Save Time, Add Value: Introducing Document Extraction for Premium Advisors

Turn Stacks of Paper into Strategic Insight through Document Extraction 

Advisors know the drill: a new client shows up with a dusty binder of old estate planning documents—or, if you’re lucky, a disorganized folder of PDF documents. You want to help, but combing through dozens of pages to figure out “what’s what” isn’t exactly the best use of your time.

That’s where our AI-powered document extraction comes in. We built this feature to help you move faster, impress clients more easily, and stay one step ahead with AI. Upload any estate planning document, whether your client is active or still in the “Invited” status, and you’ll receive a concise, easy-to-read summary of the key details. 

No more sifting, just insights.

At Trust & Will, we’re committed to helping advisors deliver real value to their clients, without spending hours decoding legal documents. With our document extraction feature, you can:

• Accelerate your review process: Upload a document and, within minutes, get a breakdown of your client’s key estate planning elements.

• Impress clients: Gain quick clarity on their existing plan and use it as a launchpad for meaningful conversations about what needs updating.

• Work smarter with AI: This is our first AI-powered feature, designed to cut through the clutter and highlight what matters.

What is Document Extraction? 

Our document extraction feature is an AI-powered tool that reads and summarizes the key details from your clients’ existing estate planning documents—so you don’t have to, saving you valuable time. 

Whether it’s a will, trust, or power of attorney, just upload the file (PDF, JPEG, or PNG) and within minutes, you’ll see a structured summary of the important information—like the type of document, key roles (e.g. executors or trustees), and relevant dates.

It works for all clients, even those who haven’t completed onboarding yet, and helps you:

• Understand what your client already has in place

• Identify outdated or missing components

• Lay the groundwork for updating or rebuilding their plan

Instead of spending time parsing dense legal language, you get the clarity you need to advise quickly and confidently. Plus, because it’s integrated directly into your Trust & Will advisor portal, it fits seamlessly into your workflow.

Key Features of Document Extraction 

Available for All Clients: Use with any client, including those still in the “Invited” stage.

Simple Upload: Drag and drop PDFs, JPEGs, or PNGs directly into the client profile.

Structured Output: View extracted details—like roles, dates, and document types—in a clean, editable table.

AI-Powered Summaries: Instantly generate a structured summary of key estate planning data.

Secure by Design: Extracted data is never used to train external AI models; advisors see a one-time consent screen on first use.

If you're ready to turn client chaos into clarity, our document extraction feature is here to help. Upload a file. Get the facts. Advise with confidence.

Available exclusively to Premium Advisors.

Schedule a demo to learn more—or upgrade to Premium to start extracting and analyzing client documents today.