TrustBuilder
Draft a trust the right way, faster.
An AI-assisted, 7-step wizard that produces a modular trust document with editable clauses and jurisdiction-specific validation. Export to DOCX or PDF for your attorney to review.
The 7-step wizard
- Trust type. Revocable, irrevocable, special needs, charitable — we ask the right intake questions for each.
- Jurisdiction. Pick your state. Validation runs against jurisdiction-specific legal frameworks.
- Purpose. What this trust is for, in plain English. The wizard captures the why before the what.
- Beneficiaries. Add primary and contingent beneficiaries with their relationships and shares.
- Assets. Real property, accounts, business interests, personal property — categorized and listed.
- Distribution. Outright, in trust, with conditions, or staggered. Drag-reorder clauses as needed.
- Review. Editable clauses with a rich text editor. Export to DOCX or PDF for attorney review.
What it produces
A draft trust document composed from a library of vetted, modular clauses — each clause editable inline with a rich text editor. Validation against jurisdiction-specific rules flags missing required clauses before export. Output formats: DOCX and PDF.
This is not legal advice. TrustBuilder produces draft documents intended for review by a licensed attorney in your jurisdiction. The output is a starting point, not a finished instrument.
Ready to start a draft?
The app is live and free to try.
Open TrustBuilder ↗