How TrustHelm Works
Upload your document. Your agent does the rest. No legal background required.
Tip: Click ⚙️ in the video player and select the highest quality for the best experience
Upload Your Documents
Upload your trust agreement and amendments as PDFs, scans, or phone photos. We encrypt everything in transit and at rest.
- Trust agreements and amendments
- Wills, powers of attorney, and related documents
- Financial statements and asset records
- Secure, encrypted storage
Drag & drop or click to upload
PDF, JPEG, or PNG up to 25 MB
Trust_Agreement.pdf
2.4 MB
Assets Found
Real estate, investment accounts, bank accounts
Fiduciary Duties
12 duties extracted from document
Analysis Complete
Structured summary ready to review
AI Scan and Agent Setup
TrustHelm scans your documents and extracts who's involved, what assets are covered, and what provisions apply. Your agent maps every duty to your state's trust statutes and builds your compliance plan automatically.
- Parties and their roles identified
- Assets cataloged with details
- Duties mapped to your state's trust statutes
- Compliance reminders created by your agent
Review and Approve
Your TrustHelm Agent sets up compliance reminders, a full duty checklist, and an initial trust journal entry. Review each item, make any changes, and approve. Your trust is organized in minutes, not months.
- Agent-created compliance reminders with deadlines
- Timed and ongoing obligations from your state's statutes
- Trust journal entry documenting your setup
- Everything editable before you approve
The Smith Family Trust
Revocable Living Trust • Last updated today
4
Assets
3
Duties
2
Reminders
1
Life Change
File annual tax return for trust
Review beneficiary distributions
Update property insurance records
Trust management this quarter
File annual trustee accounting
Due in 14 days • Preparation in progress
Review insurance policy coverage
Policy docs added • Needs final review
Send beneficiary distribution update
Draft prepared • Ready to send
Attorney check-in scheduled
Next review meeting on April 2
Stay Current Without the Work
Your TrustHelm Agent keeps working after setup — smart reminders, financial tracking, and your AI guide run in the background. You stay compliant without becoming a legal expert.
- Smart reminders so you never miss a deadline
- Life change reports with AI-powered guidance
- Annual trust review with agent recommendations
- Financial tracking and trust funding status
Get set up in about five minutes.
FAQ
Common questions
Yes. All documents are encrypted in transit and at rest using bank-level encryption. TrustHelm never sells your data and all storage is private to your account. See our Security page for full details.
Ready to see it in action?
Upload your trust document and let our agent set everything up. It takes about five minutes.