Pricing for the trust, and pricing for the practice
Two products built around one trust. Trust holders stay free forever. Professionals pay to manage their roster.
For Trust Holders
Choose how you manage your trust
Free
The default trust experience. Generous enough to keep your trust connected and serviced for life.
- 1 trust
- Initial trust scan and agent setup
- Funding tracker, asset list, document vault
- Duties from your state’s trust code
- Manual financial log
- Sharing with family and beneficiaries
- Connect your attorney, CPA, advisor, and insurance agent
Premium
Unlock the full TrustHelm Agent and tools for trust holders who manage their own affairs.
- Everything in Free, plus:
- Up to 5 trusts
- Full TrustHelm Agent (conversational, on-demand health checks, change reports)
- Financial activity log and document scanner
- Bank connection (Plaid) for automatic financial sync (coming soon)
- Restricted sharing with beneficiaries (controlled-access role) (coming soon)
- Priority support
30-day money-back guarantee on annual plans. Cancel anytime.
The Model
Each side pays its own way.
Trust holders use TrustHelm to keep their plan organized, connected, and current. The professionals on that trust (attorney, CPA, advisor, insurance agent) use it to manage that trust as part of their practice. Both sides see the same data. Neither side subsidizes the other. If you stay free forever, your professionals' tools still work. If your professionals stop paying, your free experience is unaffected.
For Professionals
Pay by the trust, not by the seat
Unlimited seats at your firm. You pay for the trusts you manage, not the people who manage them.
Network Starter
Run your first five trusts free. No payment ask until you grow.
- 5 client trusts
- Unlimited seats at your firm
- Roster view across all trusts
- Compliance engine and audit log
- Partner-side agent (view and notify)
Network Professional
For solo practitioners and small firms scaling past five trusts.
- 25 client trusts
- Everything in Network Starter
- Annual review automation
- Financial reports and exports
Network Firm
For established practices managing a full book of trusts.
- 100 client trusts
- Everything in Network Professional
- Priority support
Network Enterprise
Unlimited client trusts.
Custom terms for trust companies and large firms. Let's talk.
Partner plans can be billed monthly or annually. Trust counts reflect active trust matters. Drafts and archived trusts do not count toward the limit.
Compare Plans
Trust holder features in detail
Everything the Free and Premium plans include, side by side.
Free trusts keep working forever, including initial compliance reminders and state-statute duties. Premium unlocks ongoing agent intelligence and the financial tools. Storage is unlimited within fair use on every plan.
Number of trusts
Initial scan and agent setup (once per trust)
Additional scans and re-scans
Funding tracker
Asset list
Duties from your state’s trust code
Trust journal
Trust Funding Survey
Survey summarization
Initial agent setup
Conversational agent
On-demand health checks
Change reports on new scans
Trust summary refresh
Family sharing (view, edit, admin)
Restricted beneficiary sharing (coming soon)
Connect attorneys, CPAs, advisors, insurance agents
Financial activity log
Bank connection (Plaid) (coming soon)
Financial document scanner
Support level
Storage is unlimited within fair use on every plan.
Compare Tiers
Partner tiers in detail
Capacity scales with your book. Compliance tracking is included from Network Starter; the full agent and AI tools begin at Network Professional.
Trust counts reflect active trust matters. Drafts and archived trusts do not count toward the limit. Paid tiers billed annually. Storage is unlimited within fair use on every plan, both sides.
Client trusts
Seats at your firm
Roster view across all client trusts
Compliance engine and dashboard
Audit log
Partner-side agent on every trust
Health check
Financial reports and exports
Annual review automation
Restricted beneficiary sharing (coming soon)
Support level
Trust counts reflect active trust matters. Drafts and archived trusts do not count toward the limit. Storage is unlimited within fair use on every plan, both sides.
Pricing FAQ
Questions before you choose
If you don't see your question here, email hello@trusthelm.ai and a human will reply.
Yes. Cancellations take effect at the end of your current billing period. No prorated refunds, but no early termination fees either. You keep full access until the period ends.
Choose your side of the trust
Trust holders start free forever. Professionals start free for their first five client trusts. No credit card required for either side.
No credit card required. 30-day money-back guarantee on paid plans. Cancel anytime.