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Trust & Will Launches an Innovative Platform for Estate Planning Attorneys

Trust & Will, a pioneer in the realm of online estate planning, has made a significant advancement in the legal field with the introduction of its new AI-powered platform, specifically designed for attorneys engaged in estate planning. This platform, aptly named Trust & Will for Attorneys, emerges as a solution aimed at enhancing the experience of both clients and attorneys by facilitating more proactive engagement in estate management.

In today's fast-paced legal environment, where client needs are becoming increasingly complex, traditional tools often fall short, limiting attorneys to reactive measures and standard document creation. Recognizing this gap, Trust & Will has crafted a platform tailored to foster long-term relationships between attorneys and their clients, while also streamlining workflows. The foundation of this platform lies in its intelligent document management capabilities, which allow estate planning professionals to upload critical documents effortlessly, backed by automated text extraction that enhances document organization and accessibility.

Key Features of Trust & Will for Attorneys

1. Intelligent Document Management
Attorneys can now drag and drop estate-related documents such as wills and healthcare directives, benefitting from automatic extraction and classification features that categorize essential items quickly and efficiently.

2. AI-Powered Estate Plan Analysis
The platform automates the extraction of vital information from estate plans, including beneficiaries and trustees, which helps attorneys create structured summaries for easy review and sharing. This ensures that all key elements are readily available at their fingertips, allowing for seamless updates and communications with clients.

3. Attorney Assistant AI Chat
Enhancing the user experience even further, the built-in AI assistant empowers attorneys to conduct natural language searches for clients, documents, and estate plans. This instantaneous access to information fosters faster responses to client inquiries and provides contextual insights.

4. Client Management Dashboard
The centralized dashboard provides a comprehensive view of clients, including their estate plan statuses. Features like signature tracking and indicators for documents that require updates enable attorneys to maintain a proactive approach, prompting timely client outreach when necessary.

5. Proactive Life Event Monitoring
The platform intelligently detects significant life events—such as marriages or divorces—and prompts attorneys to reconnect with clients to review and adjust their estate plans accordingly. This proactive engagement is essential in maintaining robust attorney-client relationships as clients navigate key life changes.

The Vision Behind the Platform

Cody Barbo, the Co-Founder and CEO of Trust & Will, shares his insights on the motivation behind the new platform: "Estate planning attorneys are managing increasingly complex client needs with tools that were never designed for long-term engagement. We built the Attorney Platform to help attorneys move from reactive work to proactive relationships." This sentiment encapsulates the platform's aim to equip attorneys with the necessary tools to not only handle current cases but also cultivate enduring professional relationships that adapt alongside their clients’ evolving circumstances.

With the estate planning legal market largely comprised of solo practitioners and small firms, the need for systems that can manage numerous plans efficiently has never been more crucial. Trust & Will for Attorneys is breaking down the barriers of traditional legal software, offering a cost-effective and user-friendly solution enriched with features that support the personalization of services for clients.

Future Developments

Currently, the platform is offered free of charge with plans for introducing additional features and pricing tiers in the near future. Trust & Will aims to develop this product further in collaboration with attorneys, ensuring that it grows in alignment with their needs and the demands of the market.

In a landscape where effective estate planning is often overshadowed by complexity, Trust & Will's innovative approach is set to redefine how attorneys operate within this space, reinforcing the importance of strategic planning and ongoing client engagement. For attorneys interested in harnessing the power of this new platform, more information can be found on Trust & Will's official site.

About Trust & Will

Founded in 2017, Trust & Will has swiftly risen to prominence as the leading digital estate planning platform in the United States, earning the trust of over a million individuals and families. Their commitment to making estate planning accessible and inclusive is evident in their innovative offerings, which ensure that every family has the tools needed to leave a meaningful legacy. As a certified B Corporation, Trust & Will is dedicated to integrating social impact into its business model, striving to improve the landscape of estate planning for all.

With groundbreaking features like EstateOS™, the platform allows for connected estate plans designed for families, reinforcing Trust & Will’s position at the forefront of the estate planning industry while enhancing the wealth of knowledge among professionals and clients alike.

For lawyers seeking to simplify their practices and improve relationships with clients, the launch of Trust & Will for Attorneys marks a pivotal development in estate planning.