90% faster planning analysis
AI agent for Estate Planners
From asset inventory to optimized plan
Delegate complex estate planning analysis to a specialized AI agent. It maps client assets to optimal tax strategies, identifies appropriate trust structures, and visualizes the relationships between beneficiaries, assets, and legal entities, allowing you to focus on client counsel and plan refinement.
Ideal for
Estate Planning Attorneys
Wealth Advisors
Trust Officers
See AI agent for Estate Planners in action
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See AI agent for Estate Planners in action
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See AI agent for Estate Planners in action
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Estate Plan Analysis - Morrison Family
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Time comparison
Time comparison
Traditional way
8-12 hours
With V7 Go agents
45-60 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Asset-to-Strategy Mapping
Analyzes client asset inventories and automatically maps each asset to applicable estate tax strategies, trust structures, and gifting techniques based on current tax law and client objectives.
Automated Asset-to-Strategy Mapping
Analyzes client asset inventories and automatically maps each asset to applicable estate tax strategies, trust structures, and gifting techniques based on current tax law and client objectives.
Automated Asset-to-Strategy Mapping
Analyzes client asset inventories and automatically maps each asset to applicable estate tax strategies, trust structures, and gifting techniques based on current tax law and client objectives.
Automated Asset-to-Strategy Mapping
Analyzes client asset inventories and automatically maps each asset to applicable estate tax strategies, trust structures, and gifting techniques based on current tax law and client objectives.
Trust Structure Recommendations
Identifies optimal trust structures for specific assets by analyzing asset characteristics, beneficiary relationships, tax implications, and client goals to recommend appropriate vehicles like GRATs, QPRTs, or dynasty trusts.
Trust Structure Recommendations
Identifies optimal trust structures for specific assets by analyzing asset characteristics, beneficiary relationships, tax implications, and client goals to recommend appropriate vehicles like GRATs, QPRTs, or dynasty trusts.
Trust Structure Recommendations
Identifies optimal trust structures for specific assets by analyzing asset characteristics, beneficiary relationships, tax implications, and client goals to recommend appropriate vehicles like GRATs, QPRTs, or dynasty trusts.
Trust Structure Recommendations
Identifies optimal trust structures for specific assets by analyzing asset characteristics, beneficiary relationships, tax implications, and client goals to recommend appropriate vehicles like GRATs, QPRTs, or dynasty trusts.
Tax Strategy Optimization
Evaluates estate tax exposure across federal and state jurisdictions, identifies opportunities for generation-skipping transfer tax planning, and calculates potential tax savings from different planning scenarios.
Tax Strategy Optimization
Evaluates estate tax exposure across federal and state jurisdictions, identifies opportunities for generation-skipping transfer tax planning, and calculates potential tax savings from different planning scenarios.
Tax Strategy Optimization
Evaluates estate tax exposure across federal and state jurisdictions, identifies opportunities for generation-skipping transfer tax planning, and calculates potential tax savings from different planning scenarios.
Tax Strategy Optimization
Evaluates estate tax exposure across federal and state jurisdictions, identifies opportunities for generation-skipping transfer tax planning, and calculates potential tax savings from different planning scenarios.
Beneficiary Relationship Mapping
Creates visual maps of complex beneficiary relationships, tracks contingent interests, identifies potential conflicts, and ensures distribution plans align with client intentions across multiple generations.
Beneficiary Relationship Mapping
Creates visual maps of complex beneficiary relationships, tracks contingent interests, identifies potential conflicts, and ensures distribution plans align with client intentions across multiple generations.
Beneficiary Relationship Mapping
Creates visual maps of complex beneficiary relationships, tracks contingent interests, identifies potential conflicts, and ensures distribution plans align with client intentions across multiple generations.
Beneficiary Relationship Mapping
Creates visual maps of complex beneficiary relationships, tracks contingent interests, identifies potential conflicts, and ensures distribution plans align with client intentions across multiple generations.
Multi-Jurisdiction Analysis
Analyzes assets located across multiple states and countries, identifies applicable tax treaties, flags jurisdictional conflicts, and recommends strategies to minimize cross-border estate tax exposure.
Multi-Jurisdiction Analysis
Analyzes assets located across multiple states and countries, identifies applicable tax treaties, flags jurisdictional conflicts, and recommends strategies to minimize cross-border estate tax exposure.
Multi-Jurisdiction Analysis
Analyzes assets located across multiple states and countries, identifies applicable tax treaties, flags jurisdictional conflicts, and recommends strategies to minimize cross-border estate tax exposure.
