AI Trust Agreement Analysis
AI Trust Agreement Analysis
Manage fiduciary duties with precision
Manage fiduciary duties with precision
V7 Go's agent automates the review of complex trust agreements, extracting key data on beneficiaries, distribution standards, and trustee powers to ensure compliant and efficient trust administration.
What is it
What is it
Managing Fiduciary Responsibility
A Trust Agreement is a legal document that sets the rules for managing assets on behalf of beneficiaries. It defines the trustee's duties and powers.
How is it solved today?
Trust officers and paralegals manually read and summarize every new trust agreement a slow process that risks misinterpreting a key term and incurring liability.
How is it solved today?
Trust officers and paralegals manually read and summarize every new trust agreement a slow process that risks misinterpreting a key term and incurring liability.
How is it solved today?
Trust officers and paralegals manually read and summarize every new trust agreement a slow process that risks misinterpreting a key term and incurring liability.
Why V7 Go
V7 Go's AI agent reads any trust document and automatically extracts all key distribution standards and trustee duties into a verifiable summary.
Why V7 Go
V7 Go's AI agent reads any trust document and automatically extracts all key distribution standards and trustee duties into a verifiable summary.
Why V7 Go
V7 Go's AI agent reads any trust document and automatically extracts all key distribution standards and trustee duties into a verifiable summary.
Time comparison
Time comparison
Time comparison
Traditional way
3-5 hours per agreement
3-5 hours per agreement
With V7 Go agents
10-15 minutes
10-15 minutes
Average time saved
95%
95%
Why V7 Go
Review trust agreements, wills, and powers of attorney.
Extract beneficiary details, distribution standards, and trustee duties.
Workflow
Workflow
Import your files
Addepar
,
SEI Trust 3000
,
Viewpoint
Revocable & Irrevocable Trust Agreements
Revocable & Irrevocable Trust Agreements
Revocable & Irrevocable Trust Agreements
Wills & Codicils
Wills & Codicils
Wills & Codicils
Powers of Attorney
Powers of Attorney
Powers of Attorney
Trust Amendments
Trust Amendments
Trust Amendments
Letters of Trusteeship
Letters of Trusteeship
Letters of Trusteeship
Gift Trust Notices (Crummey Letters)
Gift Trust Notices (Crummey Letters)
Gift Trust Notices (Crummey Letters)
Trustees & Successor Trustees
Trustees & Successor Trustees
Trustees & Successor Trustees
Beneficiaries (Current & Remainder)
Beneficiaries (Current & Remainder)
Beneficiaries (Current & Remainder)
Distribution Standards (e.g., HEMS)
Distribution Standards (e.g., HEMS)
Distribution Standards (e.g., HEMS)
Trustee's Powers and Discretion
Trustee's Powers and Discretion
Trustee's Powers and Discretion
Reporting & Accounting Requirements
Reporting & Accounting Requirements
Reporting & Accounting Requirements
Crummey Withdrawal Rights & Notices
Crummey Withdrawal Rights & Notices
Crummey Withdrawal Rights & Notices
Incentive Trust Provisions
Incentive Trust Provisions
Incentive Trust Provisions
No-Contest Clauses
No-Contest Clauses
No-Contest Clauses
Termination Provisions
Termination Provisions
Termination Provisions
Investment Authority & Limitations
Investment Authority & Limitations
Investment Authority & Limitations
Why V7 Go
Why V7 Go
Beneficiary & Trustee Identification
Automatically identify all current and remainder beneficiaries, as well as all named trustees, advisors, and trust protectors.
Beneficiary & Trustee Identification
Automatically identify all current and remainder beneficiaries, as well as all named trustees, advisors, and trust protectors.
Beneficiary & Trustee Identification
Automatically identify all current and remainder beneficiaries, as well as all named trustees, advisors, and trust protectors.
Distribution Standards Extraction
Extract the precise standards for asset distribution, such as HEMS (Health, Education, Maintenance, and Support), or ascertainable standards.
Distribution Standards Extraction
Extract the precise standards for asset distribution, such as HEMS (Health, Education, Maintenance, and Support), or ascertainable standards.
Distribution Standards Extraction
Extract the precise standards for asset distribution, such as HEMS (Health, Education, Maintenance, and Support), or ascertainable standards.
Trustee Powers & Duties Analysis
Summarize the trustee's specific powers, duties, and limitations, including investment authority and reporting requirements.
Trustee Powers & Duties Analysis
Summarize the trustee's specific powers, duties, and limitations, including investment authority and reporting requirements.
Trustee Powers & Duties Analysis
Summarize the trustee's specific powers, duties, and limitations, including investment authority and reporting requirements.
Automated Trust Abstract
Identify any Crummey withdrawal rights and the specific notice requirements, which are critical for gift tax compliance.
Automated Trust Abstract
Identify any Crummey withdrawal rights and the specific notice requirements, which are critical for gift tax compliance.
Automated Trust Abstract
Identify any Crummey withdrawal rights and the specific notice requirements, which are critical for gift tax compliance.
Automated Trust Abstract
Generate a standardized 'trust abstract' or summary for every trust you administer, creating a consistent data source for management.
Automated Trust Abstract
Generate a standardized 'trust abstract' or summary for every trust you administer, creating a consistent data source for management.
Automated Trust Abstract
Generate a standardized 'trust abstract' or summary for every trust you administer, creating a consistent data source for management.
Succession & Termination Events
Extract the rules for trustee succession and the conditions or dates that trigger the termination of the trust.
