TrustForge reads your trust against the design sheet and flags every mismatch: names, dates, percentages, provisions. Work that takes a paralegal most of an afternoon by hand. We are giving twelve firms six months of it at no charge, and asking for the honest version of how it goes.
That gap is not a rounded figure. It is most of an afternoon, on every matter, spent by the person you pay the most to spend it. Per matter. Every matter.
Proofreading is the slowest, most thankless step in building an estate plan, and it lands on your most expensive people.
A single trust runs 80 to 120 pages, checked line by line against the design sheet. It is hours of mind-numbing work, done by a paralegal or a dedicated proofreader, over and over, on every matter.
That time is capacity you cannot get back. Every hour spent cross-checking dates and percentages by hand is an hour not spent on the next client, and the review step is usually the thing every matter waits on.
Microsoft 365 or Google Workspace. Nothing to install, no IT ticket.
Design sheet and trust draft, in whatever format your firm produces.
Names, dates, percentages, clauses, provisions. Under five minutes.
Click any flag to jump to the passage. Nothing changes without your say-so.
We talk. Nothing starts charging you automatically and there is nothing to cancel. Pricing is still a moving target, and what Advisory Partners tell us over the six months is part of how we set it. If you decide TrustForge is not for you, that is a useful answer too and we would want to hear why.
Four things, mostly: what your current proofreading workflow looks like, whether TrustForge fits into it and how, what the validation results actually look like on your matters, and how the system should be different. However you prefer to tell us. A short questionnaire, a call, a conversation with your staff, or we come to your office.
Trust validation and personal family letters are live today. The rest of the estate plan is on the roadmap. If you need finished software with a support desk, this is not the right moment and we would rather say so now.
95.5% in testing across a wide range of trust structures. It is built to be a second set of eyes, not a replacement for your review. You see and approve every flag, and when you disagree with one, grading it sharpens the validator.
They stay encrypted at all times, in a private environment we operate and control on Microsoft Azure, with your firm's data walled off from every other firm's. Nothing is ever shared with outside services or third parties, and TrustForge never edits your document on its own.
DecisionVault, WealthCounsel, or a Word template a partner built years ago. TrustForge normalizes what you send into one workable file and sits on top of the tools you already use.
Twelve firms, because we want to hear from every one of them properly rather than collect a pile of signups. Tell us about your firm and we will come back within two business days.
Become an Advisory Partner