A trust document tells your trustee what to do. It can never let your family actually see your face and hear your voice, answering the question they're facing in that moment. The Trust Voice makes that possible — for your trustees and beneficiaries, decades from now, in your own words.
No financial account details are ever discussed or collected.
"Would Harold want the trust to pay for a graduate degree with no clear career path, or a second time going back to school later in life?"
"I don't think there's one right answer to that. If someone's genuinely following something they care about, I don't need it to lead straight to a paycheck. But if it starts to look like school is just a way to avoid figuring out what's next, that's different — and I trust my trustee to tell the difference, even if I can't spell out the rule myself."
Every 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 one 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. Developed with input from trust attorneys, private wealth advisors, and corporate trustees — so the questions we ask reflect what actually matters when it counts. Every session is professionally recorded on video.
The recorded interviews are organized into a private, searchable archive built exclusively from the grantor's own words. Ask a question and it gives a short written answer that cites the grantor's recorded words, with the video cued to that moment. This is what makes the grantor's own words available on demand, for as long as the trust endures.
When a trustee or beneficiary asks a question — today, or decades from now — the Voice Archive gives a short written answer that cites the grantor's own recorded words, 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 — for as many years as anyone still needs to ask.
Estate planning documents explain what should happen. The Trust Voice preserves why.
Think about what that actually means: your children, your grandchildren, decades from now, still able to see your face and hear your voice — still able to ask you something and have you answer. That's not a video sitting in a drawer. That's you, still here for them, long after you're not here to ask directly.
What an amazing tool — it allows me to convey my written wishes and directives in a soft but concise manner. I leave behind clarification for my trustee and heirs for specific situations that are important to me, and it also allows me to tell impacted heirs my “why.” Closing out my communication with the ability to speak directly to my heirs is a gift to them and to me. I’m grateful for this personal and heartfelt tool.
I stepped into the interview not knowing what to expect, but it quickly became an organic conversation about many of the things that matter the most to me. The process was thoughtful, easy, and more meaningful than I expected. I came away feeling like my values, my wishes, and the “why” behind them had been captured in a way that the written word might not. This is really a gift to my family so they can hear it in my words.
Every answer the Voice Archive provides is anchored to video of the grantor speaking in their own words — verified, timestamped, and drawn directly from the grantor's own words. Not an interpretation. Verified record.
When the Voice Archive 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 Archive 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 private virtual vault — a secure, redundant archive — available for as long as the trust remains active, whether that is 10 years or 60.
Complements your trust documents with a contemporaneous record of your client's own reasoning, without stepping into legal advice.
Gives your officers real context for the discretionary decisions your clients already trust you to make.
A holistic legacy tool that fits the "family CFO" role you already play for your clients.
A differentiator no competing institution is offering, and a natural door into deeper legacy conversations.
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. Developed with input from trust attorneys, private wealth advisors, and corporate trustees — so the questions we ask reflect what actually matters when it counts.
For clients facing contested or high-risk signings — blended families, late-life amendments, disinherited heirs — a contemporaneous, well-documented record of your client's own reasoning is a meaningful layer of protection against a future contest. It's the same logic behind arranging a capacity evaluation for a high-risk signing, applied more broadly.
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 thoughtfulness 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.
The Trust Voice is available by referral through select estate planning attorneys and wealth advisors, and by direct inquiry.