Document Vault
Encrypted storage for your trust, deeds, beneficiary forms, records, and statements.
Sound Familiar
You did the hard part years ago. Then life kept moving.
You paid for the trust, signed it, and put it somewhere safe. Since then you have opened accounts, sold a car, refinanced a house, changed a beneficiary. Every one of those either landed inside the trust or quietly outside it, and most people have no way to tell which.
The Part That Quietly Fails
An unfunded trust is a document, not a plan.
The single most common failure is not a badly drafted trust. It is a trust that never got funded, or one that drifted out of alignment as assets changed. TrustHelm tracks what is titled to the trust, what is assigned, and what is still sitting outside it.
A Few Features
Everything your trust needs.
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
Network
Connect your family, attorney, CPA, and advisors. Decide what you want them to see.
The Handoff
Someday someone else opens this folder.
The person who takes over will be doing it on the worst week of their life. What they inherit is either an organized picture with a clear record, or a banker's box. Naming your successor trustee in TrustHelm now means they get access the moment they need it, along with everything you have already organized.
Taking over a trust right now? I'm taking over a trust
From Document To Done
Upload the trust. Get the picture.
TrustHelm reads your trust agreement, summarizes it in plain English, identifies every party and asset, and maps the obligations that apply while you are living and administering it.
Find out what your trust actually says.
Upload the trust agreement and get a plain English summary in minutes.