Document Generation Guide
How to create, customize, and manage legal documents in ShieldForge
ShieldForge can generate a comprehensive range of estate planning and asset protection documents:
Trust Documents
- • Revocable Living Trusts
- • Irrevocable Trusts
- • Land Trusts
- • Domestic Asset Protection Trusts (DAPTs)
- • Dynasty Trusts
- • Special Needs Trusts
Business Documents
- • LLC Operating Agreements
- • Articles of Organization
- • Nominee Agreements
- • Privacy LLC Documents
Estate Planning
- • Last Will and Testament
- • Pour-Over Wills
- • Powers of Attorney
- • Healthcare Directives
- • Living Wills
Supporting Documents
- • Assignment of Assets
- • Trust Certifications
- • Beneficiary Designations
- • Digital Asset Inventories
Documents are automatically generated based on questionnaire responses and recommendations:
- Questionnaire Completion: Client completes comprehensive intake questionnaire
- AI Analysis: Our AI analyzes responses and generates personalized recommendations
- Document Selection: You approve which documents to generate
- Auto-Generation: Documents are created with state-specific provisions
- Review & Edit: Review generated documents and make any necessary customizations
- Finalize: Approve final versions for client execution
All generated documents can be reviewed and customized before finalization:
- Preview Mode: View documents in formatted preview before downloading
- Edit Mode: Make inline edits to any section of the document
- Version History: Track all changes with complete version control
- Compliance Check: Automatic validation ensures state compliance is maintained
ShieldForge includes powerful redaction controls to protect sensitive information:
Public Version
Redacted version for filing with public records, excludes sensitive details like asset values, beneficiary names, and specific holdings
Private Version
Complete version with all details for internal use, client records, and attorney review
Custom Redaction
Manually select specific sections to redact for custom privacy levels
Privacy Tip: Use the public version when filing trust certifications or LLC documents with government agencies to maximize privacy protection.
Multiple options for exporting documents:
- PDF Export:Download professional PDFs for printing or filing
- Word Format:Export to DOCX for further editing in Word
- Secure Link:Share password-protected links with clients or co-counsel
- Batch Export:Download entire case document sets as ZIP files
Every document includes jurisdiction-specific provisions:
- State-specific statutory language and citations
- UTC (Uniform Trust Code) compliance where applicable
- State-specific execution requirements and witness rules
- Jurisdiction-specific filing requirements and forms
- RUFADAA compliance for digital asset provisions
Legal Disclaimer: While all documents are generated with state-specific compliance in mind, we strongly recommend attorney review before execution. ShieldForge does not provide legal advice.