When a client comes to you with existing estate planning documents, the real work begins with understanding what's already in place. Document Extraction makes that process faster and smarter — so you can spend less time parsing paperwork and more time delivering meaningful guidance.
What is Document Extraction?
Document Extraction is a feature in the Trust & Will Advisor Portal that allows you to upload estate planning documents created outside of Trust & Will. Once uploaded, the tool extracts key details from each document and organizes them for easy review — giving you a clear starting point for your client conversations.
From there, you can generate a Meta Summary: an AI-generated overview of the client's entire estate plan, compiled from all uploaded documents. Rather than reviewing each file individually, you get a consolidated snapshot that highlights the key elements across the full plan — a powerful tool for identifying gaps, opportunities, and next steps.
How do I get started?
Getting set up is straightforward:
- Add a client — Use an existing referred client or add a new one without a referral (email optional).
- Select "Upload a Document" and agree to the terms of service.
- Drag and drop the client's estate planning documents into the dashboard.
- Select the document type (e.g., Living Trust, Will, etc.).
- Click "Save and Extract" — the document will be queued for processing.
Repeat for each document you'd like to include in the analysis.
What types of documents can I upload?
You can upload a variety of estate planning documents, including living trusts, wills, and other supporting plan documents. When uploading, you'll be prompted to categorize the document type before extraction begins.
How long does processing take?
Documents typically process within a few moments. You'll see a real-time status indicator in the dashboard. Once a document shows as Ready, you can click into it to review the extracted details or generate a Meta Summary across all uploaded files.
How do I generate the summary?
Once one or more documents are ready, click Generate Summary from the dashboard. The Meta Summary will pull from all uploaded documents to create a unified overview of the client's estate plan.
Can I share the Summary with my client?
Yes — and it's simple. Once the summary is generated, you have two options:
- Email it directly to the client from within the Advisor Portal.
- Print or download it as a PDF to share in a meeting or keep on file.
Can I edit an uploaded document?
If you need to update a document's type or details after uploading, click into the document from the dashboard and select the edit option to make your changes. Note that editing a document's classification may trigger a re-extraction — so your summary will reflect the most up-to-date information once processing is complete. Additionally, this does not edit the uploaded document, just the summarized information.
Can I delete an uploaded document?
Yes. To remove a document, click into it from the dashboard and select the delete option. Deleted documents will no longer be included in any newly generated Meta Summaries. If a summary was previously generated, you may want to regenerate it after removing a document to ensure it reflects the current set of files.
Important Note
Document Extraction and Meta Summary are analytical tools designed to help advisors efficiently review existing estate plans. They are not a substitute for professional legal or financial advice. For matters specific to a client's situation, we recommend consulting a qualified estate planning attorney.
For help with general questions or anything related to the Advisor Portal, feel free to reach out to our Advisor Support team at any time.