Trust administration that scales

Corpus turns trust documents into structured intelligence so trust officers can manage more trusts with greater consistency and better documentation.

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Why trust administration doesn't scale

Trust documents are dense, unstructured legal instruments. Finding a specific provision means searching through hundreds of pages.

Institutional knowledge lives in people's heads. When a senior trust officer leaves, years of expertise walk out the door.

Every distribution request means manually re-reading the trust. Onboarding a new trust takes days of manual review.

There's no systematic way to check a trust against company policy before accepting it. Decisions happen ad hoc, not consistently.

Accept trusts with confidence. Corpus extracts what matters and checks it against your policies.

Extract key parties from trust documents: grantor, trustees, trust protectors, beneficiaries, and their respective roles and powers
Identify signatures and key provisions automatically
Compare extracted provisions against your company's acceptance policy to determine suitability
Establish company-specific acceptance criteria that are systematically applied to every incoming trust

Generate structured summaries that traditionally take hours of manual work.

Automatically generate a synoptic record — a structured summary capturing essential terms, parties, distribution standards, and trustee powers
Standardized format across all trusts for consistency and easy reference
Work that traditionally takes hours, completed in minutes
Every extracted provision linked back to its source in the original document

Query trusts, evaluate requests, and document decisions — all grounded in the source document.

Query any trust in natural language and get answers with citations to the actual provisions
Track client communications and distribution requests in context
Evaluate distribution requests against trust provisions automatically
Every AI-assisted decision documented with citations, creating an audit trail

Securely upload trust agreements, amendments, and related documents. Corpus maintains version history and handles complex PDFs.

AI identifies and extracts parties, distribution standards, trustee powers, and key provisions — creating a structured, queryable knowledge base.

Extracted provisions are evaluated against your company's acceptance criteria and compliance checklists.

Trust officers query trusts, evaluate requests, and document decisions — all with AI assistance grounded in the source documents.

Corpus is designed for institutions administering trusts at scale — not individual trustees or estate planners.

Scale your trust administration capacity without proportionally scaling headcount. Manage more trusts per officer with greater consistency.

Quickly surface relevant provisions when working with investment advisors, distribution committees, and trust protectors.

Spend less time searching through documents and more time building relationships with beneficiaries and their advisors.

We're working with select trust companies to refine Corpus. Request a demo to see how it works.

Request a Demo