For families
If you made the trust and still run it, this page shows what TrustHelm does for you.
See TrustHelm for familiesYes. TrustHelm is a web app for families who already have a trust. Upload the agreement and it becomes a record you keep current.
What it does now
These are the things TrustHelm does today. Nothing here is on a roadmap.
Upload the agreement once. TrustHelm finds the people, assets, and duties in it, and you check the results before you use them.
The Funding Tracker shows which assets are in the trust and what still needs doing. You update the record when property or family details change.
Keep the trust, deeds, forms, and statements together, and download them when you need them.
Share the record with family and trustees. You choose what each person can see or change, and you can change it later.
Read what your state requires of you and where each item comes from. Your attorney advises you about what applies to you.
TrustHelm saves your actions in a timeline, and you can download the record to share or review it.
Straight answers
TrustHelm organizes and tracks the trust. It does not take the place of your attorney.
Where to go next
Each of these explains one audience in full.
If you made the trust and still run it, this page shows what TrustHelm does for you.
See TrustHelm for familiesIf you are taking over a trust from someone else, this is the page for you.
See TrustHelm for trusteesIf a professional helps your family, this is the page for them.
See TrustHelm for professionalsUpload the agreement and see the people, assets, and duties in it.