Your clients' trusts,
actually managed.
Give your clients a guided dashboard for trust administration — while you stay in the loop and build a pipeline for billable work.
The Problem
Funding stalls. Records get lost. Families return with a mess.
You draft a beautiful trust. Your client signs it. And then... nothing. Years pass. The original trustee loses the documents. No one kept records. When the time comes, the successor trustee walks into your office with a shoebox of confusion.
Meanwhile, you're busy with new clients. You don't have time to hand-hold every trustee through administration. But when things go wrong, guess who gets the call?
For Your Clients
From document chaos to organized clarity
Upload
Clients upload trust documents to a secure vault — no more shoeboxes.
AI Dashboard
AI extracts parties, assets, and duties into a clear, actionable dashboard.
Ongoing Management
Check-ins, reminders, financial tracking — they stay organized year after year.
For You
What's in it for your practice?
Clients Actually Cared For
Your clients' trusts stay organized. Their successor trustees inherit clarity, not chaos.
Check-in Notifications
Get notified when clients complete check-ins or report significant changes. Know when they need help.
Your Firm Branding
Your firm name appears on your referred clients' dashboards. They remember who helped them.
Completely Free
No setup fees. No monthly charges. No catch. This is a value-add for your clients at no cost to you.
How It Works
Partner in 4 steps
Sign Up
Create your free Trusthelm partner account and complete your firm profile.
Get Your Link
Receive a unique referral link tied to your firm.
Share With Clients
Send the link to clients when you deliver their trust documents.
Stay in the Loop
Receive notifications on check-ins and changes. Your branding appears on their dashboard.
FAQ
Common questions
Is this really free?
Yes. Completely free for attorneys and their clients. We make money when clients upgrade to premium features, but the core product and partner program are free.
Do I have to manage the technology?
No. Trusthelm is a SaaS product your clients use directly. You just share your referral link. We handle support, updates, and infrastructure.
What do my clients see?
They see a clean dashboard with their trust overview, duties checklist, asset inventory, financial records, and documents. Your firm name appears as their referring attorney.
What notifications do I receive?
You can opt in to receive notifications when your referred clients complete quarterly check-ins or report significant changes. This helps you know when they might need legal assistance.
Can I see my clients' data?
No. Client dashboards are private. You only receive high-level notifications about check-ins and changes, not the details of their records or documents.
Become a Trusthelm Partner — Free
Give your clients the gift of organized trust administration. Stay in the loop. Build your practice.
No fees. No commitments. Just better client outcomes.