Attorney Overview

TrustPrep is a client-facing intake organization tool intended to help individuals gather and structure information commonly requested during trust and will consultations.

This page is provided for informational review only. TrustPrep is not a law firm and does not provide legal advice.

Community Partnership

Veteran support

TrustPrep is proud to support local veterans through a community partnership with Veterans Corner. As part of this commitment, 10% of every TrustPrep purchase is dedicated to supporting Veterans Corner programs, with optional customer donation add-ons available during checkout (when available). Quarterly donation updates are published for transparency on our Veteran Support page.

TrustPrep is not affiliated with or endorsed by the U.S. Department of Veterans Affairs or any government agency.

What the packet collects

• Client profile & family structure
• Children / dependents
• Trustees & successor trustees (trust)
• Executor & alternates (will)
• Guardians & alternates
• Beneficiaries & distributions
• Asset categories & notes

What attorneys receive

• A clean, structured PDF intake summary
• Information organized for efficient review
• Client-provided notes in a single document
• No server-stored personal data

What this tool does not do

• Provide legal advice
• Draft legal documents
• Replace attorney judgment
• Create attorney-client relationships

Use with clients (optional)

Some attorneys choose to allow clients to use TrustPrep independently prior to consultation as a way to organize preliminary information.

No partnership, referral, or endorsement is implied or required.

Sample Packets (PDF)

Attorney review

The sample PDFs below demonstrate the structure and formatting of TrustPrep-generated intake packets. These samples contain no real client data and are provided solely for review purposes.

Tip: Samples open in your browser for quick review (print/save if needed).

View Sample Trust Packet (PDF) View Sample Will Packet (PDF)

Client Access Flow

Informational

Clients access TrustPrep independently through a one-time Stripe payment. Upon completion, they are redirected to a secure page where intake forms and PDF generation are available. TrustPrep does not retain client-entered information.