Trust-based estate planning.
Automated.
Your templates.
Revocable living trust workflows traditionally require the most attorney time of any estate planning matter. LegalGEN automates the entire process — intake through document generation — using your firm's specific templates and drafting language.
From client intake to complete trust package
Client completes intake
Guided questionnaire covers all trust-specific data — assets, trustees, distributions, contingencies.
AI maps all variables
Every answer mapped to your trust template's specific fields, clauses, and conditional logic.
Full package generated
Trust, pour-over wills, certification, POAs — all generated simultaneously from your templates.
Built for the complexity of trust-based planning
Complex beneficiary structures
Handles staggered distributions, age-contingent bequests, conditional clauses, per stirpes vs. per capita, and multi-generational planning — mapped exactly to your drafting preferences.
Successor trustee hierarchies
Full support for primary, secondary, and tertiary successor trustees — individual or institutional. All appointment language generated using your standard clauses.
Asset funding guidance
After document delivery, clients receive a customized asset funding checklist — what to transfer, how to retitle, and which assets stay outside the trust.
Complete document packages
Trust, pour-over wills, certification of trust, powers of attorney, advance directives — all generated simultaneously as a single coordinated package.
Every trust type your practice needs
Revocable Living Trust
Single and joint (married couple). The core of most estate planning engagements. Full support for complex distributions and trustee hierarchies.
Joint Revocable Trust
Married couples. Includes survivor's trust, bypass trust, and QTIP provisions where applicable. Your state-specific language preserved.
Education Trust
Standalone education trusts and education sub-trusts within a living trust. Supports multiple beneficiaries and distribution triggers.
Special Needs Trust
First-party and third-party SNTs. Preserves government benefit eligibility while providing for beneficiaries with disabilities.
Medicaid Trust
Irrevocable income-only trusts for Medicaid planning. Five-year lookback compliant. Coordinated with elder law intake workflow.
Business Succession Trust
Trusts incorporating business interests, buy-sell coordination, and entity-level succession planning. Pairs with business formation add-on.
Asset Protection Trust
Irrevocable trusts structured to shield assets from future creditors, mapped to your firm's drafting standards and state requirements.
Charitable Trust
Charitable remainder and lead trusts for clients with philanthropic goals, coordinated with your estate plan's distribution structure.
Pet Trust
Standalone or sub-trust provisions to provide for the care of pets, with caretaker and funding designations built in.
Standalone Testamentary Trust
Will-based trusts that spring into existence at death — for clients who don't yet need a full living trust.
Your trust templates.
Your language. Always.
LegalGEN never generates generic trust documents. During your onboarding template mapping session, we configure the AI to use your firm's specific trust templates — your clause language, your trustee appointment provisions, your distribution standards.
Attorneys who review 20 AI-generated trust packages consistently report that every output meets their drafting standards exactly.
- One-time template mapping session included
- Unlimited updates as your templates evolve
- State-specific language preserved
- Your clause preferences hard-coded into the AI
- Attorney approval required before every delivery
"We were skeptical about AI-generated trust documents. But LegalGEN maps everything to our own templates. We reviewed 20 outputs and every single one met our drafting standards. That's what closed it for us."
Automate your trust workflow
without changing your documents.
Online Trusts starts at $399/month. Includes template mapping session. 30-day money-back guarantee.