Trust & Will invites you to their event
About this event
Join us for a live product demo of Trust & Will’s two latest features built specifically for advisors: Doc Extraction and the AI Assistant.
These tools mark a major shift in how the platform works. Advisors can now add clients, explore estate plans, and use AI-powered guidance all before making a referral. That means more confidence, smoother workflows, and more value for both you and your clients.
What you'll see in the demo:
• How to upload a client’s estate plan and instantly surface key insights using Doc Extraction
• How the AI Assistant generates tailored prompts to guide more meaningful conversations
• Why this launch represents a deeper investment in advisor success
• Ways to use these tools before, during, and after a client referral
This is more than a feature update, it’s a new way to deliver estate planning in a modern, intuitive workflow. Whether you're a long-time user or exploring for the first time, this demo will help you see what’s possible.
Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.
