Question 1

How do referrals work?

Accepted Answer

When you join as a partner, you get a unique referral link and a personalized discount code. Share the link with clients and they'll be connected to your practice inside TrustHelm — and the discount auto-applies at checkout. You can also share the code directly: clients who use it get 10% off their first year on any paid plan. Track all referrals from your partner dashboard. The more clients you refer, the higher your partner tier, which boosts your visibility in our attorney directory.

Question 2

Is this really free?

Accepted Answer

Yes. TrustHelm makes money from consumers who upgrade to paid plans. Attorneys pay nothing. There is no catch. You get a partner dashboard, referral tracking, client notifications, and a personalized discount code (10% off your clients' first year). All free.

Question 3

Do I have to manage the technology?

Accepted Answer

No. TrustHelm is a SaaS product clients use directly. Share your referral link and we handle support, updates, and infrastructure.

Question 4

What do my clients see?

Accepted Answer

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.

Question 5

What notifications do I receive?

Accepted Answer

You can opt in to receive notifications when your referred clients report life changes or significant updates. This helps you know when they might need legal assistance. Examples include a new marriage, a new home purchase, a death in the family, or an asset that needs retitling.

Question 6

Can I see my clients' data?

Accepted Answer

No. Client dashboards are private. You only receive high-level notifications about life changes, not the details of their records or documents. Clients can choose to share trust account access with their attorney directly, giving you visibility into their trust when they want your guidance.

Question 7

Are duties backed by actual state law?

Accepted Answer

Yes. TrustHelm maps trustee duties to specific state trust statutes across all 50 states, including both Uniform Trust Code and non-UTC jurisdictions. When your client sees a duty, they also see the legal citation behind it.

Question 8

Does TrustHelm help with trust funding?

Accepted Answer

Yes. TrustHelm tracks which assets have been properly transferred into the trust and which still need attention. Each asset gets step-by-step funding guidance based on its type. For bank accounts and investments, your clients can follow the instructions themselves. For real estate and other assets that need a deed or legal work, TrustHelm connects them directly to an attorney through our Find an Attorney directory. Your compliance dashboard flags unfunded assets automatically, so nothing falls through the cracks.

Question 9

Does TrustHelm help with trustee accounting?

Accepted Answer

TrustHelm prompts trustees to document the reason behind every financial entry, not just the amount. This approach means clients maintain fiduciary-grade records that are ready for year-end accounting, CPA review, or beneficiary reporting.

Your clients stay compliant.
You stay connected.

Funding stalls. Records get lost. Trustees miss their legal obligations.

Stay connected without the overhead

Why attorneys partner with TrustHelm

Billable Pipeline

Stay Informed

Client Clarity

Funding Follow-Through

See exactly what's happening with your referrals

Referral Overview

Recent Activity

Common questions

Your clients' trusts don't manage themselves.

Your clients stay compliant.You stay connected.