Your trust, organized. Everyone who matters, connected.
TrustHelm reads your trust, sets up duty tracking and tasks, and keeps your attorney, CPA, and advisors connected to your plan.
Sound familiar?
You signed your trust. Now what?
Most families leave their trust in a drawer after signing. TrustHelm picks up where your attorney left off. Compliance tracking, funding follow-through, and a connected team that knows your plan.
See It In Action
From document to done in minutes
Features
Everything your trust needs.
Six tools, one plan.
Trust Funding Survey
Keep your trust's funding current without the paperwork. Quick surveys turn missing assets into next steps.
Compliance Tracking
Every duty, mapped to your state's trust code. Know what's required and when, with the statute cited.
Your Trust Agent
Reads your trust, builds your duty list, and answers questions about your plan. Always cited.
Document Vault
Encrypted storage for your trust, deeds, beneficiary forms, and statements. Searchable and shareable.
Network
Connect your attorney, CPA, and advisors. They see what you want them to see.
Record
Everything that's happened to your trust, in one timeline. Decisions, documents, duties, in order.
The People Around Your Trust
Built for everyone who matters.
Your trust isn't just a document. It's a plan that involves your family, your team, and the professionals who help you keep it current.
Trust Holders
Your trust, organized. Your duties, tracked. Your team, connected. Stay current without becoming a part-time trust administrator.
Successor Trustees
Step in with a clear picture and a plan that's already running. No drawer full of paper. No reconstruction project.
Beneficiaries
A clear view of what you're entitled to and when. Restricted access means you see what you should, not everything the trustee sees.
Professionals
Every client trust in one roster. Compliance, audits, and one-click agent actions. Built for attorneys, CPAs, advisors, and brokers.
Each side stays in their own view. Permissions, not assumptions.
Statute compliance for every state
TrustHelm maps your trustee duties to your state's actual trust law. We cover all 50 states and Washington, D.C., including both Uniform Trust Code and non-UTC jurisdictions.
Let TrustHelm manage your trust.
Upload your trust document and your Trust Agent handles the rest. Backed by real trust law, not guesswork. No credit card required.
Free forever for trust holders. No credit card required.