90% faster authorization
AI agent for Trust Officers
From manual deed review to instant compliance
Delegate trust deed interpretation to a specialized AI agent. It reads trust instruments, analyzes beneficiary requests against distribution provisions, verifies compliance with conditions and restrictions, and delivers clear authorization decisions with complete legal citations.
Ideal for
Trust Officers
Wealth Management
Private Banking
See AI agent for Trust Officers in action
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See AI agent for Trust Officers in action
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See AI agent for Trust Officers in action
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Beneficiary Distribution Request
See AI agent for Trust Officers in action
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Time comparison
Time comparison
Traditional way
2-4 hours per request
With V7 Go agents
5-10 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Provision Analysis
Reads trust instruments to extract distribution provisions, beneficiary rights, trustee powers, and restriction clauses, creating a structured compliance framework for each trust.
Automated Provision Analysis
Reads trust instruments to extract distribution provisions, beneficiary rights, trustee powers, and restriction clauses, creating a structured compliance framework for each trust.
Automated Provision Analysis
Reads trust instruments to extract distribution provisions, beneficiary rights, trustee powers, and restriction clauses, creating a structured compliance framework for each trust.
Automated Provision Analysis
Reads trust instruments to extract distribution provisions, beneficiary rights, trustee powers, and restriction clauses, creating a structured compliance framework for each trust.
Request Compliance Verification
Compares beneficiary requests against trust provisions to verify compliance with distribution standards, age requirements, purpose restrictions, and conditional clauses.
Request Compliance Verification
Compares beneficiary requests against trust provisions to verify compliance with distribution standards, age requirements, purpose restrictions, and conditional clauses.
Request Compliance Verification
Compares beneficiary requests against trust provisions to verify compliance with distribution standards, age requirements, purpose restrictions, and conditional clauses.
Request Compliance Verification
Compares beneficiary requests against trust provisions to verify compliance with distribution standards, age requirements, purpose restrictions, and conditional clauses.
Condition Tracking
Identifies and monitors conditions precedent, such as educational milestones, marriage status, or age thresholds, ensuring distributions occur only when requirements are satisfied.
Condition Tracking
Identifies and monitors conditions precedent, such as educational milestones, marriage status, or age thresholds, ensuring distributions occur only when requirements are satisfied.
Condition Tracking
Identifies and monitors conditions precedent, such as educational milestones, marriage status, or age thresholds, ensuring distributions occur only when requirements are satisfied.
Condition Tracking
Identifies and monitors conditions precedent, such as educational milestones, marriage status, or age thresholds, ensuring distributions occur only when requirements are satisfied.
Discretionary Authority Guidance
Analyzes trustee discretion clauses to clarify the scope of authority, helping trust officers understand when they have flexibility versus when distributions are mandatory.
Discretionary Authority Guidance
Analyzes trustee discretion clauses to clarify the scope of authority, helping trust officers understand when they have flexibility versus when distributions are mandatory.
Discretionary Authority Guidance
Analyzes trustee discretion clauses to clarify the scope of authority, helping trust officers understand when they have flexibility versus when distributions are mandatory.
Discretionary Authority Guidance
Analyzes trustee discretion clauses to clarify the scope of authority, helping trust officers understand when they have flexibility versus when distributions are mandatory.
Multi-Trust Portfolio Management
Processes multiple trust deeds simultaneously, enabling trust officers to manage large portfolios efficiently while maintaining consistent interpretation standards across all instruments.
Multi-Trust Portfolio Management
Processes multiple trust deeds simultaneously, enabling trust officers to manage large portfolios efficiently while maintaining consistent interpretation standards across all instruments.
Multi-Trust Portfolio Management
Processes multiple trust deeds simultaneously, enabling trust officers to manage large portfolios efficiently while maintaining consistent interpretation standards across all instruments.
