Support at Your Fingertips: Meet Your AI Estate Assistant for Advisors

Get fast answers about clients, estate and crypto plans, and Trust & Will—all in one easy chat feature.

Estate planning questions don’t always stick to a script. That’s why we built an Estate Assistant for advisors. It’s your always-on, always-helpful tool that can surface answers about your clients, their plans, and Trust & Will. You can access the simple chat interface through your Advisor Portal and get answers instantly.

Whether you need a quick rundown of a client’s beneficiaries, help navigating the product, or a refresher on estate and cryptocurrency planning concepts, our advisor Estate Assistant is designed to meet you where you are, and get you what you need, fast.

What is the Estate Assistant? 

The Estate Assistant is your AI-powered guide, acting like a virtual team member, and offering instant support across client insights, product knowledge, and estate and cryptocurrency planning guidance.

With your Estate Assistant, you can:

• Get summaries and data points from your client roster

• Ask product questions without leaving your workflow

• Access estate and cryptocurrency planning knowledge and Trust & Will support content

• Use pre-set prompts or ask open-ended questions

• Ask questions about uploaded documents

Conversations persist in the chat panel until you clear them, so you can revisit helpful answers at any time.

Key Features of the Estate Assistant 

Client Insights On-Demand: Ask about individual clients to get summaries, asset lists, beneficiary info, and more.

Trust & Will Product Knowledge: Get real-time help with using the Advisor Portal, features, and platform tools.

Estate & Cryptocurrency Planning Support: Ask general or technical estate and cryptocurrency planning questions without having to step outside your workflow.

Persistent Chat Interface: Use the chat from anywhere in the product. Your conversation stays open across pages.

Private & Secure: Built to align with advisor privacy expectations—unlike public AI tools, your data stays protected.

Assistance with Uploaded Documents: Easily extract key information and ask the Estate Assistant questions about the content—just like you would with a colleague.

Suggested Prompts to Try

Not sure where to start? Here are a few ways advisors are already using their Estate Assistants:

• “Give me a summary of John Smith’s estate and crypto plan.”

• “What assets are listed for my client Sarah Lee?”

• “Who are the beneficiaries for the retirement account in Mark Green’s plan?”

• “What are the healthcare directive preferences for Jessica Tran?”

• “Does my client have final arrangements selected?”

• "Who is the executor in Mark Green's uploaded estate and crypto plan?"

You can also ask questions like:

• “How do I add a new client?”

• “What’s the difference between a revocable and irrevocable trust?”

• “How should I market estate and cryptocurrency planning services to my clients?”

The Estate Assistant for advisors is the next step in Trust & Will’s commitment to building smart, secure tools that help you serve clients more confidently.

to learn more about Trust & Will’s Estate Assistant and our Advisor Platform.

Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.