Trust & Will, the undisputed leader in online estate planning, has just unleashed Trust & Will for Attorneys – an AI-powered command center set to shatter the archaic, transactional model of law. This isn’t just another software; it’s a new operating system for legal practice.
This platform is engineered to transform attorneys from one-time document drafters into indispensable, lifelong advisors. By fusing intelligent document analysis, automated data extraction, and proactive life-event monitoring into a single, formidable tool, it gives attorneys the power to anticipate their clients’ needs before they even arise.
“Estate planning attorneys are managing increasingly complex client needs with tools that were never designed for long-term engagement,” said Cody Barbo, Co-Founder and CEO of Trust & Will. “We built the Attorney Platform to help attorneys move from reactive work to proactive relationships. When attorneys have better visibility into their clients’ plans and life changes, they can deliver more timely guidance and build practices that grow alongside the families they serve.”
Here’s why this launch is so significant:
1. It Obliterates the Broken Business Model.
The traditional estate planning model is fatally flawed: an attorney charges a one-time fee to create documents and then hopes the client remembers to call them back in a decade. Trust & Will for Attorneys demolishes this. By actively monitoring life events and surfacing new needs, it transforms a one-off transaction into a continuous, high-value relationship. It creates recurring revenue opportunities and makes the attorney a permanent fixture in the client’s financial life.
2. It Weaponizes Data for the “Little Guy.”
The market is dominated by solo and small-firm attorneys who lack the resources of massive corporate law firms. This platform is a force multiplier. It gives them the power of a dedicated data science team, an AI analyst, and a client relationship manager, all in one package. It levels the playing field, allowing smaller, agile firms to offer a level of proactive service that was previously unthinkable, enabling them to compete and win against giants.
3. It Elevates the Attorney from Technician to Strategist.
Drafting legal documents is a technical skill that is increasingly being commoditized. True value lies in strategic counsel. This AI engine handles the tedious work of monitoring and data extraction, freeing up the attorney to do what they do best: provide high-level, critical advice. They are no longer just selling a document; they are selling foresight, security, and a strategic partnership.