Trust & Will for Attorneys is an AI-enabled estate planning platform running on EstateOS that helps law firms manage clients, monitor life events, and analyze documents to keep estate plans current. Read our new TechnoLawyer Buyer's Guide report below.
The Killer Feature
Estate plans go stale because clients don't always inform you about changes in their lives. When a child turns 18, beneficiary designations, guardianship decisions, and trust provisions may need attention. When a spouse dies, the entire plan may require immediate review.
Trust & Will for Attorneys addresses this gap with Proactive Life Event Monitoring — automated detection of significant life events tied to the client record. Instead of waiting for clients to self-report or discovering the change at an inopportune time, Trust & Will for Attorneys notifies you about key birthdays and also monitors public records for deaths, divorces, marriages, and other significant events. These notifications create opportunities for your firm while also improving client satisfaction.
Other Notable Features
As a purpose-built practice management platform running on what the company behind it calls EstateOS, Trust & Will for Attorneys has tools specifically designed for estate planning practices.
The dashboard provides a centralized view of all activity, including notifications about life events, signature tracking, and other items that require your attention. Drilling down into a client file lets you know where a plan stands, what has been signed, unresolved issues, and your next action. Secure, timestamped client notes preserve intent, decisions, and next steps across years of client conversations.
For new clients with an existing estate plan, the Intelligent Document Management technology supports drag-and-drop upload of wills, trusts, POAs, healthcare directives, deeds, etc. with AI-powered classification and text extraction to reduce manual sorting and data entry. The platform also uses AI to extract key estate plan details and produce structured estate plan summaries. This gets you up to speed quickly so that you can propose changes.
Trust & Will for Attorneys can help you find new clients thanks to Trust & Will, a do-it-yourself consumer platform from the same company. When estate planning needs go beyond the capabilities of the DIY tool, the company refers these people to lawyers who use Trust & Will for Attorneys.
Trust & Will for Attorneys taps into public records, enabling you to stay abreast of key events in the lives of your clients and suggest updates to their estate plan.
Meet Neil J. Squillante
Neil J. Squillante founded TopLaw and serves as its publisher. As a young litigator working on a high-profile trial, Neil witnessed the discrepancy between what happened in the courtroom and what the media reported. Neil created TopLaw to provide fellow lawyers and law firm personnel with reliable information. Many consider TopLaw newsletters the only ones they need. Previously, Neil practiced commercial litigation at Am Law 100 firm Willkie Farr & Gallagher. He received his J.D. from UCLA School of Law and his B.A. from Duke University. At UCLA, Neil served as a Managing Editor of UCLA Law Review.
