Initial scan and setup
Start with the agreement. Upload the agreement. TrustHelm finds the people, assets, and duties in the trust you administer.
Early access
You were named successor trustee. Here is what to do next.
TrustHelm helps you list what the trust owns, shows the duties for your role, and keeps the work in one place.
Where You Are
A document you've never read just became your responsibility.
TrustHelm shows the duties for your role, each with its source.
- The Handoff: A trust becomes your responsibility
- 6 Months Later: The binder stays unopened
- 2 Years Later: Deadlines pass in silence
- Crisis Point: Beneficiaries start asking questions
- TrustHelm Day One: Plain-English summary of your duties
- 6 Months Later: Duties tracked, nothing guessed
- 2 Years Later: Every action recorded
- A Clear Record: You're covered
From Document To Done
Upload the trust. Get the picture.
TrustHelm finds the people, assets, and duties for your role. Each item shows where it comes from.
Included on Free
Start from scratch. Build a clear trust record.
Even if nothing was left in order, the free plan has the tools to run the trust.
Roadmap
See the next steps. See what to do first and what can wait.
Funding Tracker and asset list
Find what the trust owns. TrustHelm helps you list what the trust owns. See what is in the trust and what may still need to move.
Funding Tracker
Checking accountUnfunded
Life insuranceFunded
Home deedFunded
Successor trustee accounting
Keep the money records together. After you take over, write down money in and money out. TrustHelm turns it into a statement you can share.
Surveys
Find what you need to know. Answer short questions to find what the trust owns. One survey is just for new trustees.
Duties and Provisions
Know what the role asks of you. Read what the trust says and what the law asks of you. Each item shows where it comes from.
Tasks
Keep needed work visible. TrustHelm keeps your tasks together. Add work for yourself or see tasks from your professionals.
Document upload and vault
Keep the trust papers together. Store the agreement, deeds, statements, notices, and other trust records in one place.
Co-trustee and family sharing
Keep everyone up to date. TrustHelm keeps one record for co-trustees and family. Share it with the people who need it.
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 record. 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.
For successor trustees, TrustHelm’s Premium statement scanner reads a bank or brokerage statement and fills trustee accounting without typing each transaction.
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.
FAQ
Common questions.
While the grantor runs the trust, the grantor makes the decisions. When you take over, TrustHelm helps you start with the agreement.
Start with the document you already have.
Upload the trust agreement and see what your state's trust law says about your role.