Multi-Jurisdiction Analysis
Analyzes assets located across multiple states and countries, identifies applicable tax treaties, flags jurisdictional conflicts, and recommends strategies to minimize cross-border estate tax exposure.
Scenario Comparison
Models multiple planning scenarios side-by-side, comparing tax implications, liquidity requirements, and distribution outcomes to help clients visualize trade-offs and make informed decisions.
Scenario Comparison
Models multiple planning scenarios side-by-side, comparing tax implications, liquidity requirements, and distribution outcomes to help clients visualize trade-offs and make informed decisions.
Scenario Comparison
Models multiple planning scenarios side-by-side, comparing tax implications, liquidity requirements, and distribution outcomes to help clients visualize trade-offs and make informed decisions.
Scenario Comparison
Models multiple planning scenarios side-by-side, comparing tax implications, liquidity requirements, and distribution outcomes to help clients visualize trade-offs and make informed decisions.
Analyzes all estate planning documents
To map assets to optimal strategies and structures.
Get started
Get started
Import your files
Salesforce
,
Microsoft Sharepoint Online
,
Google Drive
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your estate planning expertise.
Connect AI to your estate planning expertise.
Turn complex asset inventories into optimized plans faster.
Turn complex asset inventories into optimized plans faster.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Estate planning documents come in countless formats. This agent handles everything from handwritten wills and scanned trust amendments to complex partnership agreements and multi-page appraisals. It extracts critical information regardless of document age, format, or quality.
Input types
50+ languages
Handwritten Wills
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Complex Tables
Financial Charts
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Estate planning documents come in countless formats. This agent handles everything from handwritten wills and scanned trust amendments to complex partnership agreements and multi-page appraisals. It extracts critical information regardless of document age, format, or quality.
Input types
50+ languages
Handwritten Wills
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Complex Tables
Financial Charts
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Estate planning documents come in countless formats. This agent handles everything from handwritten wills and scanned trust amendments to complex partnership agreements and multi-page appraisals. It extracts critical information regardless of document age, format, or quality.
Input types
50+ languages
Handwritten Wills
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Complex Tables
Financial Charts
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Estate planning demands precision. The agent uses sophisticated workflows to ensure asset values, beneficiary names, tax calculations, and trust provisions are extracted with exceptional accuracy. Every recommendation is grounded in the specific details of your client's situation.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Estate planning demands precision. The agent uses sophisticated workflows to ensure asset values, beneficiary names, tax calculations, and trust provisions are extracted with exceptional accuracy. Every recommendation is grounded in the specific details of your client's situation.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Estate planning demands precision. The agent uses sophisticated workflows to ensure asset values, beneficiary names, tax calculations, and trust provisions are extracted with exceptional accuracy. Every recommendation is grounded in the specific details of your client's situation.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Verify every recommendation with confidence. Each asset mapping, tax calculation, and trust structure suggestion is visually linked to its source in the client documents. You get a complete audit trail showing exactly where each piece of information came from.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Verify every recommendation with confidence. Each asset mapping, tax calculation, and trust structure suggestion is visually linked to its source in the client documents. You get a complete audit trail showing exactly where each piece of information came from.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Verify every recommendation with confidence. Each asset mapping, tax calculation, and trust structure suggestion is visually linked to its source in the client documents. You get a complete audit trail showing exactly where each piece of information came from.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Estate planning documents contain the most sensitive client information. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with professional responsibility rules. Client data is never used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Estate planning documents contain the most sensitive client information. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with professional responsibility rules. Client data is never used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Estate planning documents contain the most sensitive client information. V7 Go processes all documents within your secure environment, ensuring confidentiality and compliance with professional responsibility rules. Client data is never used for external purposes.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Estate Planners
How does the agent handle complex asset types like closely-held businesses?
The agent recognizes specialized asset classes including closely-held business interests, family limited partnerships, and intellectual property. It applies appropriate valuation discounts, identifies applicable tax strategies like Section 6166 installment payments, and recommends structures that preserve business continuity while minimizing estate tax.
+
How does the agent handle complex asset types like closely-held businesses?
The agent recognizes specialized asset classes including closely-held business interests, family limited partnerships, and intellectual property. It applies appropriate valuation discounts, identifies applicable tax strategies like Section 6166 installment payments, and recommends structures that preserve business continuity while minimizing estate tax.
+
How does the agent handle complex asset types like closely-held businesses?
