90% ROI increase
AI Trust Agreement Analysis
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.

Shareholder agreement review
See Trust Agreements in action
Play video

Shareholder agreement review
See Trust Agreements in action
Play video

Shareholder agreement review
See Trust Agreements in action
Play video

Shareholder agreement review
See Trust Agreements in action
Play video
Challenge
Challenge
Trust officers manually read each dense agreement to understand their duties identify beneficiaries and interpret distribution rules. This manual review is slow and risks fiduciary liability if a term is misinterpreted.
Trust officers manually read each dense agreement to understand their duties identify beneficiaries and interpret distribution rules. This manual review is slow and risks fiduciary liability if a term is misinterpreted.
V7 Go automates this complex review. Delegate the task to an AI agent that is trained on estate planning language. It reads any trust agreement and extracts a structured summary of all key duties, powers, and distribution rules.
V7 Go automates this complex review. Delegate the task to an AI agent that is trained on estate planning language. It reads any trust agreement and extracts a structured summary of all key duties, powers, and distribution rules.
Time comparison
Time comparison
Traditional review time
3-5 hours per agreement
3-5 hours per agreement
With V7 Go
10-15 minutes
10-15 minutes
Average time saved
95%
95%
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.
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.
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.
Trustee Powers & Duties Analysis
Summarize the trustee's specific powers, duties, and limitations, including investment authority and reporting requirements.
Crummey & Withdrawal Rights
Identify any Crummey withdrawal rights and the specific notice requirements, which are critical for gift tax compliance.
Crummey & Withdrawal Rights
Identify any Crummey withdrawal rights and the specific notice requirements, which are critical for gift tax compliance.
Crummey & Withdrawal Rights
Identify any Crummey withdrawal rights and the specific notice requirements, which are critical for gift tax compliance.
Crummey & Withdrawal Rights
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.
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.
Succession & Termination Events
Extract the rules for trustee succession and the conditions or dates that trigger the termination of the trust.
Review trust agreements, wills, and powers of attorney.
Extract beneficiary details, distribution standards, and trustee duties.
Get started
Get started
Import your files
Gmail
,
Google Drive
,
CoStar
Import your files from whereever they are currently stored
Import your files from whereever they are currently stored
Revocable & Irrevocable Trust Agreements
Revocable & Irrevocable Trust Agreements
Wills & Codicils
Wills & Codicils
Powers of Attorney
Powers of Attorney
Trust Amendments
Trust Amendments
Letters of Trusteeship
Letters of Trusteeship
Gift Trust Notices (Crummey Letters)
Gift Trust Notices (Crummey Letters)
All types of documents supported
All types of documents supported
Trustees & Successor Trustees
Trustees & Successor Trustees
Beneficiaries (Current & Remainder)
Beneficiaries (Current & Remainder)
Distribution Standards (e.g., HEMS)
Distribution Standards (e.g., HEMS)
Trustee's Powers and Discretion
Trustee's Powers and Discretion
Reporting & Accounting Requirements
Reporting & Accounting Requirements
Crummey Withdrawal Rights & Notices
Crummey Withdrawal Rights & Notices
Incentive Trust Provisions
Incentive Trust Provisions
No-Contest Clauses
No-Contest Clauses
Termination Provisions
Termination Provisions
Investment Authority & Limitations
Investment Authority & Limitations
Once imported our system extracts and organises the essentials
Once imported our system extracts and organises the essentials
The difference
The difference
AI-powered trust and estate administration
for fiduciaries and wealth managers
The difference
Legal teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use a specialized AI agent to analyze complex trust agreements. Extract key fiduciary duties, distribution terms, and beneficiary details automatically.
Legal teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use a specialized AI agent to analyze complex trust agreements. Extract key fiduciary duties, distribution terms, and beneficiary details automatically.
Legal teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use a specialized AI agent to analyze complex trust agreements. Extract key fiduciary duties, distribution terms, and beneficiary details automatically.
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Trust Agreements
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Trust Agreements
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Trust Agreements
The difference
AI-powered trust and estate administration
for fiduciaries and wealth managers
The difference
Legal teams work is about to make it's biggest shift in a century
Before
With Go
Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.
Use a specialized AI agent to analyze complex trust agreements. Extract key fiduciary duties, distribution terms, and beneficiary details automatically.
Play video
Multiple agents available to do the work
10-K Disclosure Analysis
Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Trust Agreements
Play video
Customer Voices
Customer Voices
Building trustworthy AI, trained on your data
Join the world's best teams and Fortune 500s
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Legal
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Logistics
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Legal
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Insurance
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Logistics
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Biotechnology
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Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Customer Voices
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
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
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
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Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
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Energy
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Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
Read the full story
Agriculture
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Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
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Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
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Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
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Healthcare
"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."
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Healthcare
"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."
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Healthcare
"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."
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Healthcare
"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."
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Healthcare
“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”
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Healthcare
“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”
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
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Energy
"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"
Read the full story
Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Workflow
Delegate trust agreement analysis
to a fiduciary AI agent
Get started
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.
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.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
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
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
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
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
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
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.

Visual grouding 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.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Pilot
Pilot
Curious how we can realise 90% ROI increase for you?
Curious how we can realise 90% ROI increase for you?
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
You’ll hear back in less than 24 hours
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Teams
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.
Testimonials
Testimonials
Secure and trustworthy AI.
Hear what customers say.
Secure and trustworthy AI.
Hear what customers say.
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.

Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.

International Law Firm
Answers
Answers
What you need to know about our
Trust Agreements
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.
+
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.
+
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.
+
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'.
+
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'.
+
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'.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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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Automate the analysis of deposition transcripts to extract key testimony, identify inconsistencies, and accelerate case preparation.

Deposition Transcripts
Automate the analysis of deposition transcripts to extract key testimony, identify inconsistencies, and accelerate case preparation.

Employment Agreements
AI-powered review of Employment Agreements: analyze terms, obligations, and risks in minutes.

Legal
Faster Reviews
Clause Extraction
Regulatory Compliance
Employment Agreements
AI-powered review of Employment Agreements: analyze terms, obligations, and risks in minutes.

Employment Agreements
AI-powered review of Employment Agreements: analyze terms, obligations, and risks in minutes.

Intercompany Agreements
Automate the analysis of intercompany agreements to ensure transfer pricing compliance and manage tax risk.

Legal
Transfer Pricing Compliance
Clause Extraction
Risk Identification
Intercompany Agreements
Automate the analysis of intercompany agreements to ensure transfer pricing compliance and manage tax risk.

Intercompany Agreements
Automate the analysis of intercompany agreements to ensure transfer pricing compliance and manage tax risk.

Lease Agreements
Streamline Lease Agreement analysis with AI: extract key terms, ensure compliance, and identify risks.

Legal
Accelerated Review Process
Enhanced Risk Identification
Improved Compliance
Lease Agreements
Streamline Lease Agreement analysis with AI: extract key terms, ensure compliance, and identify risks.

Lease Agreements
Streamline Lease Agreement analysis with AI: extract key terms, ensure compliance, and identify risks.
Next Step
Next Step
Administer trusts with confidence and efficiency.
Administer trusts with confidence and efficiency.
Administer trusts with confidence and efficiency.
Delegate the analysis of trust agreements to a specialized AI agent.
Delegate the analysis of trust agreements to a specialized AI agent.
Delegate the analysis of trust agreements to a specialized AI agent.
You’ll hear back in less than 24 hours
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: