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
Time comparison
Traditional way
8-12 hours
With V7 Go agents
45-60 minutes
Average time saved
90%
Why V7 Go
Analyzes all estate planning documents
To map assets to optimal strategies and structures.


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
Connect AI to your estate planning expertise.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
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.
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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.
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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.
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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.
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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.
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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.
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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.













