In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of “Will Power,” an automation bot designed to streamline the drafting process from preparation of documents to task tracking and data collection. An example of robotic process automation, this innovative tool significantly reduces overall time spent on redundant and highly manual tasks, integrating seamlessly with existing systems to enhance workflow efficiency. From development through to implementation, the focus was always to enhance accuracy, minimize errors, and deliver faster, more predictable results to clients. In pursuit of these objectives, Dan and Michael also explore emerging technologies and innovative solutions to further elevate the practice of Private Client Services.

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Photo of Michael T. Clear Michael T. Clear

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate…

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning. Yet he is also a trained counselor with insight into the family dynamics these matters can effect. Known for his empathy and good humor, he helps clients take prudent action in the face of indecision, hopefully resolving contested issues before litigation. He is also a member of wiggin(x).

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Photo of Daniel M. Maloney Daniel M. Maloney

As a Senior Practice Manager at Wiggin and Dana LLP, Dan’s main responsibility is to de-lawyer administrative tasks within the Private Client Services Department, thereby increasing efficiency and boosting productivity. Based out of the firm’s NYC office, Dan works closely with attorneys…

As a Senior Practice Manager at Wiggin and Dana LLP, Dan’s main responsibility is to de-lawyer administrative tasks within the Private Client Services Department, thereby increasing efficiency and boosting productivity. Based out of the firm’s NYC office, Dan works closely with attorneys and key administrative teams across the firm to ensure the delivery of exceptional client services. His responsibilities include recommending process improvements to enhance efficiencies, managing the department’s work allocation and career development, and ensuring overall client satisfaction.

With a background in estate planning and probate administration, Dan brings profound expertise to the department’s practices, clients, and capabilities. Additionally, Dan collaborates with the Marketing team to identify new business opportunities, creating compelling content that drives the department’s business development initiatives. His strategic oversight and dedication are integral to advancing the department’s goals and maintaining the highest standards of client service.

Dan is also a Co-Chair of the firm’s DRIVE Pride ERG and an active member in other diversity, equity, and inclusion (DEI) activities at the firm.

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