Meet Estate Assistant: Smart, Personalized Help to Better Understand Your Plan

Estate planning can raise a lot of questions. But now, answers are just a click away.

We’re proud to introduce Estate Assistant—a powerful new feature that brings intelligence to life inside EstateOS, Trust & Will’s estate planning platform. Available to all members, the AI-powered feature offers personalized, real-time guidance to help you better understand your plan and the decisions that go into it.

Whether you’re exploring estate planning for the first time or reviewing your documents before a life change, Estate Assistant is your on-demand guide—designed to meet you where you are and support you every step of the way.

What is the Estate Assistant?

Estate Assistant is a generative AI chat tool that lives inside your member dashboard. 

It's built to help you explore estate planning topics, clarify your documents, and feel more confident in your plan—all through a simple, conversational interface.

It’s one of the most intelligent features within EstateOS, the smart operating system that powers every Trust & Will plan.

You can ask the assistant questions like:

• “What do my documents say about executor compensation?”

• “Which of my assets might go through probate?”

• “Where can I update my financial beneficiaries?”

Whether your questions are general or specific to your plan, Estate Assistant is here to help.

Estate Assistant provides personalized educational information, not legal advice. While it can help you explore estate planning concepts and understand how Trust & Will works, it is not a support tool. For any support questions or matters, our Support team is here to help.

Built With Intelligence, Designed for You

Estate Assistant is intelligent—it’s aware of your plan, using select information from your Trust & Will account to deliver answers that are tailored and relevant. This includes:

• The guardians, executors, and trustees you’ve named

• Your listed estate inventory and assets

• Account beneficiaries you've added

• Clauses and provisions in your estate planning documents

It’s also integrated with OpenAI and our Help Center, so it can reference real-time information, like changing estate laws or procedural questions. 

Like any AI-powered tool, the AI assistant can make mistakes or provide incomplete information. If you wish to obtain legal advice, Trust & Will offers legal services as an add-on to your membership, where you can get one-on-one legal advice from a vetted attorney in your state. Find out more about Attorney Support here. 

Estate Planning, Simplified: Try Estate Assistant Today

Estate Assistant is a foundational part of how EstateOS brings intelligence to your fingertips—helping you understand your plan on your terms, when and where it matters most.

You’ll find Estate Assistant in your Trust & Will dashboard. It’s always ready to chat—giving you educational support without disrupting your flow.

Log in to your Trust & Will account and start exploring with Estate Assistant. It’s your new go-to feature inside estateOS—helping you plan smarter, with confidence and ease.

Your legacy. Your way. Powered by estateOS.