Your legal twin for estate planning
Draft trust documents, manage client communications, and keep every matter on track — all from your inbox.
Challenges in Estate Planning
Common pain points we help solve
Information gathering
Clients provide asset and family information across multiple emails, phone calls, and meetings. Keeping it organized is a challenge.
Document iterations
Trust and estate documents go through multiple revisions. Tracking changes and client feedback across versions is time-consuming.
Complex family structures
Blended families, multiple beneficiaries, and special needs planning require careful attention to detail and clear documentation.
How TwinCounsel helps estate planning attorneys
Trust and will provisions
Draft specific provisions, beneficiary designations, and trust terms based on your client communications. TwinCounsel ensures consistency with your established patterns.
TC, draft the distribution provisions for the Johnson revocable trust based on our email discussions about the grandchildren's education.
Asset summary compilation
Compile asset information, beneficiary details, and family tree data from scattered email communications into organized summaries.
TC, summarize all the asset information the Hendersons have shared across our emails, organized by type.
Explanation letters
Draft clear client communications explaining complex estate planning concepts in accessible language.
TC, draft a letter explaining the difference between revocable and irrevocable trusts for Mrs. Patterson.
Example prompts for estate planning
Just email TwinCounsel in plain English. Here are some examples:
“Summarize the Wilsons' family structure and beneficiary wishes from our email thread.”
“Draft a pour-over will provision that works with the trust we discussed.”
“What outstanding information do we need from the Garcias to complete their estate plan?”
“Draft a client email explaining why we recommend a special needs trust for their son.”
“Create a checklist of documents the Johnsons need to sign at our meeting.”
“Draft the successor trustee provisions based on the client's wishes about their daughter.”
"Estate planning involves so much back-and-forth with clients. TwinCounsel keeps every detail organized and helps me draft provisions that actually reflect what my clients want."
Robert Chen
Estate planning attorney, Phoenix
Frequently Asked Questions
Can TwinCounsel draft entire trust documents?
TwinCounsel drafts specific provisions, sections, and client communications based on your email discussions. You maintain full control over the final document structure and always review before finalizing.
How does it handle complex beneficiary structures?
TwinCounsel can track and summarize complex family relationships, multiple beneficiaries, and conditional distributions from your client communications. It flags potential conflicts or missing information.
Does it understand estate planning terminology?
Yes. TwinCounsel understands terms like revocable/irrevocable trusts, pour-over wills, special needs trusts, and qualified terminable interest property. It adapts to your state's specific requirements.
Can it help with funding letters?
Absolutely. TwinCounsel can draft funding instruction letters based on the assets your clients have described in their emails, with proper beneficiary designations.
Streamline your estate planning practice
Join the waitlist and see how TwinCounsel can help you serve more clients, better.