Get fast answers about clients, estate plans, and Trust & Will—all in one easy chat feature.

Estate planning questions don’t always stick to a script. That’s why we built an AI assistant for advisors. It’s your always-on, always-helpful tool that can surface answers about your clients, their plans, and Trust & Will. You can access the simple chat interface through your advisor portal and get answers instantly.

Whether you need a quick rundown of a client’s beneficiaries, help navigating the product, or a refresher on estate planning concepts, our advisor AI assistant is designed to meet you where you are, and get you what you need, fast.

What is the Advisor AI Assistant? 

The AI assistant is a built-in chat tool that lives right on every page of your advisor portal. It acts like a virtual team member—offering instant support across client insights, product knowledge, and estate planning guidance.

With your AI assistant, you can:

• Get summaries and data points from your client roster

• Ask product questions without leaving your workflow

• Access estate planning knowledge and Trust & Will support content

• Use pre-set prompts or ask open-ended questions

Conversations persist in the chat panel until you clear them, so you can revisit helpful answers at any time.

Key Features of the AI Assistant 

Client Insights On-Demand: Ask about individual clients to get summaries, asset lists, beneficiary info, and more.

Trust & Will Product Knowledge: Get real-time help with using the advisor portal, features, and platform tools.

Estate Planning Support: Ask general or technical estate planning questions without having to step outside your workflow.

Persistent Chat Interface: Use the chat from anywhere in the product. Your conversation stays open across pages.

Private & Secure: Built to align with advisor privacy expectations—unlike public AI tools, your data stays protected.

Suggested Prompts to Try

Not sure where to start? Here are a few ways advisors are already using their AI assistants:

• “Give me a summary of John Smith’s estate plan.”

• “What assets are listed for my client Sarah Lee?”

• “Who are the beneficiaries for the retirement account in Mark Green’s plan?”

• “What are the healthcare directive preferences for Jessica Tran?”

• “Does my client have final arrangements selected?”

You can also ask questions like:

• “How do I add a new client?”

• “What’s the difference between a revocable and irrevocable trust?”

• “How should I market estate planning services to my clients?”

The AI assistant for advisors is the next step in Trust & Will’s commitment to building smart, secure tools that help you serve clients more confidently.

Available exclusively to Premium Advisors.

Schedule a demo to learn more—or upgrade to Premium to start using your own AI assistant today.