# The Modern Estate Planning Platform for Today's Attorneys

Streamline your workflows, grow your practice, and unlock long-term client value—more efficiently than ever.

### Attorney Spotlight

## Why Attorneys Nationwide Choose Trust & Will

- "I don't have a client problem, I have a process problem."
  
  Scott S.
  
  CPA & Estate Attorney

- "Current tools are too complex or too basic. I need a paralegal you don't have to pay."
  
  Michael D
  
  Estate Attorney

- "Bring me more clients and you'll have my loyalty."
  
  Michael B
  
  Estate Attorney

### The Attorney Platform, Powered by EstateOS

## Clear the clutter for the work that demands your expertise.

#### Get referrals, not just leads.

- The right clients, at the right time—matched to your expertise.
- Receive qualified referrals based on region and specialization.
- Track referred client activity from intake to engagement.

#### Streamline every case.

- Automate workflows and manage more clients with ease.
- Organize cases fast with AI-powered insights and bulk doc uploads.
- Easily access smart summaries, key estate plan information, and stored meeting notes.

#### Boost client engagement.

- Real-time life-event alerts reveal opportunities to update documents.
- Smart tools deliver personalized guidance and deepen client relationships.
- AI-powered document extraction fuels client summaries and proactive ARR.

### Features & Benefits

## Power up your practice.

### Stay ahead of life’s what-ifs.

Our system flags key opportunities for engagement—so you’re there for every major client moment.

- Real-time alerts for life events like deaths, births, moves, and home purchases.
- Notifications when documents are due for review or updates.
- Updates triggered by legal changes or family milestones.

### Built for Attorneys

### Legal workflows that work the way you do.

EstateOS was built with estate attorneys in mind—streamlined, secure, and ready for the real world.

- Bulk upload and organize estate planning documents.
- Auto-generated client summaries and timelines from uploaded documents.
- Secure document storage with version control.

### Client Referrals

### Get the right clients, right when you need them.

Seamlessly grow your practice with high-quality, high-intent referrals—matched by region and your area of expertise.

- Get alerts when referred clients engage with your services.
- Track client journey from sign-up to signed documents.
- Connect with clients who are actively seeking estate planning support.

### Practice Intelligence

### Intelligent insights, built into your workflow.

EstateOS automatically turns client documents into structured insights, helping you focus on the work that matters.

- Summarized data via AI/OCR for faster case prep.
- CRM-style timeline with historical account and key milestones.
- Client summaries with estate overviews.

### FAQs

## Common questions.

### How do I get set up?

Getting started is simple. After creating your account, you can upload existing client documents and instantly extract key summaries. Clients without a current plan can be invited to create one using your referral link. You can also access your AI assistant anytime within your portal to ask questions and get support 24/7.

### Is my information secure?

Here at Trust & Will, we use bank-level security to protect and encrypt you and your clients’ personal information. We’re serious about security and we’ll never sell or share your information without consent.

### How is this different from Trust & Will’s consumer offering?

Trust & Will for Attorneys is built for professionals, not consumers. While the consumer product helps individuals create their own estate plans, our Attorney Platform provides a full practice solution with client management, workflow tools, and ongoing plan updates to support more complex needs and long-term client relationships.

### Do my clients have access to support when creating their estate plan?

Absolutely! Our member support team is ready to support your clients if they have any questions. They’re available via chat, email, and phone support.