AI-GUIDED TRUST CREATION

Generate a complete trust packet with AI, then print when the packet is complete.

Larry Trustee AI asks structured questions, recommends trust types, fills packet forms, and unlocks print-ready output only after all required documents are completed.

0 Trust types in library
0 Base packet documents
100% Completion required to unlock print

PROCESS

From interview to print-ready packet

  1. 1

    Answer guided questions

    AI collects beneficiary, asset, control, and timeline details in plain language.

  2. 2

    Select trust structure

    Compare trust types with differences, setup pattern, and planning tradeoffs.

  3. 3

    Generate forms automatically

    System drafts packet forms from interview answers and chosen trust setup.

  4. 4

    Unlock print after completion

    Print/download remains locked until every required packet item is complete.

TRUST LIBRARY

Choose from major U.S. trust types

Includes common estate-planning trusts and specialized structures from IRS/SSA/FDIC references.

TRUST COMPARISON

Compare two trust structures side by side

AI INTERVIEW

Get recommended trust types from your goals

Client profile
Planning details for AI form autofill
Main goals
When should trust transfer planning take effect?
Preferred setup complexity

Recommended trust types

Run the AI interview to generate personalized options.

FORM PACKET

Completion-gated packet builder

Select a trust type to load trust-specific documents into the packet.

0% complete (0 of 0 documents)

AI generated trust PDFs

Submit the interview to generate filled PDF drafts.

RESEARCH SOURCES

Current references used for trust-type definitions

Sources last checked on March 7, 2026. Always verify with a licensed attorney in your state.