008: The Truth About AI, Probate, and Do-It-Yourself Wills in California with Shanda Beach episode artwork

EPISODE · Feb 4, 2026 · 21 MIN

008: The Truth About AI, Probate, and Do-It-Yourself Wills in California with Shanda Beach

from Legacy Protected: Navigating Estate Planning and Probate in Southern California · host R. DeDe Soto

Artificial intelligence is everywhere right now, but how much can you really trust it when legal decisions are on the line? In this episode of Legacy Protected, host DeDe Soto sits down with attorney Shanda Beach of Beach Law Group to unpack the real-world pros and pitfalls of using AI in probate, estate planning, and legal practice. Together, they explore how AI can save time and money when used correctly—and how it can create serious problems when relied on blindly. Shanda shares firsthand examples from litigation and probate matters, explaining why AI "hallucinations," do-it-yourself legal tools, and generic contracts often lead to costly disputes. The conversation highlights why experience, judgment, and proper legal guidance still matter. If you're considering AI tools or DIY documents for important legal decisions, this episode offers a clear reality check—and practical advice to protect yourself and your legacy. In this episode, you will hear: How AI is currently being used in probate and legal practices The risk of AI hallucinations in legal documents and court filings Why do-it-yourself wills and trusts often fail when challenged Real probate and litigation examples caused by DIY legal mistakes The importance of legal judgment, experience, and verification Common contract and signing errors that create personal liability Resources from this Episode https://www.thesotolawgroup.com/contact-us-newport-beach-lawyers Phone: 949-629-4569 Address: The Soto Law Group 4041 MacArthur Boulevard, Suite #200 Newport Beach, CA 92660 Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

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This episode was published on February 4, 2026.

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