GivanceEstate Planning
Estate Planning

We run your trust administration back office

Your tools stay. Your headcount stays. But your team handles twice the client families. The agent takes over trust reviews, asset tracking, beneficiary audits, and client communication.

See It In Action
Your Current Ops Stack

~$197–367K/yr in tools + people

Drafting (WealthCounsel / ElderCounsel / Wealth Docx)$5–12K/yr
Practice mgmt (Clio / PracticePanther / MyCase)$10–25K/yr
File storage (Dropbox / SharePoint / NetDocuments)$6–14K/yr
Trust accounting (Zangari / QuickBooks / Tabs3)$3–8K/yr
CRM (Lawmatics / HubSpot / Salesforce)$3–6K/yr
HR / payroll (Rippling / Gusto / ADP)$5–12K/yr
Outsourced CFO / bookkeeper$25–50K/yr
Paralegals + admin (2–3 FTE)$140–240K/yr

The spend isn't the problem. The problem is your throughput is capped by the people running these systems.

Givance
Same team. Double the capacity.

Givance plugs into your existing stack

integrates
Your practice management system

Reads matter data, syncs deadlines and task completions back

integrates
Your file storage

Organizes trust documents, asset schedules, correspondence by family

monitors
County recorder databases

Checks deed recordings, flags unrecorded transfers

monitors
Financial institution portals

Cross-references account titling against trust provisions

automates
Trust-to-asset cross-referencing

Agent compares trust terms against asset schedules automatically

automates
Annual review preparation

Agent generates review packets, flags changes, drafts client letters

automates
Beneficiary designation tracking

Agent audits designations across accounts and flags conflicts

Agent Workflows

Here's what the agent actually does

These are real workflows running for estate planning firms today.

1

Annual trust review is 30 days out

Agent pulls the latest trust document, amendments, and asset schedule from storage
Cross-references every titled asset against the trust’s provisions
Identifies unfunded assets (bank accounts, real property, brokerage accounts not titled to trust)
Checks beneficiary designations on IRAs, 401(k)s, and life insurance against trust terms
Flags any changes since last review (new property, sold assets, marriage/divorce, births)
Generates a review packet with gap analysis and recommended action items
Sends the client family a pre-meeting summary letter
Attorney walks into the review meeting fully briefed with a complete action list
2

New client onboarding — estate plan signed

Agent creates the client family folder structure (trust docs, asset schedule, insurance, powers of attorney)
Parses the signed trust to extract key provisions: beneficiaries, successor trustees, distribution terms
Builds initial asset funding checklist based on the trust terms
Sends the client a welcome packet with instructions for retitling assets
Sets up monitoring: annual review schedule, statute-based deadlines, key life event triggers
Syncs matter to practice management system with all relevant dates
Full client setup and funding checklist in under 5 minutes
3

Client emails about a life event (birth, divorce, property purchase)

Agent identifies the event type and the affected provisions in the trust
Pulls the current trust document and beneficiary designations
Flags which sections need amendment (e.g., new beneficiary, distribution changes)
Drafts a summary of recommended changes for attorney review
Generates a checklist of documents that need updating (trust amendment, POA, healthcare directive)
Attorney gets a change-impact memo ready for client call

Always Running

A day in the life of your agent

This is what happens while your team sleeps, eats lunch, and takes meetings. The agent doesn't stop.

Running now· 24/7 autonomous
Givance
Agent ActivityToday
6:00 AM

Scanned 12 upcoming annual reviews — flagged 3 with unfunded assets

audit
7:15 AM

Generated review packet for Morrison family (meeting Thursday)

prep
8:30 AM

Detected: Chen family IRA beneficiary designation names ex-spouse

alert
9:00 AM

Sent pre-meeting summary to Morrison family via email

comms
10:30 AM

Processed new client intake: Williams family revocable trust signed

onboard
11:45 AM

Built funding checklist for Williams — 3 bank accounts + 2 properties to retitle

funding
1:00 PM

Cross-referenced Park family asset schedule against county recorder — deed at 442 Elm not recorded

audit
3:30 PM

Sent quarterly portfolio summary to managing partner (156 active families)

reporting
5:00 PM

Flagged: 2 trust amendments need signing — sent reminder to clients

follow-up

Email Agent

Send a task. Get it done.

CC ask@givance.ai on any email. Attach files. Get finished work back in the thread.

Re: Morrison Family Trust - Annual Review prep

KW
Karen Walsh

We have the Morrison review next week. Can someone cross-reference their trust against the current asset list and flag anything unfunded or changed?

morrison_revocable_trust.pdf
morrison_asset_schedule.xlsx
Givance
Givance AI

Done. I’ve completed the cross-reference:

  • 3 assets not yet titled to the revocable trust
  • Schwab brokerage ($340K) still in Robert Morrison’s individual name
  • Fidelity IRA designation names daughter only — trust says equal to 3 children
  • Vacation property at 118 Lake Dr. added since last review, not in trust
morrison_gap_analysis.xlsx

Chen family - daughter just had a baby

TA
Tom Anderson

Lisa Chen called to let us know her daughter Sarah had a baby last month. Can someone check if this triggers any changes to the trust?

chen_dynasty_trust.pdf
Givance
Givance AI

I’ve reviewed the Chen Dynasty Trust provisions:

  • New grandchild triggers per stirpes distribution update in Article VII
  • Trust currently names 2 grandchildren — needs amendment to add the third
  • Education trust provision ($50K per grandchild) needs new beneficiary added
  • No impact on successor trustee provisions or healthcare directives
chen_amendment_checklist.docx

What changes at your firm

Your team stops doing

Manually cross-referencing trusts against asset schedules
Tracking which assets are funded vs. unfunded
Checking beneficiary designations across institutions
Preparing annual review packets from scratch
Sending client reminder letters for reviews and signings
Building funding checklists after trust execution
Monitoring county recorder filings for deed recordings

Attorneys keep doing

Counseling clients on trust design and strategy
Conducting annual review meetings with families
Making tax planning recommendations
Drafting complex trust amendments
Navigating family dynamics and disputes

See it running for estate planning

We’ll show you how the agent monitors trusts, tracks assets, and keeps client families informed — without adding staff.

Book a Call