Intelligent Trust — TrustEase's estate planning platform — drafts wills, trusts, powers of attorney, and healthcare directives from client data, routes them through a paralegal-to-attorney review pipeline, and delivers them in a secure client portal.
Purpose-built capabilities — not a generic tool bent out of shape.
Wills, revocable trusts, powers of attorney, and healthcare directives auto-populated from client intake data — 8+ ready-to-use estate document templates.
Every document moves through a tracked review queue — intake, drafting, paralegal review, attorney approval, execution — with a full audit trail.
Clients complete intake, review documents, sign retainers, and receive executed plans in one secure portal.
Retainer agreements, invoicing, and billed-to-date tracking built into the matter workflow.
Client records stay aligned with your CRM, and advisors get real-time visibility into matter status.
Clear estate-plan summaries with diagrams for client reviews and advisor coordination.
A 30-minute walkthrough with a specialist — or create a free account and explore at your own pace.
Answers for estate planning · intelligent trust teams evaluating TrustEase.
Intelligent Trust is TrustEase's AI-assisted estate planning platform for estate planning teams, attorneys, paralegals, and wealth advisors. It automates document drafting from client data and manages the full workflow from intake to execution.
Wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and more — 8+ estate document templates auto-filled from structured client data, always subject to attorney review.
No. It removes the re-typing, not the judgment. Every document flows through a tracked paralegal-to-attorney review pipeline before execution, with an audit trail of every change.
Plans drafted in Intelligent Trust are executed and then administered — and TrustEase's trust management and family office platform picks up from there, so families stay on one connected ecosystem.
30-min personalized walkthrough with our trust specialists
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