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.
The 13 modes work on the same case context. You don’t re-explain the family tree thirteen times.
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.
Cross-validation on every output. Multi-model methodology demonstrated on the founding case.
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 multi-year contested trust dispute that TrustAI was built against was independently processed through three frontier models — Anthropic Claude, OpenAI ChatGPT, and xAI Grok — via their public web interfaces. The convergence and divergence among the three were ingested into the case record as cross-validation evidence. That established the methodology TrustAI is built on.
Production today runs Anthropic Claude (claude-sonnet-4-6) as primary,
with OpenAI GPT-5.5 and xAI Grok running in parallel as independent cross-validators
on every findings-level inference. Each vendor call emits a Knox-anchored
receipt with vendor name, model, content commitment hash, and latency. Cross-checks
produce a consensus anchor when shadow vendors converge with the primary, or a
divergence anchor when any shadow falls below the consensus threshold. Both outcomes
are publicly readable on TrustAI’s Knox chain at /api/blockchain/blocks
and /api/blockchain/verify. Vision-extraction perception tasks remain
Anthropic-primary because cross-vendor PDF parity is incomplete; the findings
derived from extracted text run the full cross-check downstream. The shadow vendors
have not been trained on the methodology this firm uses — their independent
non-conformity is the basis of the cross-check, not a single-vendor self-review.
Texas Trust Code, Property Code, and Business Organizations Code embedded in the analytical prompts.
If your case is in Texas, the Trust Code, Property Code, and Business Organizations Code statutory framework is in the prompts with section text. Texas Estates Code coverage is named in the prompt-instruction layer and is the next coverage build. If your case is somewhere else, the architecture is set up to extend the same pattern to your state. The prompt library is the moat; the case context is yours.
Scanned. Photographed. Faxed. Twice-photocopied. Read all the same.
PDF text parsing first; for scans, photographs, and faxed exhibits, every page goes to a vision-language model that reads pixel-level content and transcribes it. Every document is SHA-256 hashed on ingest so the version 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 SHA-256 hash chain, rolled into hourly Merkle trees, anchored to the Bitcoin blockchain via OpenTimestamps. The verification 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.