Upload your trust.
Your AI agent handles the rest.

Compliance reminders, duty tracking, trust funding, and financial records. Set up in five minutes.

No credit card required

Couple reviewing trust information on a laptop
Bank-level encryptionYour data stays private50 state statutes covered

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.

See It In Action

From document to done in minutes

Securely upload your trust document

Wilson Family Trust.pdf

2.1 MB · Trust Agreement

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Features

Everything you need

TrustHelm Agent

Your AI agent reads your trust and sets up compliance reminders, duties, and tracking automatically.

Compliance Tracking

Mapped to your state's actual trust statutes.

Trust Funding Tracker

Track which assets are funded in your trust and what still needs attention.

Financial Tracking

Track trust assets, income, and distributions in one place.

AI Trust Guide

Ask questions about your trust and get personalized answers instantly.

Document Vault

Securely store trust documents, amendments, and financial records.

Plus trust member management, duty tracking, reminders, and more.

What families are saying

I was scared about managing our trust. After we signed it, nobody told me what to do next.

Doreen, Essential Member

Doreen, Essential Member

I don't want to call my attorney every time I have a question about our trust. Half the time it's stuff I should be able to figure out on my own.

Ben, Pro Member

Ben, Pro Member

Statute compliance for every state

TrustHelm maps your trustee duties to your state's actual trust law. We cover all 50 states, including both Uniform Trust Code and non-UTC jurisdictions.

UTC statesNon-UTC states
37
UTC jurisdictions
Following the Uniform Trust Code framework
14
non-UTC states
State-specific trust statutes
51
Total jurisdictions
All 50 states + Washington, D.C.

Let our agent manage your trust.

Upload your trust document and our AI agent handles the rest. Backed by real trust law, not guesswork. No credit card required.