Trust Setup
A plain English summary of your trust agreement, every party and asset identified, and one place to share it with your family and professional network.
Plain English summary
Parties and assets identified
Ready to share
Where You Are
A document you've never read just became your responsibility.
Most successor trustees find out the same way. A folder, a lawyer's phone number, and a hundred pages of language written for a court rather than a family. Meanwhile the obligations have already started. In most states the clock on notifying beneficiaries begins at death, not at the moment you find the paperwork.
You do not need to become an expert. You need to know what applies to you, in what order, and where it comes from.
Grounded In Your State's Code
Every obligation traces to a section. We show you the section.
TrustHelm maps trustee obligations to your state's actual trust code, across all 51 jurisdictions, including both Uniform Trust Code states and the ones that went their own way. When we tell you an obligation exists, we show you the statute it comes from, in plain English alongside the citation.
UTC statesNon-UTC states
37
UTC jurisdictions
Following the Uniform Trust Code framework
14
non-UTC states
State-specific trust statutes
51
Total jurisdictions
All 50 states + Washington, D.C.
From Document To Done
Upload the trust. Get the picture.
TrustHelm reads the trust agreement, identifies the parties, catalogs the assets, and pulls out the obligations that apply to your role and to where the trust stands right now. What was a hundred pages becomes a short list of what is on you.
In Order, Not All At Once
What comes first, and what can wait.
Not every obligation is urgent, and a list that treats them equally is its own kind of useless. TrustHelm separates what has a deadline running right now from what is ongoing and what only matters later, so the first week has a short list instead of a wall.
You Don't Do This Alone
Bring in the people who already know this trust.
Attorneys, CPAs, and advisors can be invited into the trust with the access you choose. Beneficiaries can see what you decide to share. Everything anybody does is recorded, so the record of your administration builds itself while you work.
A Few Features
Everything your trust needs.
Compliance Tracking
Track obligations cited directly in your trust and in your state's trust code. Know what's required and when with real citations.
Track every obligation cited in your trust and set reminders
You or your professional network can create tasks
Identify obligations from your state's trust code
Record
Every meaningful action taken on TrustHelm is recorded in one timeline. Audit actions taken by anybody with access. Exportable anytime.
Start with the document you already have.
Upload the trust agreement and see what your state's code says about your role.