An AI-powered trust administration platform delivering institutional-quality document generation, compliance monitoring, and fiduciary oversight for high-net-worth families and their advisors.
A systematic approach to trust creation and management, from initial intake through ongoing administration and compliance monitoring.
Comprehensive questionnaire captures grantor information, beneficiary designations, asset inventory, trustee succession, and special provisions. AI-powered validation ensures data completeness and format compliance.
Automated screening identifies potential conflicts of interest, fiduciary issues, and structural risks. Flags grantor-as-trustee scenarios, beneficiary discretionary powers, and cross-border tax implications.
Based on client objectives, asset composition, and tax considerations, the system recommends optimal trust structure: Revocable Living Trust, Irrevocable Trust, Dynasty Trust, GRAT, SLAT, IDGT, QPRT, or specialized structures.
Automated generation of complete trust document package including Declaration of Trust, Certificate of Trust, property schedules, beneficiary designations, trustee succession chart, and state-specific execution requirements.
Multi-layer review process validates legal accuracy, completeness, consistency, and compliance with state-specific requirements. No-Hand-Waving protocol ensures all provisions are explicit and actionable.
Comprehensive execution tracking monitors signature collection, notarization, EIN application (SS-4), asset transfer, and Triple Lock protocol completion (Forms 8822-B, 56, 56-F) for entity establishment.
Trust is integrated into the active portfolio with ongoing compliance calendar, distribution tracking, tax filing deadlines, and annual accounting requirements. Real-time dashboard provides complete visibility.
Enterprise-grade AI architecture synthesizing elite trust expertise into a unified management platform.
Comprehensive trust administration tools designed for professional fiduciaries and family offices.
State-specific trust documents including Declarations, Certificates, Amendments, and Restatements. Supports 12+ trust structures including GRAT, SLAT, IDGT, QPRT, CRT, CLT, ILIT, and Dynasty Trusts.
Automated tracking of Form 1041 deadlines, K-1 distributions, estimated tax payments, and state filing requirements. Triple Lock protocol ensures complete IRS entity establishment.
Continuous monitoring of fiduciary duties: loyalty, care, impartiality, disclosure, and accounting. Automated conflict detection and breach prevention with escalation protocols.
End-to-end distribution processing with HEMS compliance verification, beneficiary authorization, liquidity analysis, and complete audit trail. Multi-tier approval workflows.
Unified dashboard for entire trust portfolio with entity hierarchy visualization, cross-trust reporting, and consolidated compliance calendar across all managed entities.
Every output is explicit, specific, and actionable. No vague recommendations. All legal citations include statute and code section. All deadlines in MM/DD/YYYY format.
Built to meet the most stringent institutional requirements.
Security, availability, processing integrity, confidentiality, and privacy controls verified by independent audit.
Data protection standards compliant with European GDPR and California Consumer Privacy Act requirements.
Full compliance with Internal Revenue Code Sections 671-679 (Grantor Trust), 2036/2038 (Estate Inclusion), and 2632 (GST).
Documents conform to jurisdiction-specific requirements including CA Probate Code, TX Property Code, FL Statutes, and UTC states.
Key performance indicators demonstrating operational excellence.
Schedule a confidential consultation to explore how Williams Legacy Group can support your family's legacy planning objectives.