Multi-Trust Portfolio Management
Processes multiple trust deeds simultaneously, enabling trust officers to manage large portfolios efficiently while maintaining consistent interpretation standards across all instruments.
Complete Legal Citations
Links every compliance determination to the specific clause, section, and page in the trust deed, providing a defensible audit trail for regulatory review and beneficiary inquiries.
Complete Legal Citations
Links every compliance determination to the specific clause, section, and page in the trust deed, providing a defensible audit trail for regulatory review and beneficiary inquiries.
Complete Legal Citations
Links every compliance determination to the specific clause, section, and page in the trust deed, providing a defensible audit trail for regulatory review and beneficiary inquiries.
Complete Legal Citations
Links every compliance determination to the specific clause, section, and page in the trust deed, providing a defensible audit trail for regulatory review and beneficiary inquiries.
Analyzes trust instruments and requests
To deliver instant compliance verification.
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 trust administration.
Connect AI to your trust administration.
Turn complex deed interpretation into instant compliance verification.
Turn complex deed interpretation into instant compliance verification.
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.
Trust deeds vary widely in structure and complexity. This agent handles everything from simple revocable trusts to complex irrevocable instruments with multiple sub-trusts, conditional provisions, and cross-referenced schedules.
Input types
50+ languages
Legacy Documents
200 pages
Multi-modal
Document types
PDFs
Scanned Deeds
Complex Tables
Schedules
Amendments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Trust deeds vary widely in structure and complexity. This agent handles everything from simple revocable trusts to complex irrevocable instruments with multiple sub-trusts, conditional provisions, and cross-referenced schedules.
Input types
50+ languages
Legacy Documents
200 pages
Multi-modal
Document types
PDFs
Scanned Deeds
Complex Tables
Schedules
Amendments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Trust deeds vary widely in structure and complexity. This agent handles everything from simple revocable trusts to complex irrevocable instruments with multiple sub-trusts, conditional provisions, and cross-referenced schedules.
Input types
50+ languages
Legacy Documents
200 pages
Multi-modal
Document types
PDFs
Scanned Deeds
Complex Tables
Schedules
Amendments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Trust administration demands precision. The agent uses sophisticated legal reasoning to interpret provisions accurately, ensuring compliance determinations are based on the exact language and intent of the trust instrument.
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.
Trust administration demands precision. The agent uses sophisticated legal reasoning to interpret provisions accurately, ensuring compliance determinations are based on the exact language and intent of the trust instrument.
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.
Trust administration demands precision. The agent uses sophisticated legal reasoning to interpret provisions accurately, ensuring compliance determinations are based on the exact language and intent of the trust instrument.
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.
Every compliance determination is linked to the specific clause in the trust deed. Trust officers can instantly verify the legal basis for any decision, creating a complete audit trail for regulatory review and beneficiary inquiries.
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.
Every compliance determination is linked to the specific clause in the trust deed. Trust officers can instantly verify the legal basis for any decision, creating a complete audit trail for regulatory review and beneficiary inquiries.
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.
Every compliance determination is linked to the specific clause in the trust deed. Trust officers can instantly verify the legal basis for any decision, creating a complete audit trail for regulatory review and beneficiary inquiries.
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.
Trust deeds contain highly confidential beneficiary and financial information. V7 Go processes all documents within your secure environment, ensuring fiduciary data privacy and compliance with wealth management regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Trust deeds contain highly confidential beneficiary and financial information. V7 Go processes all documents within your secure environment, ensuring fiduciary data privacy and compliance with wealth management regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Trust deeds contain highly confidential beneficiary and financial information. V7 Go processes all documents within your secure environment, ensuring fiduciary data privacy and compliance with wealth management regulations.
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 Trust Officers
How does the agent handle ambiguous trust language?
The agent identifies ambiguous provisions and flags them for human review. It provides the relevant clause citations and highlights the specific language requiring interpretation, allowing trust officers to make informed decisions on complex cases.
