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Uptiq's Document AI extracts settlor, current and successor trustees, named beneficiaries, revocable or irrevocable status, and the trustee's express power to borrow and encumber trust property, landing the result in the closing checklist and the signing authority record.
Trusted by financial institutions across banking, lending & credit
What Is This
A trust agreement is the instrument creating a trust and naming its settlor, trustee, and beneficiaries, and at closing it establishes whether the trustee may borrow against and pledge trust property being taken as collateral.
Uptiq's Document AI extracts settlor, current and successor trustees, named beneficiaries, revocable or irrevocable status, and the trustee's express power to borrow and encumber trust property, landing the result in the closing checklist and the signing authority record.
Certification of trust delivered in place of the full instrument routinely omits the borrowing and encumbrance clause the closing table needs to read
The Solution
Uptiq's Document AI extracts settlor, current and successor trustees, named beneficiaries, revocable or irrevocable status, and the trustee's express power to borrow and encumber trust property, landing the result in the closing checklist and the signing authority record.
The result: your team spends time on judgment calls, not re-keying trust agreement data — measured across production deployments.
What Uptiq Extracts
A sample of the structured fields Uptiq's Document AI captures from this document type.
| Field | Example |
|---|---|
| Trust Name | Ortega Living Trust dated 2018-03-06 |
| Settlor / Grantor | Miguel A. Ortega |
| Current Trustee | Miguel A. Ortega |
| Successor Trustee | Carla Ortega Nunes |
| Revocable or Irrevocable | Revocable |
| Power to Borrow and Encumber | Granted — Article VI, Sec. 6.4 |
| Named Beneficiaries | 2 primary, 1 contingent |
| Certification of Trust on File | Yes — dated 2026-01-22 |
{
"trust_name": "Ortega Living Trust dated 2018-03-06",
"settlor_grantor": "Miguel A. Ortega",
"current_trustee": "Miguel A. Ortega",
"successor_trustee": "Carla Ortega Nunes",
"revocable_or_irrevocable": "Revocable",
"power_to_borrow_and_encumber": "Granted — Article VI, Sec. 6.4"
}Key Benefits
Uptiq's Document AI extracts settlor, current and successor trustees, named beneficiaries, revocable or irrevocable status, and the trustee's express power to borrow and encumber trust property, landing the result in the closing checklist and the signing authority record.
Certification of trust delivered in place of the full instrument routinely omits the borrowing and encumbrance clause the closing table needs to read
Co-trustee provisions can require two signatures where only one trustee shows up to sign
Every extracted field traces back to its source page — examiner-ready documentation, every time.
100+ native integrations across loan origination systems, cores, and workflows. No new infrastructure.
Process more trust agreement volume with your existing team as application volume grows.
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
The trust agreement arrives via email, portal, or upload. AI classifies it automatically.
Fields are extracted at 95%+ accuracy with full data lineage back to the source page.
Extracted fields are validated and structured for downstream use.
Structured, extracted data lands in your existing loan origination or servicing system.
Common Questions
Related Document Types
Book a 30-minute session. We'll run a live extraction demo on your own trust agreement documents.
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