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

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See AI agent for Estate Planners in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Gradient rectangle
    Centerline logo
    Abstract graphic with black and white elements
    Abstract pattern with overlapping shapes.
    Alaris logo
    Progress bar with text at bottom percentage
    SITO logo
    Diagonal stripes on a rectangular background
    SVG logo for Reddit
    Grey and black abstract symbol
    Foobar logo
    ABL logo
    SVG logo for Google
    Bar chart with two bars of different heights
    Brotherhood Mutual logo
    Black and white abstract graphic.
    Paige logo
    Roche logo
    Logo with abstract shapes and text.
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Light gray waveform pattern on white background
    SVG logo with black letters
    Abstract pattern with blue and green colors

See AI agent for Estate Planners in action

Play video

Estate Plan Analysis - Morrison Family

  • Mercedes-Benz logo
    SMC  logo
    Gradient rectangle
    Centerline logo
    Abstract graphic with black and white elements
    Abstract pattern with overlapping shapes.
    Alaris logo
    Progress bar with text at bottom percentage
    SITO logo
    Diagonal stripes on a rectangular background
    SVG logo for Reddit
    Grey and black abstract symbol
    Foobar logo
    ABL logo
    SVG logo for Google
    Bar chart with two bars of different heights
    Brotherhood Mutual logo
    Black and white abstract graphic.
    Paige logo
    Roche logo
    Logo with abstract shapes and text.
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Light gray waveform pattern on white background
    SVG logo with black letters
    Abstract pattern with blue and green colors

See AI agent for Estate Planners in action

Play video

Time comparison

Traditional way

8-12 hours

With V7 Go agents

45-60 minutes

Average time saved

90%

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.

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.

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.

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.

Customer voices

Customer voices

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

Customer Voices

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

12

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

12

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

OpenAI, Anthropic, Gemini logos

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

OpenAI, Anthropic, Gemini logos

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

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

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

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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.

+

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.

+

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.

+

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

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:

  • Logo with abstract shapes and text.
    SITO logo
    Abstract pattern with blue and green colors
    SVG logo for Google
    Progress bar with text at bottom percentage
    Bar chart with two bars of different heights
    Gradient rectangle
    Diagonal stripes on a rectangular background
    Abstract pattern with overlapping shapes.
    SVG logo for Reddit

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Logo with abstract shapes and text.
    SITO logo
    Abstract pattern with blue and green colors
    SVG logo for Google
    Progress bar with text at bottom percentage
    Bar chart with two bars of different heights
    Gradient rectangle
    Diagonal stripes on a rectangular background
    Abstract pattern with overlapping shapes.
    SVG logo for Reddit