Trust Love Assist — Practice Efficiency for Trust Attorneys
For Trust & Estate Attorneys

Your client arrives.
The brief is already
waiting for you.

It's 7pm on a Thursday. You're finishing intake notes for a client you saw at 2pm. You've answered the same questions you answered last Tuesday.
Trust Love Assist ends that — permanently.

Your brand. Your clients. Your license.
No software to install
Live in 48 hours
90-day money-back guarantee
The $30,000 Problem
Your clients arrive with the same questions you've answered a thousand times. What's a trust? Do I really need one? What happens to my house? You answer them — again — because you're a professional and they deserve a good answer. But this meeting was supposed to be about strategy. Instead it's hour one of a billable clock that hasn't started yet.
2 hrs

Lost before you bill a dollar. Every client. Every time. Intake, education, asset gathering — the same conversation on repeat.

$30K

In unbillable capacity a solo attorney loses every year serving 50 clients. Not overhead. Revenue that never existed.

90 days

How long it takes Trust Love Assist to return that capacity to your practice. Backed by a full refund if it doesn't.

⚖️

Your clients should arrive having already answered every question you used to spend 45 minutes asking. Your first minute with them should be billable.

The Platform

What your practice looks like
with Trust Love Assist.

Two views. The intake experience your client sees. The brief you receive before you walk into the room.

app.trustloveassist.com
📋 Client Intake View
⚖️ Attorney Dashboard
Trust Love Assist
Sent by: The Harrington Law Group · Rebecca L. Harrington, Esq.
Step 2 of 6 — Your Family
✓ About You
Your Family
Your Assets
Your Wishes
Healthcare
Review
Who is in your immediate family?
Take your time — this helps make sure the right people are protected.
As it appears on government ID
Helps your attorney identify whether a Special Needs Trust may be appropriate
← Step 1 complete
Client Brief
Documents
Intake History
All Clients
Robert T. Whitfield
Intake completed: Feb 17, 2026 First appt: Feb 24, 2026 Referred by: Margaret Chen, CFP
Margaret Whitfield  Spouse
James, 16  Minor Child
Claire, 12  Minor Child
Daniel, 34  Prior Marriage
87
Brief Ready
Asset Summary
Primary Residence$620,000
Investment Account — Schwab$347,000
401(k)$218,000
Life Insurance Policy$500,000
Business InterestEst. $150,000
Estimated Estate~$1,835,000
Questions to Address at First Meeting
Business interest — buy-sell agreement in place? Who inherits the ownership stake?
Daniel (prior marriage) — client wants "fair but not equal" distribution. Confirm intent and document precisely.
Minor children — guardian designation not yet completed. Flag as first priority.
Life insurance beneficiaries confirmed designated. Verify coordination with trust structure.
Healthcare directive preferences documented — Margaret primary agent, Daniel backup.
Document Drafting Status
Revocable Living TrustNeeds Review
Pour-Over WillNot Started
Healthcare DirectiveBrief Ready
Durable Power of AttorneyBrief Ready
Guardian DesignationIncomplete
Client Notes & Context

Specific concern about Claire (12, possible learning disability) — consider whether a continuing trust or trustee-directed distribution is appropriate even in adulthood.

Prenuptial agreement from 2008. Confirm scope and whether trust structure must account for separate property.

Client stated explicitly: "I don't want anything going through probate for any reason." Fully funded revocable trust is the clear fit.

This is a glimpse. The full platform is 30 minutes away.

See it live. Ask every question. We'll show you exactly what your practice looks like on Trust Love Assist.

See What My Practice Looks Like →
How It Works

Three steps.
Your first minute is billable.

Trust Love Assist works before your client ever walks through the door. By the time they arrive, you already know what to ask.

1
📋

Your client completes a guided intake form

Friendly, conversational, and thorough. One clear question at a time. No legal jargon. No calls to your office. Families complete it at home, on their own time — most in under 20 minutes.

2
📖

Your client arrives knowing what a trust is

Clients learn what a trust is, why they need one, and what their situation calls for — before you spend a minute explaining it. They arrive informed, calm, and ready. The questions are answered. The hesitation is gone.

3
⚖️

You receive a complete client brief

Family structure. Asset summary. Healthcare wishes. Beneficiary designations. A pre-generated list of questions your intake flagged — all organized and waiting in your dashboard. You walk in ready to practice law.

Pricing

The highest-ROI line item
in your practice budget.

Three tiers. Every plan includes personal onboarding. Cancel anytime. Your first client moves through intake within 48 hours of joining.

Solo Starter
$497/mo
One attorney. Up to 50 active clients. Everything you need to start recovering billable time this week.
  • Client intake form — fully branded to your firm
  • Attorney brief dashboard
  • Up to 50 active clients
  • Client education sequence
  • Personal onboarding included
Book a Demo
Most Popular
Growth Practice
$997/mo
Up to 5 attorneys. 200 active clients. White-label your entire client experience under your firm's brand.
  • Everything in Solo Starter
  • Up to 5 attorney seats
  • 200 active clients
  • White-label — your brand on every screen
  • Referral partner integrations
  • Priority support
Book a Demo
Enterprise
$2,497/mo
Unlimited seats. Multi-location. Full white-label. Custom integrations. For firms ready to scale to volume.
  • Everything in Growth Practice
  • Unlimited attorney seats
  • Unlimited active clients
  • Custom integrations
  • Dedicated account manager
  • Custom reporting
Contact Us
Charter Practice Program — 5 Spots Only

Join the founding five.
Pay once. Locked in forever.

We are personally onboarding five charter practices — and only five — so every founding attorney works directly with our team. One payment locks in lifetime access at the founding rate. When we open publicly, the monthly rate begins. You never pay that. You are grandfathered permanently.

Charter rate
$997
one time · lifetime access
Apply for a Charter Spot →
Standard rate begins at $497/mo when we open publicly.
🛡️
The 90-Day Guarantee

If we don't return your cost
ten times over, you pay nothing.

If Trust Love Assist doesn't save you at least $4,970 in recovered billable time within your first 90 days, you get every dollar back.

One phone call. No paperwork. No questions asked.

We mean it because we've built something we're proud of and we'd rather prove it than argue about it.

The $4,970 figure is one month of Solo Starter cost returned 10x — the minimum bar we set for ourselves.
From the Field

What attorneys say
after the first 90 days.

"
I used to spend the first 45 minutes of every client meeting explaining what a trust actually does. Now my clients arrive already knowing. My first meeting is billable from minute one. I don't know what I was doing before.
R.M., Estate Planning Attorney — Phoenix, AZ
"
The brief I receive before every appointment is more thorough than most intake packages I spent an hour preparing myself. I walked into a first meeting last week and we were drafting strategy by minute 20. That has never happened before.
D.L., Trust & Estate Attorney — Atlanta, GA
🔒Not legal software
⚖️Your license stays yours
🏷️Your brand on every client screen
Live in 48 hours
💰90-day money-back guarantee
Book Your Demo

See what two hours back
actually looks like.

30 minutes. Live platform walkthrough. Your questions, our answers. If it's not right for your practice, we'll tell you.

What happens in 30 minutes

1

We walk you through the client intake experience exactly as your clients would see it — branded to your firm.

2

We show you the attorney dashboard with a real completed brief, including the pre-generated questions it surfaces before a first meeting.

3

You ask everything. We answer everything. No pressure. No pitch. Just the product.

Request Your Demo

No commitment. No credit card. Just 30 minutes and a real look at the platform.