Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million users and more than 20,000 financial advisors. In 2025, the company launched EstateOS, a new intelligent platform for estate planning. One of its most impactful innovations is the document extraction and summarization feature, which allows advisors to upload client estate documents and receive clear, structured summaries of key elements like roles, trusts and key dates. This feature eliminates hours of manual review, accelerates planning workflows and empowers advisors to better support their clients in legacy conversations. It also helps firms deliver more consistent, comprehensive service by integrating estate planning into their core offerings. The tool is now available through EstateOS Premium.