Trust funding tracking software for law firms

Yes. TrustHelm tracks client trust funding for law firms. It is not trust accounting software.

What it does now

TrustHelm tracks the client trust work.

These are the things TrustHelm does for a firm today. Nothing here is on a roadmap.

Start from the signed trust
Upload the trust yourself, or add a client by name and email. The first scan is free.
A draft record you review
TrustHelm reads the trust into a draft record of the people, assets, and duties in it. You review it, and your client confirms it.
Funding on one list
See what each client trust should hold, what is recorded as inside it, and what still needs doing, from one roster.
The trusts where funding has stalled
TrustHelm flags client trusts that have been connected a long time with funding still incomplete, so your firm can follow up.
Notice the changes
Monitoring tells you when a monitored client trust records a change, such as a reported death, a marriage, a divorce, or a new trustee.
A record you can hand over
Keep the dated events for each client trust in one place, and export the visible timeline as CSV or PDF.

Straight answers

TrustHelm organizes and tracks the client trust record. It does not take the place of your judgment or your books.

TrustHelm is not trust accounting software. It organizes the client trust record and tracks the funding work.
TrustHelm does not give legal advice. Your drafting, reviews, and judgment stay with you.
TrustHelm does not retitle an asset, move money, or change who has authority over the trust. Your attorney and the title company do that.

Where to go next

Each of these explains one audience in full.

What an attorney gets: add a client, read the signed trust, and watch the trusts your firm monitors.

The same record and the same monitoring for CPAs, financial advisors, and insurance agents.

The page a family sees. It is the same record your firm works from.

Add your first client trust and see the record TrustHelm builds from the signed document.