Generate Estate Packages in Minutes — Not Hours
InTrust helps estate planning firms turn structured intake data into consistent, complete document packages through tailored legal workflow automation.
Configured around your firm’s templates, clause preferences, review process, and estate planning workflow. Built to adapt to the way your firm already works.
How It Works
A guided process for turning client information into a review-ready estate planning package.
Enter Client Information
Capture client details, family structure, fiduciaries, beneficiaries, and planning decisions through a structured intake flow.
Configure the Package
Select documents and provisions based on the client’s needs while keeping your firm’s preferred language intact.
Generate for Review
Produce consistent Word documents that are organized, cross-checked, and ready for attorney review.
Built for the Way Estate Firms Actually Work
InTrust focuses on consistency, speed, and workflow fit — not forcing your firm into generic software.
Eliminate Repetitive Drafting
Stop rebuilding the same document package from scratch. Structured workflows adapt to each client while preserving your firm’s drafting standards.
Keep Packages Consistent
Names, fiduciaries, beneficiaries, counties, and provisions stay aligned across the full package.
Reduce Avoidable Errors
Guided intake and review checks help surface missing details before documents are finalized.
Tailored to Your Firm
InTrust can be configured around your document set, naming conventions, clauses, and internal review process.
From Manual Drafting to Structured Review
InTrust is designed to reduce the repetitive checking, copying, and package assembly that slows estate planning teams down.
Manual edits across multiple documents
Repeated name and fiduciary checks
Clause and provision inconsistencies
Time spent assembling the same package again and again
Structured intake and package setup
Consistent client details across documents
Review-ready document generation
A workflow tailored to your firm’s drafting standards
A Workspace Designed for Legal Work
Review case details, document selections, and package context from a clear workspace before moving into generation.
Scoped Around Your Firm
InTrust is not positioned as a generic one-size-fits-all subscription. Pricing depends on your document set, implementation needs, template complexity, and workflow goals.
Document Package Scope
The number and complexity of documents your firm wants automated.
Workflow Fit
Configuration around your intake, review, and drafting process.
Implementation Support
Setup, testing, refinement, and rollout support can be scoped based on need.
Bring Consistency and Speed to Your Estate Planning Workflow
Request a walkthrough and share what your current drafting process looks like. From there, we can discuss where InTrust may fit.
Tailored around your existing documents and drafting preferences.
Designed for small and focused estate planning practices.
Early access conversations are focused on fit, scope, and implementation.