Document Automation
Quick, easy, and reliable document and workflow automation, with integrated AI.
Trev for estate planning
All your workflows. All in one place. With integrated AI.
Built for your practice
Estate Planning Workflow Tools
Client Intake and Assets
Collect client information through guided questionnaires and manage client asset information.
Client Portal
Offer clients a self-guided drafting service under your firm’s branding.
Start with Trev
Build the workflow your firm needs.
Start a free trial or review the available plans for your firm.