Areas of Focus
AI Development
Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families.
01
The Challenge
Trust & Will partnered with Artium to bring the power of agentic AI to their estate planning platform, enhance the productivity of their development teams, and learn how to effectively integrate AI into their product along the way.
Central to this collaboration was the goal of co-creating an AI powered assistant, which would empower their advisors to craft highly personalized estate plans that adapt to the evolving needs of each client.
02
The Solution
In just 8 weeks of partnership Artium and Trust & Will built a solution that provides advisors with intuitive, guided access to deep product knowledge and actionable client insights through a highly intelligent interface - everything needed to craft the optimal estate plan.
By adopting and mastering agentic engineering tools (including OpenAI codex?) Trust & Will were also able to increase their team’s productivity by 4x.
“Through our collaboration with Artium AI, we’ve launched multiple AI powered features that elevate the advisor experience and streamline estate workflows - and we’ve increased our velocity using agentic engineering practices."
“We’re grateful to Artium AI for helping us reimagine how estate planning integrates into modern wealth management.”
Cody Barbo, Trust & Will CEO
03
The Outcome
The initiative was so successful that Trust & Will almost immediately unveiled their new capabilities and our partnership with them publicly, solidifying their position as a true innovator and market leader in the legal and estate planning field.