is also is a certified performance coach, helping women leaders and business owners with their personal and professional endeavors and goals.