Trust Documents
AI-generated trusts, structured for your strategy.
Draft revocable and irrevocable trusts in minutes. JR3 generates trust documents based on your configured rules, your templates, and your client's estate planning goals.
Trusted by Leading Organizations
Why Do Poorly Structured Trusts Fail to Protect Assets?
Most trust failures trace back to vague distribution provisions, inadequate trustee powers, or failure to properly fund the trust entity. A poorly structured trust can expose assets to creditors, create unintended tax consequences, and leave beneficiaries without the protections your client intended. JR3's Drafting Agent helps reduce that risk. It generates trust documents from your templates and approved language: revocable living trusts, irrevocable trusts, special needs trusts, and asset protection trusts. The Review Agent checks every draft for structural integrity and compliance before execution.
Drafting
From Estate Strategy to Executed Trust in Minutes
Define your client's trust objectives, asset structure, and beneficiary designations, and JR3 delivers a review-ready trust document in minutes. The Drafting Agent pulls from your templates: distribution schedules, trustee powers, spendthrift provisions, and tax optimization clauses. No manual assembly.
Trust Type Selection
Revocable living trusts, irrevocable trusts, special needs trusts, and charitable trusts generated from your configured templates
Asset Scheduling
Schedule A integration for real property, financial accounts, business interests, and personal property with transfer provisions
Trustee Powers
Define successor trustees, co-trustee provisions, and granular trustee powers including investment authority and distribution discretion
Distribution Provisions
Mandatory and discretionary distributions, age-based vesting schedules, and incentive trust provisions tailored to each beneficiary
Trust type selection
Choose from revocable living trusts, irrevocable trusts, special needs trusts, charitable remainder trusts, and more. Each type generates with appropriate provisions and structure from your templates.
Asset scheduling
Automatically generate Schedule A with categorized assets: real property, financial accounts, business interests, and personal property. Transfer provisions and funding instructions included.
Trustee powers
Define successor trustees, co-trustee provisions, and granular trustee powers including investment authority, distribution discretion, and trust protector provisions from your approved language.
Distribution provisions
Mandatory and discretionary distributions, age-based vesting schedules, and incentive trust provisions. The Drafting Agent structures distribution language based on your client's family dynamics.
Enterprise-grade security for your documents
Your confidential documents are processed in transit and never stored. Zero-retention architecture, SOC 2 Type II certified, GDPR compliant.
JR3 is an AI-centric document editing platform that drafts, reviews, and manages trust documents and your entire estate planning portfolio. Instead of starting from scratch or using rigid templates, JR3's legal agents generate customized trust agreements based on your specific parameters: trust type, asset structure, distribution provisions, and trustee powers. Teams using JR3 dramatically reduce trust drafting time, going from hours to minutes per document. One platform handles every document type your practice needs.
Common questions
What types of trusts can JR3 generate?
JR3 supports revocable living trusts, irrevocable trusts, special needs trusts, charitable remainder trusts, asset protection trusts, and more. Select the trust type, define the parties and objectives, and the Drafting Agent generates a complete document using your firm's preferred language.
How does JR3 handle trust funding and asset scheduling?
Can JR3 generate trust amendments and restatements?
How does JR3 handle distribution provisions?
Draft More with Junior
Will Drafting
AI-powered wills built to your client's wishes and state requirements.
Estate Planning
Comprehensive estate planning documents tailored to your client.
Power of Attorney
Generate durable and limited power of attorney documents.
NDA Generator
Create enforceable non-disclosure agreements in minutes.
Stop Spending Hours on Routine Trust Documents
Book a 15-minute demo and we'll draft a real trust document from your templates and approved language, live. No commitment, no credit card.