According to a recent LinkedIn post from Trust & Will, the company is highlighting a new capability in its Trust & Will for Advisors platform that uses artificial intelligence to create a meta summary of clients’ estate-planning documents. The feature is described as generating a unified narrative summary, consolidated data table, and a downloadable PDF from multiple uploaded files, aimed at reducing manual document review for advisors.
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The post suggests this enhancement is immediately available through the Advisor Portal, with advisors encouraged to create a free account or log in to access the tool. For investors, this development may signal continued product innovation targeted at financial advisors, which could strengthen user engagement, support client acquisition in the advisor channel, and potentially improve Trust & Will’s position in the digital estate-planning and wealth-management technology ecosystem.