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

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See Trust Agreements in action

Play video

Shareholder agreement review

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See Trust Agreements in action

Play video

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
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    Alaris logo

See Trust Agreements in action

Play video

Shareholder agreement review

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    SMC  logo
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See Trust Agreements in action

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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

Healthcare

Finance

Legal

Insurance

Logistics

Biotechnology

Manufacturing

Real Estate

Healthcare

Finance

Legal

Insurance

Logistics

Biotechnology

Manufacturing

Real Estate

Healthcare

Finance

Legal

Insurance

Logistics

Biotechnology

Manufacturing

Real Estate

Customer Voices

Finance

Alaris logo

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

Alaris logo

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

Franklin AI logo

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

Healthcare

Franklin AI logo

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

Miovision Logo

"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

Miovision Logo

"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

Abyss Logo

"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

Energy

Abyss Logo

"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

Cattle Eye Logo

"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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Agriculture

Cattle Eye Logo

"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

Genmab Logo

"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

Genmab Logo

"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."

Read the full story

Healthcare

Imidex logo

"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."

Read the full story

Healthcare

Imidex logo

"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."

Read the full story

Healthcare

InformAI logo

"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."

Read the full story

Healthcare

InformAI logo

"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."

Read the full story

Healthcare

Intelligend Ultrasound Logo

“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

Healthcare

Intelligend Ultrasound Logo

“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

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

SMC  logo

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

Certainty Software logo

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

SMC  logo

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

Certainty Software logo

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

SMC  logo

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

Certainty Software logo

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.

+

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.

+

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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Natural Language Q&A

Key Testimony Extraction

Contradiction Detection

Deposition Transcripts

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:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

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

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo