Turn Stacks of Paper into Strategic Insight with Document Extraction

Streamline Intake, Surface What Matters

Estate planning attorneys are no strangers to paper-heavy workflows. Whether it’s a binder of legal documents or a scanned batch of PDFs, getting clarity on a client’s existing estate plan can require hours of manual review. Parsing dense language, identifying missing pieces, and understanding how one document relates to another is time-consuming and often inefficient.

That’s why Trust & Will built AI-powered document extraction into the Attorney Platform. This feature enables attorneys to upload estate planning documents and receive structured, actionable data within minutes. The result is faster client intake, improved visibility, and a more strategic approach to planning.

What Is Document Extraction?

Document extraction uses artificial intelligence to scan and summarize key information from estate planning documents. Whether a client brings in a will, trust, power of attorney, or healthcare directive, the system identifies and extracts core details like:

• Document type

• Roles such as trustee, executor, or agent

• Relevant dates and signature data

• Missing or outdated components

Attorneys can upload documents in common formats including PDF, JPEG, or PNG. Once uploaded, the platform displays a structured summary of the document's contents, eliminating the need for manual review.

How Attorneys Benefit from Document Extraction

Attorneys can use document extraction to:

Accelerate Client Review

Gain clarity on a client’s existing estate plan without reading through dozens of pages. The platform highlights what matters most, so you can quickly identify areas that need updating or clarification.

Improve Intake for New Clients

Use document extraction as part of your onboarding process. Even if the client hasn’t completed other intake steps, you can begin reviewing their documents and preparing recommendations.

Support Ongoing Plan Maintenance

Many clients have outdated documents or incomplete planning. By extracting structured data, attorneys can identify inconsistencies or gaps that need to be addressed and proactively recommend next steps.

Built for Estate Planning Professionals

Trust & Will’s document extraction tool is part of a broader effort to help attorneys work more efficiently without sacrificing precision. Key features include:

• Drag-and-Drop Upload: Upload files directly to the client profile in seconds

• Structured Output: See extracted roles, dates, and other key elements in a clean, editable format

• AI-Powered Summaries: Quickly understand the purpose and contents of each document

• Secure by Design: Extracted data is not used to train external models, and attorneys are shown a one-time consent prompt before first use

This tool is especially valuable for attorneys managing a high volume of clients, where time savings and visibility are essential to delivering high-quality service.

Build a More Efficient, Scalable Practice

With document extraction, estate planning attorneys can shift from reactive analysis to proactive strategy. Instead of spending valuable hours reviewing documents line by line, attorneys can focus on advising, updating, and maintaining client plans.

Trust & Will for Attorneys brings together AI-powered tools like document extraction, life event monitoring, and client plan summaries to support a more modern, insight-driven practice.

👉 Join the platform free and start turning paperwork into progress.