Trust & Will Launches AI Attorney Platform to Deepen Professional Channel and Recurring Revenue Potential

New updates have been reported about Trust & Will.

Trust & Will has launched “Trust & Will for Attorneys,” an AI-driven platform aimed at estate planning lawyers, marking a strategic expansion from direct-to-consumer estate planning into a deeper professional SaaS-style offering. Built on the company’s EstateOS™ infrastructure, the new platform centralizes document ingestion, automated data extraction, and ongoing client monitoring to help attorneys move from one-off document preparation toward recurring, relationship-based advisory work. Core capabilities include intelligent document management for wills, trusts, powers of attorney, and other core estate instruments; AI-based extraction and summarization of key plan terms; and a natural-language Attorney Assistant AI that allows lawyers to search across client documents and plans for instant, contextual answers. A unified client management dashboard highlights plan status, signature completion, update indicators, and a secure notes system, while proactive life event monitoring flags events like death, marriage, and divorce so attorneys can initiate timely plan reviews and outreach.

For Trust & Will, the launch opens a new growth vector into a fragmented attorney market dominated by solo and small-firm practitioners who often lack specialized, scalable systems for managing hundreds of legacy plans. The company is initially offering the platform free of charge, with tiered pricing and additional features planned, indicating a likely move toward a SaaS or usage-based monetization model once adoption is established. This product complements Trust & Will’s existing footprint — over one million users, more than $200 billion in self-reported estate assets, and relationships with 20,000+ financial advisors and 200+ enterprise partners — and strengthens its positioning as infrastructure for modern estate planning rather than a pure consumer document provider. By embedding AI-enabled workflows into attorneys’ daily operations, Trust & Will is seeking to deepen professional integration, increase switching costs, and capture more of the long-term value in multi-generational estate relationships, while reinforcing its role as a strategic enabler of financial wellness and legacy planning across the advisory ecosystem.