When a trust is created, the grantor's intentions are captured in legal language. But legal language cannot answer the questions that arise decades from now. The Trust Voice gives trustees and beneficiaries something no document can — the ability to hear directly from you.
"Can the trust fund Michael's new business venture?"
"I've always believed the trust should support ambition, not replace effort. If Michael has a real plan and skin in the game, I would want the trustee to seriously consider it."
▶ Video appears paused at this momentEvery year, trustees face decisions the trust document never anticipated. A grandchild wants to start a company. A beneficiary faces addiction. The world changes in ways no attorney could have foreseen.
In those moments, trustees must decide alone — guided only by static legal language written years or decades earlier. The one person who truly knew the answer is no longer here.
"What would they have wanted us to do?"
In a single structured day, our specialists guide clients through a comprehensive curriculum — values, family dynamics, financial philosophy, specific scenarios, and forward-looking questions designed to anticipate decisions that may arise decades into the future. Every session is professionally recorded on video.
The recorded interviews are used to build a private Voice Agent — a secure, searchable system built exclusively from the grantor's own words. Powered by AI, it understands how this specific person thought, what they prioritized, and how they would approach decisions no one could have anticipated. This is the technology that makes the grantor's guidance available on demand, for as long as the trust endures.
When a trustee or beneficiary asks a question, the Voice Agent responds with a written answer drawn from the grantor's recorded guidance — and the grantor's video appears, paused at the exact moment they spoke to that topic. One tap and they see and hear it for themselves. The answer is not an interpretation. It is the grantor themselves, ready to speak.
Every answer the Voice Agent provides is anchored to video of the grantor speaking in their own words — verified, timestamped, and unchallengeable. Not an interpretation. Evidence.
When the Voice Agent responds, the grantor's video appears paused at the precise moment they spoke to that topic. No link to follow. No searching. The grantor is right there, ready to speak.
Each client's Voice Agent is entirely isolated. No data from one client's trust is ever accessible to another. The system is built on enterprise-grade infrastructure with bank-level security protocols.
The Trust Voice is built with perpetuity in mind. Your client's voice and intentions are preserved in a secure, redundant archive — available for as long as the trust remains active, whether that is 10 years or 60.
The Trust Voice does not replace the trust document, the trustee, or the attorney's role. It complements the legal structure — making it work better for everyone involved across every generation it serves.
Estate attorneys already use letters of wishes alongside trust documents. The Trust Voice is the natural evolution of that concept — dynamic, queryable, and verified by the grantor's own recorded voice.
Recommending The Trust Voice signals to your clients that you think about their legacy holistically — beyond the document. It is the kind of guidance that deepens client relationships and demonstrates the care you bring to every engagement.
The Trust Voice welcomes introductions from any professional who serves clients with complex estates — estate attorneys, wealth advisors, CPAs, trust officers, and family office professionals. If you believe a client would benefit from preserving their voice for future generations, we would welcome the conversation.
We welcome introductions from any professional who serves clients with significant estates. If you see the value in what we do, we would love to hear from you.*
If you have clients with active irrevocable trusts or complex estates currently in planning, we would welcome a private conversation.
Request a Private Briefing →The Trust Voice is available by referral through select estate planning attorneys and wealth advisors, and by direct inquiry.