+
How does the agent handle ambiguous trust language?
The agent identifies ambiguous provisions and flags them for human review. It provides the relevant clause citations and highlights the specific language requiring interpretation, allowing trust officers to make informed decisions on complex cases.
+
How does the agent handle ambiguous trust language?
The agent identifies ambiguous provisions and flags them for human review. It provides the relevant clause citations and highlights the specific language requiring interpretation, allowing trust officers to make informed decisions on complex cases.
+
Can it interpret trusts created under different state laws?
Yes. The agent analyzes the governing law clause in each trust deed and applies the appropriate legal framework. It can be configured with your institution's Knowledge Hub containing state-specific trust law guidance and precedents.
+
Can it interpret trusts created under different state laws?
Yes. The agent analyzes the governing law clause in each trust deed and applies the appropriate legal framework. It can be configured with your institution's Knowledge Hub containing state-specific trust law guidance and precedents.
+
Can it interpret trusts created under different state laws?
Yes. The agent analyzes the governing law clause in each trust deed and applies the appropriate legal framework. It can be configured with your institution's Knowledge Hub containing state-specific trust law guidance and precedents.
+
What types of beneficiary requests can it evaluate?
The agent handles all common distribution requests including education expenses, health and maintenance needs, housing costs, business capital, and discretionary distributions. It verifies each request against the specific provisions in the trust instrument.
+
What types of beneficiary requests can it evaluate?
The agent handles all common distribution requests including education expenses, health and maintenance needs, housing costs, business capital, and discretionary distributions. It verifies each request against the specific provisions in the trust instrument.
+
What types of beneficiary requests can it evaluate?
The agent handles all common distribution requests including education expenses, health and maintenance needs, housing costs, business capital, and discretionary distributions. It verifies each request against the specific provisions in the trust instrument.
+
How does it ensure confidentiality of trust information?
V7 Go processes all trust documents within your secure environment. Trust deeds and beneficiary information never leave your infrastructure, and the platform adheres to strict data privacy standards required for fiduciary institutions.
+
How does it ensure confidentiality of trust information?
V7 Go processes all trust documents within your secure environment. Trust deeds and beneficiary information never leave your infrastructure, and the platform adheres to strict data privacy standards required for fiduciary institutions.
+
How does it ensure confidentiality of trust information?
V7 Go processes all trust documents within your secure environment. Trust deeds and beneficiary information never leave your infrastructure, and the platform adheres to strict data privacy standards required for fiduciary institutions.
+
Does it replace the trust officer's judgment?
No. The agent provides analysis and recommendations, but trust officers retain final decision authority. It accelerates the research and verification process, allowing officers to focus their expertise on complex interpretations and beneficiary relationships.
+
Does it replace the trust officer's judgment?
No. The agent provides analysis and recommendations, but trust officers retain final decision authority. It accelerates the research and verification process, allowing officers to focus their expertise on complex interpretations and beneficiary relationships.
+
Does it replace the trust officer's judgment?
No. The agent provides analysis and recommendations, but trust officers retain final decision authority. It accelerates the research and verification process, allowing officers to focus their expertise on complex interpretations and beneficiary relationships.
+
What is the output format?
The agent delivers a structured compliance report showing the request details, applicable trust provisions, compliance determination, required conditions, and complete citations. This can be customized to integrate with your trust administration system.
+
What is the output format?
The agent delivers a structured compliance report showing the request details, applicable trust provisions, compliance determination, required conditions, and complete citations. This can be customized to integrate with your trust administration system.
+
What is the output format?
The agent delivers a structured compliance report showing the request details, applicable trust provisions, compliance determination, required conditions, and complete citations. This can be customized to integrate with your trust administration system.
+
Next steps
Next steps
Still manually reviewing trust deeds for every request?
Send us a sample trust deed and beneficiary request. We'll show you how our AI agent delivers instant compliance analysis with complete legal citations.
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: