Your firm. Your case.
Your time back.
A trust dispute lands on your desk and brings eight years of bank statements, six tax returns, three trust amendments, and a binder of correspondence with it. Your client is paying you to litigate the case, not to spend Saturday reading 1041s. TrustAI reads the documents, traces the money, drafts the petition, and tells you which of your outside experts you actually need to call. You stay on the case work.
Trust and estate cases punish small firms for not having a CPA in the next office.
The cases that pay best — contested trusts, fiduciary fights, multi-year estate disputes — are the same cases that drown a small firm in document review. The work that wins is buried under the work that doesn’t.
- Tax returns you didn’t go to law school to read. Form 1041s, 1065s, 1120-S, 1040 — and you need them to find what the trustee paid out and what they didn’t report.
- A second opinion you can’t afford on every output. The forensic CPA is $400/hr. You can’t run her against every theory.
- Statute look-up that eats the morning. Texas Property Code, Trust Code, Estates Code, and Business Organizations Code interleave on a single set of facts.
- Document handoff between you and your assistant. Scanned PDFs, photographed phone-screen captures, faxed exhibits. Half don’t OCR cleanly.
- Court-filing drafts that take a week to first revision. Petition, motion, discovery requests — the boilerplate alone is a day.
- A timeline you keep rebuilding. Every new document moves three dates. You re-do the chronology every Tuesday.
Every mode works on the same case context. You don’t re-explain the family tree across analyses.
A case in TrustAI carries one shared context — parties, dates, accounts, trust instruments, relationships, conflicts, claims. Every analysis mode draws on that context. You upload the documents once; the modes work over them in the order you need them.
- Legal analysisClaims, defenses, statutory hooks, jurisdictional notes — applied to the case file you uploaded.
- Forensic accountingMoney tracing, suspect transfers, self-dealing indicators, fiduciary duty breaches across account statements.
- Financial forensicsTrace every dollar; find every discrepancy. Trust accounting and partnership accounting framed for cross-examination scrutiny.
- Tax analysisForms 1041, 1065, 1120-S, and 1040 — what the trustee reported, what the K-1s show, where the gaps are.
- Valuation analysisReal estate, business interests, closely-held company stock, life insurance — flagged for cross-check.
- Property & insurance analysisReal estate transactions, insurance proceeds, and property-rights questions tied to the trust or estate at issue.
- Fiduciary reviewTrustee conduct against the standard of care, prudent investor rule, conflict-of-interest pattern detection.
- Court filing preparationPetitions, motions, discovery requests — drafted against your case facts and the operative jurisdiction.
- Mediation preparationSettlement-range modeling, opposing-party concession analysis, bracketed counter offers.
- Entity mappingWho owns what, through which entity, when the layer was created, why it might have been.
- Timeline reconstructionEvery dated event across every document on one chronological spine. Re-runs when you add a new exhibit.
- Communication draftingLetters to opposing counsel, demand letters, beneficiary updates — from your case’s factual record.
- Professional triageIdentifies which outside professional you actually need to call (forensic CPA, valuation expert, tax attorney, mediator) and prepares the engagement packet.
An independent second pass on every analysis — proven on the case it was built against.
Every analysis your firm runs gets a second independent pass — same documents, same case context, fresh review. Divergences between the two passes are flagged for human review and recorded as part of your case file, instead of disappearing into one opinion you have no way to test.
The standard was proven on the multi-year contested trust dispute TrustAI was built against: findings independently cross-checked, the agreements and disagreements recorded as part of the case evidence. That is the bar every case now runs to.
Every analysis runs through a second independent pass. Where the second pass diverges from the first, the disagreement is flagged for a person and written into the case file — never quietly smoothed into one opinion you have no way to test. The result is a work product you can defend: each step recorded on a tamper-evident trail you can hand opposing counsel, externally verifiable without anyone having to take your word for it.
Texas Trust Code, Property Code, and Business Organizations Code, built into the analysis.
If your case is in Texas, the Trust Code, Property Code, and Business Organizations Code statutory framework is built into the analysis, section by section. Texas Estates Code key sections are embedded today, with deeper section-by-section coverage as the next build. If your case is somewhere else, the same approach extends to your state. TrustAI maintains the depth; the case context is yours.
Scanned. Photographed. Faxed. Twice-photocopied. Read all the same.
Typed PDFs, scans, photographs, faxed exhibits, twice-photocopied pages — they are all read and transcribed the same way. And the version of each document that drove your analysis is the version you can prove later. You don’t pre-clean documents to make the platform happy. You upload what your client gave you.
Every analytical step is anchored on a hash chain that doesn’t depend on TrustAI staying online.
Every document ingested, every finding written, every cross-validation pass — appended to a tamper-evident chain and anchored externally, so the record stands on its own. Verifying it doesn’t require trusting Bonis Systems, doesn’t require TrustAI to still be online a year from now, and doesn’t require the platform you used to be the platform you go to court with. The audit trail is yours, externally verifiable, with public tooling.
The same hash chain anchors the rest of TrustAI’s parent platform. One product goes away, the chain stays verifiable. That matters when a case ages out the normal product lifecycle and the underlying record still has to hold up.
Talk to the founder directly.
TrustAI is operated by Bonis Systems LLC — an AI-native firm with principal founder Jonis Aaron Fields and an AI co-founder. There is no sales team and no procurement queue. Email or call directly; if it’s a fit, you get access to the platform and a real conversation about your case context. If it isn’t, you get an honest answer about what TrustAI does and doesn’t do today.
Pricing on request — this is a working production system, not a free trial.