Intelligent Trust unites advisors, paralegals, attorneys, and families in a single secure workspace. Automate document drafting, run a clean review pipeline, and give every client a transparent portal.
Purpose-built for the real workflow — from the first intake call to executed, signed documents in the family's hands.
Generate Wills, Revocable Living Trusts, Powers of Attorney, Healthcare Directives, and Retainer Agreements — auto-populated with each client's family, beneficiaries, assets, and roles.
Paralegal → attorney → client review, each stage tracked with notes, approvals, and a full audit trail.
Families track progress, complete their profile, sign retainers, view documents and invoices — all in one transparent place.
Build invoices from a fee schedule, send to clients, track payments, and download branded PDFs.
Log meetings, capture notes, generate AI summaries, assign action items, and automate intake & review reminders.
Sync clients from Wealthbox CRM, aggregate assets and beneficiaries, and produce a clean estate-plan report with diagrams for trusts, wills, POAs, and healthcare directives.
Each team member gets a workspace scoped exactly to what they do — with permissions handled for you.
Onboard clients, sync from Wealthbox, monitor pipeline status, and hand off to the estate planning team without losing visibility.
Run the whole matter — intake, drafting, templates, meetings, invoices, and delivery — from a single dashboard.
A personal review queue surfaces exactly the documents waiting on you. Approve, comment, or return for revision in seconds.
A guided portal walks families through every step — profile, beneficiaries, assets, retainer, documents, and final reports.
A guided pipeline keeps every matter moving — and everyone informed.
Create the client, gather family, beneficiaries, assets, and roles — or import straight from Wealthbox.
Generate documents from templates, auto-filled with the client's data, then submit into the review pipeline.
Paralegal and attorney review, approve, or return for revision — every action logged for compliance.
Client reviews, signs the retainer, pays invoices, and receives executed documents in their portal.
Every action logged. Every role scoped. Every document protected.
Advisors, EP teams, paralegals, attorneys, and clients each see only what their role requires.
Every status change, approval, upload, and login is permanently recorded — court-ready records, always.
Trust agreements, deeds, and executed originals are stored encrypted and served only to authorized parties.
"We moved our whole drafting-to-execution process onto Intelligent Trust. The review queue alone saves our paralegals hours every week."
"The client portal changed how families experience the process. They can see exactly where their plan stands at any time."
"Wealthbox sync plus auto-populated documents means I onboard a client and the drafts are ready in minutes, not days."
See how Intelligent Trust fits your practice. Tell us a little about your firm and we'll be in touch within one business day.
Bring advisors, attorneys, and families into one secure, transparent workflow.