What you'll accomplish
By the end of this guide, you'll be able to upload any lengthy legal document — trust agreements, annuity contracts, divorce decrees, buy-sell agreements — and extract the key financial provisions in 5-10 minutes instead of spending 90-120 minutes reading every page. Claude handles documents up to 200,000 words and excels at extracting specific information from dense legal text.
What you'll need
- A Claude Pro or Claude.ai account ($20/month) — the free version works for shorter documents; Pro handles large files reliably
- The document as a PDF or text (copy-pasted)
- IMPORTANT: Only upload documents that do not contain client-identifying information if you have concerns about your firm's data policy. For many trust documents, you can redact the client's name and SSN while preserving all the financially relevant content.
- Time needed: 15 minutes to learn; 5-10 minutes per document analysis
- Cost: $20/month (Claude Pro)
How-To Guide: Use Claude to Analyze Trust Agreements and Long Documents
Step 1: Create a Claude account
Go to claude.ai. Click Sign Up and create an account with your email. For document uploads, subscribe to Claude Pro ($20/month) — the Pro plan handles larger files reliably and has extended context for very long documents.
What you should see: Claude's chat interface with a paperclip/attachment icon in the message input area.