Multi-Client Dashboard
One dashboard. Every client your firm has onboarded. Each client has their own Heir Access Code, encrypted vault, and chain anchor.
LarryTrustee.ai · Institutional
The full LarryTrustee.ai feature stack — AI Trust Advisor, 28-trust-type questionnaire, encrypted Crypto Vault, Vital-Records-verified vault unsealing, AI Digital Twin, and LTRST Chain anchoring — deployed inside your institution and surfaced to your clients under your name.
Every feature your firm's clients need — estate planning, encrypted crypto inheritance, verified attorney access, AI digital twin — plus institution-level controls and audit.
One dashboard. Every client your firm has onboarded. Each client has their own Heir Access Code, encrypted vault, and chain anchor.
AES-GCM 256 client-side encryption with PBKDF2 200,000-iteration key derivation. Your firm never possesses plaintext seed phrases — client privacy is structural.
Every operation produces an opaque cryptographic commitment recorded on LTRST Chain alongside an institution_id field, so the chain audit shows institutional provenance forever.
Death-certificate verification handled by Larry Trustee's verification team across all 57 U.S. jurisdictions (EDRS, online portal, or written). Your firm receives unsealed vault access only after the issuing state confirms authenticity.
Your firm's logo, colors, and (optionally) custom subdomain. Clients see your brand — not Larry Trustee's. Backend, chain, and verification are unchanged.
Admin, Senior Counsel, Paralegal, and Viewer roles. Granular permissions per client. Every action logged and chain-anchored.
Each client builds their own consented twin corpus. Voice + video + conversation, encrypted in their browser. After verified death, your firm and named heirs receive limited consultation access.
For each client: Core Trust Agreement, Trustee Acceptance, Successor Trustee Nomination, Beneficiary Distribution Schedule, Schedule of Trust Assets, Assignment & Transfer, Pour-Over Will, HIPAA Authorization, and Power of Attorney + Letter of Intent. All 28 trust types supported.
Read-only audit log of every action taken under your firm's institution_id. Each entry verifiable on LTRST Chain. Suitable for SOC reports, e-discovery, and bar-association ethics review.
Compete with LegalZoom on price without becoming LegalZoom. Capture entry-level clients at high margin (review-only) and serve sophisticated clients with the same toolset that powers consumer Larry Trustee. Typical firm: 1–5 attorneys, $500K–$3M annual revenue.
Firms with 5–25 estate-planning attorneys plus paralegal teams. The institutional dashboard scales for caseload management, role-tiered access, and client-portfolio reporting. Typical firm: $3M–$30M annual revenue.
State-chartered trust companies and trust departments at banks. The Crypto Vault module alone solves a multi-decade problem of how trust officers manage digital-asset succession when the grantor predeceases the grantor's heirs' technical literacy.
Community and regional banks expanding their trust-services franchise. Larry Trustee's chain anchoring and AI advisor surface a private-banking-grade product to mass-affluent customers without bank IT having to build any of it.
NAPFA-member fee-only advisors and growing RIAs ($50M–$2B AUM) that lose clients to other advisors when those clients ask about estate planning. The institutional portal lets you deliver estate planning under your own brand, fiduciary-aligned, no kickbacks.
Bars that want to offer their members a vetted estate-planning toolkit. Custom institution accounts can be configured for jurisdiction-restricted use.
No hidden fees, no per-seat licensing, no minimum-volume traps. You choose your retail.
institution_id field commitment showing your firm.All commitments are one-way SHA-256 hashes. The chain stores no plaintext personally identifiable information — ever. Your firm and your clients each retain full encryption keys; LTRST Chain serves as the immutable proof-of-existence layer.
Institutional accounts are subject to verification of bar standing, business identity, and (where applicable) state regulator standing. Apply below; our team will respond within 2 business days.