You've been named trustee. Here's what that means.

Taking over a trust is a lot to carry. TrustHelm reads the agreement, organizes the duties tied to your role, and shows the state-code sections behind them.

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Where You Are

A document you've never read just became your responsibility.

Start with what applies to the trust, in what order, and where it comes from.

  1. The Handoff: A trust becomes your responsibility
  2. 6 Months Later: The binder stays unopened
  3. 2 Years Later: Deadlines pass in silence
  4. Crisis Point: Beneficiaries start asking questions
  5. TrustHelm Day One: Plain-English summary of what's on you
  6. 6 Months Later: Duties tracked, nothing guessed
  7. 2 Years Later: Every action recorded
  8. A Clear Record: You're covered
The binder staysunopened6 Months LaterDeadlines passin silence2 Years LaterBeneficiaries startasking questionsCrisis PointThe HandoffA trust becomes yourresponsibilityTrustHelm Day OnePlain-English summaryof what's on you6 Months LaterDuties tracked,nothing guessed2 Years LaterEvery actionrecordedA Clear RecordYou're covered
6 Months LaterThe binder staysunopened2 Years LaterDeadlines passin silenceCrisis PointBeneficiaries startasking questionsThe HandoffA trust becomes yourresponsibilityTrustHelm Day OnePlain-Englishsummary ofwhat's on you6 Months LaterDuties tracked,nothing guessed2 Years LaterEvery actionrecordedA Clear RecordYou're covered

From Document To Done

Upload the trust. Get the picture.

TrustHelm identifies the people, assets, and cited duties tied to your role.

A Few Features

Everything your trust needs.

Five tools put the document, duties, people, and audit log in one place.

Funding Tracker

See which assets are titled to the trust and keep the funding picture current.

Trust Setup

A plain-English summary of your trust to review against your document. Correct details and add anything missing before sharing.

Summary
Review extracted parties and assets
Ready to share

Keep your people connected

Invite attorneys, CPAs, and advisors, then decide what each person can see.

Document Vault

Encrypted storage for the trust, deeds, statements, and administration records.

Organized and ready to share.

Compliance Tracking

Start with your trust's instructions and applicable legal responsibilities, then track practical Roadmap actions.

Review extracted duties and set reminders
You or your professional network can create tasks
Identify duties from your state's trust code
What comes first, and what can wait

Audit Log

Keep an exportable timeline of meaningful actions by everyone with access.

A clear record for the next person.

Start with the document you already have.

Upload the trust agreement and see what your state's code says about your role.

Get Started for Free