Introducing the Estate Assistant (Beta)
The Estate Assistant is a new AI-powered feature designed to help you better understand estate planning and make more informed decisions about your legacy.
You can ask questions like:
- “Where can I manage beneficiaries at my financial institutions?”
- “Which assets may be subject to probate?”
- “What do my documents says about Executor compensation?”
What is the Estate Assistant
The Estate Assistant is for educational purposes only. It can help you explore estate planning concepts and understand how Trust & Will works. It is not a support tool and cannot assist with billing, document delivery, or account troubleshooting.
For account-specific issues, please don't hesitate to contact our Support team.
How the Assistant Uses Your Account Information
The Estate Assistant can reference certain information from your Trust & Will account to tailor its answers, including:
- Your estate inventory (real estate, bank accounts, retirement plans, etc.)
- Beneficiaries you've added to individual accounts
- Document designations such as your named guardians, executors, trustees, and healthcare agents
- Clauses and provisions in your estate planning documents
The more information you add, the more helpful and personalized the Estate Assistant can be.
A Note About Accuracy
The Estate Assistant generates responses using technology from OpenAI. Like any AI tool, it can make mistakes or offer incomplete information. It provides general education, not legal advice. Always double-check guidance and consult a licensed attorney for legal advice.
We offer Attorney Support, which you can add to your plan at any time! You can learn more about this service here.