Automated AI validation that ensures your estate plans are error-free — from design sheet to final signature. The final set of eyes your firm can always rely on.
Manual proofreading is slow, exhausting, and prone to the kind of human error that can have irreversible consequences in estate planning.
Sign in with your existing Microsoft 365 or Google Workspace account — no new passwords, no IT setup. TrustForge validates your document in minutes.
Use your existing Microsoft 365 or Google Workspace login. No new account or password needed — you're in within seconds.
Drag and drop your design sheet and trust draft as DOCX files — the standard format for estate planning drafts. TrustForge is optimized for Word documents.
TrustForge cross-references every name, date, SSN, clause, and provision between the design sheet and the trust document in under 3 minutes.
All issues appear in the panel on the right. Click any issue to jump instantly to that exact passage in the document viewer on the left. Switch between your design sheet and trust draft with one click — no toggling, no lost context.
Purpose-built for estate planning professionals who can't afford to miss a single discrepancy.
TrustForge reads every field in your design sheet and cross-references it against the trust document — names, dates, SSNs, beneficiary provisions, trustee succession, and more — with 95.5% accuracy.
Every mismatch is flagged, categorized, and displayed in a clear, color-coded issues panel — no ambiguity about what's wrong or where.
Issues appear in the right-hand panel. Click any flagged item to jump instantly to that exact passage in the document viewer. Switch between your design sheet and trust document effortlessly — context is never lost.
Sign in with your existing Microsoft 365 or Google Workspace account. No new passwords to manage, no IT provisioning required — your team is up and running in minutes.
Disagree with a flagged issue? Mark it, add a comment explaining why it's incorrect, and submit it. That feedback is used to continuously train and improve the TrustForge validator — a product that gets smarter the more your firm uses it.
All documents are encrypted in transit with TLS 1.3 and at rest with AES-256. Your client data is never retained on our servers beyond your session — no third-party data sharing, ever.
"We used to have two paralegals spend half a day manually toggling between documents for every trust. TrustForge does the same review in minutes, and it catches things tired eyes would miss."
"The click-to-navigate feature is exactly what we needed. I can see the flagged issue, click it, and I'm looking at the exact passage in the document. No more hunting through 40-page trusts."
"The peace of mind alone is worth it. Knowing there's always a final set of eyes on every trust before it goes out — one that never gets tired — has changed how our whole firm approaches the sign-off process."
TrustForge currently supports DOCX files — the standard format for estate planning drafts and design sheets. DOCX is optimized for the structured field-matching our AI performs. Additional format support is on the roadmap.
TrustForge achieves 95.5% validation accuracy in testing across a wide range of trust structures. For any flagged item an attorney believes is incorrect, the grading and feedback system lets you dispute it — and that input directly improves future accuracy.
All documents are encrypted in transit with TLS 1.3 and at rest with AES-256. Your files are never retained on our servers beyond your active session, and we do not share data with any third parties.
Most firms are running their first validation within 10 minutes. Sign in with your existing Microsoft 365 or Google Workspace account — there's no new software to install, no passwords to set up, and no IT department required.
Today, validation reports are fully available within the app — you can review every issue, navigate to the source text, and grade results. Export to PDF and CSV is on the roadmap and coming soon.
You can grade any flagged issue as incorrect, add a comment explaining why, and submit it. This feedback goes directly into training the validator — making TrustForge more accurate for your firm's specific document patterns over time.
Book a 30-minute demo and we'll walk through a live validation using a sample trust document. No sales pressure — just a real look at how TrustForge fits your firm's workflow.
Pick a time that works for you and we'll walk through a live validation using a real trust document — no preparation needed on your end.
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