Funding Tracker
Keep your trust's funding up to date with ease. Quick surveys help highlight assets to track for retitling, key life events for amendments and more.
Funding Tracker
Checking accountUnfunded
Life insuranceFunded
Home deedFunded
You signed your trust. Is it still true?
TrustHelm helps you review what your trust says, track duties, and keep your family and professional network connected.
Sound Familiar
You did the hard part years ago. Then life kept moving.
Every account opened, house refinanced, and beneficiary changed either landed inside the trust or quietly outside it.
- Trust Signed: A well-drafted plan
- 6 Months Later: Funding stalls in the drawer
- 2 Years Later: Records and contacts go stale
- Crisis Point: Family scrambles to find help
- TrustHelm Day One: Summary of your trust, instantly
- 6 Months Later: Funding on track, network connected
- 2 Years Later: Life events captured as they happen
- A Living Plan: You're covered
From Document To Done
Upload the trust. Get the picture.
TrustHelm extracts people, assets, and duties from your trust. Review the results against your document, correct details, and add anything missing.
A Few Features
Everything your trust needs.
An unfunded trust is a document, not a plan. These five tools keep yours funded, current, and reachable.
Trust Setup
A plain-English summary of your trust, with extracted parties and assets for you to review, correct, and complete before sharing.
Summary
Review parties and assets
Share after review
Keep your people connected
Connect family and trusted professionals, then decide what each person can see.
Document Vault
Encrypted storage for your trust, deeds, beneficiary forms, records, and statements.
Organized and ready to share.
Compliance Tracking
Start with your trust's instructions and applicable legal responsibilities, then track practical Roadmap actions. Review cited sources and any unverified extractions.
Review extracted duties and set reminders
You or your professional network can create tasks
Identify duties from your state's trust code
Audit log
Every meaningful action is recorded in one timeline. The story of your trust builds itself while you work, exportable anytime.
A clear record for the next person.
The Handoff
Someday someone else opens this folder.
Give your successor an organized picture and a clear record, ready when they need it.
Taking over a trust right now? I'm taking over a trust
Find out what your trust actually says.
Upload the trust agreement and get a summary in minutes.