A trust keeps moving.
A signed trust is only the beginning.
Funding, life changes, and handoffs can leave a trust out of date. TrustHelm keeps the agreement, duties, and people together in one plan.
- Signed: Sign a clear trust for those you support.
- Funded: Fund the trust with the right assets.
- Kept current: Update duties as life changes.
- Connected: Keep the trust team on track together.
- Handed over: Give successors what they need to step in.
- Fulfilled: Help the trust reach the people it was for.
Every role has a path.
Families, trustees, and professionals each have a place to start.
I have a trust
You created a trust and want to keep it funded, current, and ready for whoever comes next.
For grantorsEarly accessI'm taking over a trust
Someone named you trustee and you need to know your duties.
For trusteesI'm a professional
Every client trust in one place, for attorneys, CPAs, advisors, and insurance agents.
For professionalsGrounded in State Law
Statute compliance for every state
TrustHelm maps trustee duties to each state's trust law across all 50 states and Washington, D.C.
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.
A trust works better when everyone can do their part.
Upload your trust, see what it requires, and plan what comes next. Check the extracted details before relying on them.