Succession & Termination Events
Extract the rules for trustee succession and the conditions or dates that trigger the termination of the trust.
Succession & Termination Events
Extract the rules for trustee succession and the conditions or dates that trigger the termination of the trust.
V7 Go
V7 Go
V7 Go
AI-powered trust and estate administration
AI-powered trust and estate administration
for fiduciaries and wealth managers
Administering a trust requires a deep and precise understanding of the governing trust agreement, which can be a dense and archaic legal document. Trust officers and fiduciaries must manually read each agreement to understand their specific duties, identify the beneficiaries, and interpret the rules for distributing assets. This manual review is slow, inconsistent, and risks misinterpreting a crucial term, leading to fiduciary liability.
Trust Officers
Automate the creation of trust summaries and administrative checklists, allowing you to manage a larger book of business with less risk and more efficiency.
Trust Officers
Automate the creation of trust summaries and administrative checklists, allowing you to manage a larger book of business with less risk and more efficiency.
Trust Officers
Automate the creation of trust summaries and administrative checklists, allowing you to manage a larger book of business with less risk and more efficiency.
Estate Planning & Probate Paralegals
Drastically reduce the time it takes to review and summarize trust documents, freeing you to focus on client communication and case management.
Estate Planning & Probate Paralegals
Drastically reduce the time it takes to review and summarize trust documents, freeing you to focus on client communication and case management.
Estate Planning & Probate Paralegals
Drastically reduce the time it takes to review and summarize trust documents, freeing you to focus on client communication and case management.
Delegate trust agreement analysis
Delegate trust agreement analysis
to a fiduciary AI agent
to a fiduciary AI agent
Distribution Standards Extraction
Extract the precise standards for asset distribution such as HEMS (Health Education Maintenance and Support) or other ascertainable standards.
Trustee Powers & Duties Analysis
Summarize the trustee's specific powers duties and limitations including investment authority and reporting requirements.
More agents
Next steps
Administer trusts with confidence and efficiency.
Let's talk
You’ll hear back in less than 24 hours
Next steps
Administer trusts with confidence and efficiency.
Let's talk
Next steps
Administer trusts with confidence and efficiency.
Let's talk
You’ll hear back in less than 24 hours
FAQ
FAQ
FAQ
Have questions?
Find answers.
What is a Trust Agreement?
A trust agreement is a legal document that establishes a trust, names a trustee to manage assets on behalf of beneficiaries, and sets the rules for how those assets are to be managed and distributed.
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What is a Trust Agreement?
A trust agreement is a legal document that establishes a trust, names a trustee to manage assets on behalf of beneficiaries, and sets the rules for how those assets are to be managed and distributed.
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What is a Trust Agreement?
A trust agreement is a legal document that establishes a trust, names a trustee to manage assets on behalf of beneficiaries, and sets the rules for how those assets are to be managed and distributed.
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How can AI understand the nuanced language of trusts?
The agent is trained on a massive corpus of estate planning and fiduciary law. It understands specialized concepts like 'per stirpes' distribution, 'ascertainable standards', and the role of a 'trust protector'.
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How can AI understand the nuanced language of trusts?
The agent is trained on a massive corpus of estate planning and fiduciary law. It understands specialized concepts like 'per stirpes' distribution, 'ascertainable standards', and the role of a 'trust protector'.
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How can AI understand the nuanced language of trusts?
The agent is trained on a massive corpus of estate planning and fiduciary law. It understands specialized concepts like 'per stirpes' distribution, 'ascertainable standards', and the role of a 'trust protector'.
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What is the primary use case?
The primary use is for the trust administration departments of banks, trust companies, and law firms to quickly onboard a new trust and create an accurate administrative summary.
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What is the primary use case?
The primary use is for the trust administration departments of banks, trust companies, and law firms to quickly onboard a new trust and create an accurate administrative summary.
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What is the primary use case?
The primary use is for the trust administration departments of banks, trust companies, and law firms to quickly onboard a new trust and create an accurate administrative summary.
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Can it handle very old trust documents?
Yes, V7 Go's advanced document processing can handle old, scanned, and even partially handwritten trust documents, which are common in estate administration.
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Can it handle very old trust documents?
Yes, V7 Go's advanced document processing can handle old, scanned, and even partially handwritten trust documents, which are common in estate administration.
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Can it handle very old trust documents?
Yes, V7 Go's advanced document processing can handle old, scanned, and even partially handwritten trust documents, which are common in estate administration.
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How does this reduce risk for a trustee?
By ensuring that every administrative action (like making a distribution) is based on an accurate, AI-verified interpretation of the trust document, it reduces the risk of a breach of fiduciary duty claim.
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How does this reduce risk for a trustee?
By ensuring that every administrative action (like making a distribution) is based on an accurate, AI-verified interpretation of the trust document, it reduces the risk of a breach of fiduciary duty claim.
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How does this reduce risk for a trustee?
By ensuring that every administrative action (like making a distribution) is based on an accurate, AI-verified interpretation of the trust document, it reduces the risk of a breach of fiduciary duty claim.
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What does the final output look like?
The output is a structured summary that details all the key administrative provisions of the trust, with each data point linked directly back to the source clause in the original document.
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What does the final output look like?
The output is a structured summary that details all the key administrative provisions of the trust, with each data point linked directly back to the source clause in the original document.
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What does the final output look like?
The output is a structured summary that details all the key administrative provisions of the trust, with each data point linked directly back to the source clause in the original document.
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