Meet Your AI Estate Planning Assistant for Attorneys

AI Support Built for Estate Planning Attorneys

The pace of legal work doesn’t always match the pace of information. Whether you're looking for a summary of a client’s uploaded documents or need to confirm who is named as a trustee, getting answers quickly is critical to working efficiently and delivering excellent service.

That’s where the AI Estate Planning Assistant comes in. This built-in feature of the Trust & Will for Attorneys platform acts like a virtual assistant—available from any page of your dashboard to surface key client insights, answer estate planning questions, and help you stay in flow.

What Is the AI Assistant?

The AI Assistant is an integrated chat feature that allows attorneys to ask questions across client data, uploaded documents, estate plan summaries, and platform functionality.

Whether you're onboarding a new client or preparing for a review meeting, the Assistant helps you move faster and access what you need without switching tools.

Use the Assistant to:

• Pull data from existing documents

• Clarify estate planning terms or roles

• Summarize client plans

• Locate information about uploaded wills, trusts, or powers of attorney

• Access platform support and product information

The conversation stays open across the platform, so attorneys can keep helpful responses available as they move between client profiles and dashboard pages.

Key Features for Attorneys

Client Plan Summaries

Ask the Assistant to summarize a client's estate plan, including roles such as executors, trustees, agents, and guardians. Quickly access beneficiary details or confirm if final arrangement preferences are on file.

Uploaded Document Support

The Assistant can extract data from uploaded documents and respond to specific questions. For example, attorneys can ask who is named in a trust or when a document was last signed.

Always-On Product Support

Need to know how to upload a document, manage a client’s status, or navigate the portal? Ask the Assistant and receive answers instantly—no need to leave your workflow.

Estate Planning Knowledge

Use the Assistant to refresh on legal definitions, compare document types, or explore questions about estate planning structures and strategies. All without disrupting your focus.

Secure and Private

All conversations remain private and secure. The AI Assistant is designed to meet attorney privacy expectations, and data is never shared with public models or used to train external systems.

Example Questions Attorneys Can Ask

• What roles are named in this client’s estate plan?

• Who is the trustee for the uploaded revocable trust?

• What are the healthcare directive instructions for this client?

• Has this plan been updated since 2022?

• How do I archive a client in the dashboard?

• What is the difference between a living will and an advance directive?

The Assistant is designed to respond naturally and accurately, helping attorneys get clear answers on estate planning tasks and client management questions in real time.

Work Smarter with the Attorney Assistant

The AI Assistant is part of a broader suite of smart tools within Trust & Will for Attorneys, all designed to simplify how you manage estate plans, support client relationships, and run your practice.

👉 Explore the platform to see how the AI Assistant and other intelligent features can help you stay efficient, informed, and in control.