Technology for the trust industry
Larez AI develops intelligent software for trust planning and fiduciary operations - helping people and professionals work with greater clarity, context, efficiency and care.
Family context
Governing documents
Legal framework
Institutional memory
Advisors and counsel
Administration
The industry problem
Trust work is consequential. Its tools should be better.
Trust planning and administration involve fragmented information: documents scattered across firms, family context that lives in conversations rather than files, and professional coordination that depends on memory as much as process.
These are consequential decisions, often spanning generations. The software supporting them should strengthen professional judgment - not bypass it, and not oversimplify what is genuinely complex.
Products
Higgins
A clearer path into trust planning.
Higgins helps families and their advisors organize questions, context, and next steps before - and throughout - the planning process.
Discover Higgins
Alfred
The operating system for modern trust teams.
Alfred brings documents, context, workflows, and professional insight into a more coherent fiduciary operating environment.
Discover Alfred
Higgins
Planning begins with clarity.
Organize the conversation
Helps structure the questions that matter, in plain language, before the first meeting with counsel.
Capture family and planning context
Keeps a clear record of family circumstances, goals, and considerations that shape planning.
Prepare for professional advice
Arrives at meetings with advisors organized, informed, and ready to make the most of the time.
Maintain continuity over time
Keeps context intact as circumstances, advisors, and life stages change.
Planning conversation
What matters most to your family right now?
Context captured: guardianship preferences, business succession, charitable intent.
Ready to review with counsel
Built to support better preparation and better conversations - not to replace qualified counsel.
Alfred
Fiduciary work, better organized.
Trust Document - Review
Irrevocable Trust Agreement, Article IV - Distribution Standards
Contextual insight: 2 related distributions requested this quarter
Awaiting trustee review
Document and context intelligence
Brings trust documents and related context together in one coherent view.
Workflow awareness
Surfaces what needs attention next, and why, across a trustee's book of work.
Communication preparation
Helps prepare clear, accurate communications with beneficiaries and advisors.
Human-led decision support
Presents information and options; professional judgment makes the decision.
Alfred is designed to augment experienced professionals, with judgment and accountability remaining where they belong: with people.
Built for an industry where trust is earned.
Domain respect
Designed around the realities of trust, estate, and fiduciary work.
Responsible intelligence
Human review, clear boundaries, and security-minded product design.
Durable infrastructure
Tools built for long-term relationships, not one-off transactions.
Perspective
The future of fiduciary technology.
Industry
The trust industry's technology opportunity
Read the perspective
Point of view
AI should strengthen fiduciary judgment - not substitute for it
Read the perspective
Infrastructure
From fragmented files to institutional memory
Read the perspective
Building the next generation of fiduciary infrastructure.
We welcome thoughtful conversations with trust-industry leaders, advisors, strategic partners, and prospective design partners.
Larez takes its name from the Lares, the Roman guardians of hearth, home, and legacy.
Larez AI provides technology tools. Nothing on this website constitutes legal, tax, investment, fiduciary, or other professional advice. Larez AI does not provide trust, fiduciary, legal, tax, or investment-advisory services.