Initial scan and setup
Start with the agreement. Upload the agreement once. TrustHelm finds its people, assets, and duties. Check the results before you use them.
You signed your trust. Is it funded?
TrustHelm shows what is in the trust, keeps its duties together, and connects the people named in it.
Sound Familiar
You did the hard part years ago. Then life kept moving.
Each new bank account, home loan, or change to who gets your money either went into the trust or stayed out.
- Trust Signed: A well-drafted plan
- 6 Months Later: Funding stalls in the drawer
- 2 Years Later: Your records and contacts go stale
- Crisis Point: Family scrambles to find help
- TrustHelm Day One: Summary of your trust, in minutes
- 6 Months Later: Funding tracked, people connected
- 2 Years Later: Life changes you report are saved.
- A Living Plan: Ready when needed
From Document To Done
Upload the trust. Get the picture.
TrustHelm finds the people, assets, and duties in the agreement. Check the results, fix details, and add anything missing.
Included on Free
Set up the trust. Keep it ready.
TrustHelm includes the record, the tools to update it, and access for the people who need it.
Funding Tracker and asset list
See what is actually funded. TrustHelm shows which assets are in the trust. Update the record when property or family details change.
Funding Tracker
Checking accountUnfunded
Life insuranceFunded
Home deedFunded
Family and trustee sharing
Bring the right people in. Share the record with family and trustees. TrustHelm keeps the plan in one place so they can find what they need.
Surveys
Catch changes early. Answer short questions about property and life changes. TrustHelm saves your answers for review.
Duties and Provisions
Know what the document says. Read what the trust says and what the law asks of you. Each item shows where it comes from.
Roadmap
See the path ahead. See what to do first and what can wait.
Tasks
Keep needed work visible. TrustHelm keeps your tasks together. Add work for yourself or see tasks from your professionals.
Summary
Get the plain-English picture. TrustHelm shows the people, roles, assets, and key terms in the agreement.
Document upload and vault
Keep the trust papers together. Store the trust, deeds, forms, records, and statements in one place.
Connect your professionals
Work from one record. Connect attorneys, CPAs, advisors, and insurance agents when you need their help.
Record and data export
Leave a clear trail. TrustHelm saves your actions in a timeline. Download it when you need to share or review the record.
Premium
Use the documents instead of retyping them.
TrustHelm adds document scanners, more documents, more reminders, and more than one trust with Premium.
Premium
$149
per year, for one trust
TrustHelm includes everything in Free, plus document scanners, more documents, more reminders, more than one trust, and priority support.
Get startedSchedule of assets scanner
Skip the retyping. Reads the trust's asset list into the funding tracker.
Deed scanner
TrustHelm checks the deed. Reads a property deed, checks how it is titled, and adds the property to the funding tracker.
Account statement scanner (successor trustees)
Read the account statement. Reads a bank or brokerage statement, adds the account, and marks it funded when the trust holds it.
Insurance policy scanner
Check who the policy names. Reads an insurance policy and checks whether it names the trust exactly.
Trust amendment scanner
Coming soon. Will read an amendment to the trust and apply what changes.
The Handoff
Someday someone else opens this folder.
Leave your successor an organized record they can use right away.
Taking over a trust right now? I'm taking over a trust
FAQ
Common questions.
TrustHelm organizes your documents and shows where each item comes from. Your attorney gives advice about your situation.
Find out what your trust actually says.
Upload the trust agreement and get a summary in minutes.