From signed trust to fully managed
Scan your trust once. Your agent reads it, sets up your compliance plan, and keeps your professionals in the loop. Most trust holders are done in under ten minutes.
The Flow
From document to done in four steps
Watch how a signed trust becomes a fully managed compliance plan.
Upload
Scan your trust agreement with your phone or upload a PDF. Most trust agreements are 30 to 60 pages and take a few seconds to upload. We encrypt everything in transit and at rest.
AI Scan
TrustHelm reads your trust and extracts the structure. Parties, assets, fiduciary duties, distribution provisions. The scan typically takes under two minutes and surfaces every detail your agent needs to start working.
Agent Setup
Your Trust Agent builds your compliance plan automatically. It maps every fiduciary duty to your state's trust statutes, schedules the recurring ones, and writes the initial trust journal entry. It's the deepest work in the whole setup, and every trust gets it once, free.
Review and Approve
Review what your agent prepared, make any edits, and approve. Your trust is now organized, tracked, and ready to share with your family and professionals. From here, the trust is connected and current.
The Network Side
And your professionals stay connected
While you're following these four steps, your attorney, CPA, financial advisor, and insurance agent get a quiet invitation to join your trust on their side of the platform. They see your trust in their roster, get their own professional tools, and pay for their own subscription. You stay free.
Common Questions
What people ask before they start
If you don't see your question here, email hello@trusthelm.ai and a human will reply.
Yes. Every document you upload is encrypted in transit using TLS 1.3 and at rest using AES-256. Documents are stored in private storage with row-level security, so only your account and your invited collaborators can access your documents. TrustHelm never sells, shares, or trains AI models on your data. See our Security page for the full details.
Scan your trust and see it in ten minutes
The first scan takes a few seconds. The agent setup takes a couple of minutes. You stay free forever.
No credit card required · Free forever · Takes about ten minutes.