How Trusthelm Works
From uploaded documents to organized trust management in four simple steps.
Upload Your Documents
Start by uploading your trust agreement and any amendments. We accept PDFs, scanned documents, even photos from your phone. Everything is encrypted in transit and at rest using AES-256.
- ✓Trust agreements and amendments
- ✓Wills, powers of attorney, and related documents
- ✓Financial statements and asset records
- ✓Secure, encrypted storage
Drop files here
PDF, JPG, PNG up to 50MB
Parties Identified
Grantor, Trustee, 3 Beneficiaries
Assets Found
Real estate, Investment accounts, Bank accounts
Fiduciary Duties
12 duties extracted from document
Analysis Complete
Powered by Anthropic AI
AI Analysis
Our AI, powered by Anthropic, reads through your documents and extracts what matters: who's involved, what assets are included, what duties you have, and what provisions apply.
- ✓Parties and their roles identified
- ✓Assets catalogued with details
- ✓Fiduciary duties extracted
- ✓Key provisions summarized in plain English
Your Dashboard
Everything organized in one place. Your trust overview, duty checklist, asset inventory, financial records, documents, and reminders — all accessible from a simple, clean dashboard.
- ✓Trust Overview — plain English summary
- ✓Duties — track what you need to do
- ✓Assets — living inventory with values
- ✓Financial Log — income, expenses, distributions
- ✓Documents — secure vault for all files
- ✓Reminders — never miss a deadline
Smith Family Trust
Revocable Living Trust
Next Duty
Tax Preparation
Due in 45 days
Assets
12 Tracked
$2.4M value
Check-in
Upcoming
Annual review
Documents
8 Files
Secure storage
Duty Reminder
Annual tax preparation due soon
Check-in Complete
No changes reported this quarter
Financial Entry Logged
Rental income recorded
Attorney Connected
Your attorney can view activity
Ongoing Management
Trust administration isn't a one-time task. Trusthelm helps you stay on top of duties with check-ins, financial tracking, change summaries, and optional attorney connections.
- ✓Quarterly check-ins track life and asset changes
- ✓Financial log for income, expenses, distributions
- ✓AI-generated change summaries
- ✓Connect your attorney for visibility
- ✓Smart reminders so nothing falls through cracks
Ready to get started?
Upload your first document and see your trust in a whole new light.