A Smarter Way to Review Estate Plans: AI-Generated Summaries Now Available for Uploaded Client Documents

Reviewing a client's estate plan used to mean opening five different PDFs, taking notes across all of them, and hoping you caught every inconsistency before the meeting started. Our latest update changes that.

You can now access an AI-generated estate plan summary that automatically synthesizes every uploaded document into one complete, advisor-ready overview. No more jumping between PDFs. No more piecing things together manually. Just clear, accurate insight in minutes, and a downloadable PDF to share with your clients.

This enhanced summary experience builds on Trust & Will's existing estate review tools. The system now interprets multiple files at once and returns a cohesive summary written in clear, client-friendly language.

Key Features of the AI-Generated Summary

AI-Generated, Paragraph-Style Summary

The system reads across all uploaded documents, from a Revocable Living Trust to an Advance Healthcare Directive to deliver a narrative explanation of the entire estate plan. It outlines roles, distributions, directives, and more in accessible prose that's easy to share with clients.

Source Attribution

Every detail is linked back to the originating document, providing full transparency and compliance clarity. Useful when a client asks where a specific provision came from.

Consolidated Data Tables

Data is aggregated across all uploaded documents, giving you a unified view of your client's estate in one place. Spot gaps and inconsistencies without cross-referencing documents manually, the kind of gaps that, when you catch them first, strengthen your credibility with clients.

Shareable Summaries for Clients

This update doesn't just streamline your workflow. It enhances the client experience too.

Clear, Structured Overview

Each summary presents the client's information in a clean, organized format, making it easy for both advisor and client to review their current estate plan details together and identify any updates they may want to discuss.

Downloadable, Professional PDF

Export a polished, client-ready PDF for use in meetings or follow-ups. Ready to share without any extra formatting on your end.

Email Delivery to Clients

Send the summary directly from your Advisor Portal with built-in, transparent client messaging.

Why It Matters for Your Practice

If you've ever spent more time reading documents than talking to clients, this was built for you. This new capability empowers you to review entire estate plans in minutes, quickly spot gaps or inconsistencies, strengthen client conversations with clear digestible insights, and deliver professional summaries that demonstrate your value, without the manual work.

Now Available in Your Advisor Portal

Simply upload your client's documents and let your Advisor Portal handle the rest. Estate planning can be complicated. Reviewing it shouldn't be.

Existing Trust & Will advisors: Log in to your Advisor Portal and try it today.

New to Trust & Will? Create your free advisor account and explore the full suite of advisor tools.