The post-signing infrastructure your firm doesn't have.
Manage every client trust from one roster. Track compliance against your state's statutes. Cut the post-signing email chain.
The Problem
Funding stalls. Records get lost. Trustees miss their legal obligations.
You draft a beautiful trust. Your client signs it. Then years pass. Funding stalls. Life changes go unreported. Nobody tracks what the state requires of the trustee. TrustHelm tracks what's funded and what isn't, keeps clients compliant, and keeps them connected to your practice when it's time for billable work.
How It Works for Your Practice
Stay connected without the overhead.
Your clients do the day-to-day work of staying compliant. The agent does the heavy lifting. You stay informed when something matters.
Client signs their trust
They invite you to TrustHelm
- 3
Trust appears in your roster
The TrustHelm Agent reads their trust and builds their compliance plan.
- 4
You stay informed.
Wilson Family Trust
Added to your roster- Set up by TrustHelm Agent · 5 tasks created
- Compliance plan: 5 tasks based on Ala. Code § 19-3B
- Trust funding survey scheduled for client (30 days)
- Next billable trigger flagged: annual accounting filing in 8 months
- Your client can invite you to view this trust at any time.
For Your Practice
Why partners use TrustHelm.
It’s not about adding work to your day. It’s about catching the moments where your practice gets pulled back in.
Billable Pipeline
When clients understand their trust, they come back for amendments, retitling, and reviews. TrustHelm keeps your practice top of mind without you sending a single email.
Stay Informed
Get notified when a client reports a life change or assets are funded or untitled. You decide what’s worth a billable hour and what isn’t.
Client Clarity
Your clients get an organized view of their trust, their duties backed by state statutes, and compliance tasks. All in plain English.
Funding Follow-Through
TrustHelm tracks which client assets are funded and which aren’t. When something needs retitling, your client knows and they call you.
The work happens whether you're looking or not. We just tell you when it matters.
For Every Specialty
Built for the full estate planning team.
Different professionals see different parts of the trust. TrustHelm gives each role the surface they need, all anchored to the same source of truth.
Attorneys
Track every client trust.
CPAs
See trust accounting events.
Financial Advisors
Know which trusts are funded.
P&C Brokers
Catch coverage gaps early.
Life Brokers
Get notified on life events.
Each professional sees their own view. The trust holder decides who connects to what.
FAQ
Common questions.
Your client signs their trust, then invites you to TrustHelm. The agent reads the trust, builds the compliance plan, and surfaces the moments when your client needs your help. You stay in their network without sending unprompted emails. When a life event happens or assets need retitling, you get notified. The work that’s worth a billable hour finds you instead of you chasing it.
Have a question we didn't cover? Reach out at partners@trusthelm.ai.
Partner Pricing
Start free. Grow with your roster.
Up to 5 client trusts at no cost. Paid tiers unlock when your firm scales beyond that. Unlimited seats at every tier.
Network Starter
Up to 5 client trusts · Unlimited seats
- All compliance tracking included
- Trust Funding Survey for every client
- Client invites and roster management
Network Professional
Up to 25 client trusts · Unlimited seats
- Everything in Starter
- Full agent and AI tools
- Annual review automation
- Financial reports and exports
Network Firm
Up to 100 client trusts · Unlimited seats
- Everything in Professional
- Priority support
Network Enterprise
Unlimited client trusts
- Custom terms for trust companies and large firms.
Your client's trust shouldn't end up in a drawer.
TrustHelm keeps your clients' trusts current and keeps you in their network. Start with 5 free client trusts. No credit card required.
Free to start. Unlimited seats per firm.