Your trust.
Managed.
In plain English.
Upload your trust documents. Let AI extract what matters. Manage duties, assets, and records from one simple dashboard — without replacing your attorney.
No credit card required
How It Works
Three steps to clarity
1. Upload
Upload your trust agreement and amendments. We support PDFs, scans, and photos.
2. AI Reads It
Our AI extracts parties, assets, duties, and key provisions — in plain English.
3. Manage with Confidence
Track duties, record activity, get reminders, and stay organized year after year.
Features
Everything you need
Trust Overview
Plain-English summary of your trust structure and key provisions.
Duty Checklist
Fiduciary responsibilities extracted from your documents, tracked over time.
Asset Inventory
Living record of trust assets with valuations and activity tracking.
Financial Tracking
Log income, expenses, and distributions for tax and reporting.
Smart Reminders
Never miss a deadline with automated duty and check-in reminders.
Document Vault
Secure storage for trust documents, accessible only to trust members.
Why Trusthelm Exists
Trust administration shouldn't be a burden
When someone creates a trust, they rarely think about what happens next. Years pass. Documents gather dust. The original attorney may have retired. And when the time comes, the successor trustee inherits a mess — not a roadmap.
Trusthelm was built to change that. We help trustees stay organized, understand their duties, and maintain clear records — so the next person in line doesn't have to start from scratch.
Security & Trust
Your data is yours
Encrypted
AES-256 encryption in transit and at rest.
Private
We don't sell your data. Ever. Your trust information stays yours.
Exportable
Download your data anytime. PDF exports, CSV downloads, bulk document retrieval.
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Social Proof
Trusted by trustees nationwide
"Trusthelm helped me understand what I was actually supposed to be doing as a trustee. The duty checklist alone was worth it."
— Sarah M., Successor Trustee
"I inherited a trust with 20 years of missing records. Trusthelm helped me organize everything and stay on top of ongoing duties."
— Michael R., Trustee
Trusted by trustees across all 50 states
Start managing your trust today — free.
Get clarity on your trust duties, assets, and records. No credit card required.
Free forever for basic use. Upgrade for advanced features.