The agent recognizes specialized asset classes including closely-held business interests, family limited partnerships, and intellectual property. It applies appropriate valuation discounts, identifies applicable tax strategies like Section 6166 installment payments, and recommends structures that preserve business continuity while minimizing estate tax.
+
Can it incorporate state-specific estate tax laws?
Yes. The agent analyzes estate tax exposure across all relevant state jurisdictions, applying state-specific exemptions, rates, and portability rules. It identifies opportunities to minimize state estate tax through domicile planning, trust situs selection, and strategic asset titling.
+
Can it incorporate state-specific estate tax laws?
Yes. The agent analyzes estate tax exposure across all relevant state jurisdictions, applying state-specific exemptions, rates, and portability rules. It identifies opportunities to minimize state estate tax through domicile planning, trust situs selection, and strategic asset titling.
+
Can it incorporate state-specific estate tax laws?
Yes. The agent analyzes estate tax exposure across all relevant state jurisdictions, applying state-specific exemptions, rates, and portability rules. It identifies opportunities to minimize state estate tax through domicile planning, trust situs selection, and strategic asset titling.
+
How does it stay current with changing tax laws?
The agent connects to your firm's Knowledge Hub, which you update with current tax law summaries, IRS guidance, and planning memos. This ensures recommendations reflect the latest legislative changes, proposed regulations, and planning techniques approved by your practice.
+
How does it stay current with changing tax laws?
The agent connects to your firm's Knowledge Hub, which you update with current tax law summaries, IRS guidance, and planning memos. This ensures recommendations reflect the latest legislative changes, proposed regulations, and planning techniques approved by your practice.
+
How does it stay current with changing tax laws?
The agent connects to your firm's Knowledge Hub, which you update with current tax law summaries, IRS guidance, and planning memos. This ensures recommendations reflect the latest legislative changes, proposed regulations, and planning techniques approved by your practice.
+
Does it consider non-tax objectives like asset protection?
Absolutely. The agent evaluates multiple planning objectives simultaneously, including creditor protection, divorce protection, special needs planning, and charitable giving goals. It identifies trust structures and planning techniques that balance tax efficiency with these non-tax priorities.
+
Does it consider non-tax objectives like asset protection?
Absolutely. The agent evaluates multiple planning objectives simultaneously, including creditor protection, divorce protection, special needs planning, and charitable giving goals. It identifies trust structures and planning techniques that balance tax efficiency with these non-tax priorities.
+
Does it consider non-tax objectives like asset protection?
Absolutely. The agent evaluates multiple planning objectives simultaneously, including creditor protection, divorce protection, special needs planning, and charitable giving goals. It identifies trust structures and planning techniques that balance tax efficiency with these non-tax priorities.
+
How does it handle blended family situations?
The agent maps complex family structures including multiple marriages, stepchildren, and adopted children. It identifies potential conflicts between current spouse provisions and children from prior marriages, recommends QTIP trusts or other structures to balance competing interests, and ensures plans reflect client intentions.
+
How does it handle blended family situations?
The agent maps complex family structures including multiple marriages, stepchildren, and adopted children. It identifies potential conflicts between current spouse provisions and children from prior marriages, recommends QTIP trusts or other structures to balance competing interests, and ensures plans reflect client intentions.
+
How does it handle blended family situations?
The agent maps complex family structures including multiple marriages, stepchildren, and adopted children. It identifies potential conflicts between current spouse provisions and children from prior marriages, recommends QTIP trusts or other structures to balance competing interests, and ensures plans reflect client intentions.
+
What format does the analysis output take?
The agent delivers a structured analysis that includes an asset inventory with recommended strategies for each item, a visual relationship map showing beneficiaries and entities, tax projections under different scenarios, and specific trust structure recommendations. All findings are cited back to source documents for verification.
+
What format does the analysis output take?
The agent delivers a structured analysis that includes an asset inventory with recommended strategies for each item, a visual relationship map showing beneficiaries and entities, tax projections under different scenarios, and specific trust structure recommendations. All findings are cited back to source documents for verification.
+
What format does the analysis output take?
The agent delivers a structured analysis that includes an asset inventory with recommended strategies for each item, a visual relationship map showing beneficiaries and entities, tax projections under different scenarios, and specific trust structure recommendations. All findings are cited back to source documents for verification.
+
Next steps
Next steps
Tired of manually mapping assets to estate planning strategies?
Send us a sample estate planning case with asset documents, and we'll show you how our AI agent can deliver a comprehensive analysis in under an hour.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: