Pricing
Start free, then add more tools when you need them.
Free
Everything most trusts need after signing, at no cost.
- One trust
- Initial trust scan and setup
- Funding Tracker and asset list
- Up to 5 documents per trust
- Up to 3 reminders
- Trust Funding Survey and Annual Trust Review
- Duties from your state’s trust code
- Duties and Provisions
- Manual financial log
- Sharing with co-trustees and successors
- Connect your attorney, CPA, advisor, and insurance agent
Premium
Every TrustHelm tool for keeping the trust up to date.
- Everything in Free, plus:
- Schedule of assets scanner
- Deed scanner
- Account statement scanner (successor trustees)
- Insurance policy scanner
- Priority support
- Trust amendment scannerComing soon
Get a 30-day money-back guarantee on your first subscription payment. Cancel anytime.
Compare Plans
Trust holder features in detail
Everything the Free and Premium plans include, side by side.
Initial scan and setup (one trust)
Trusts per account
Reminders
Summary
Duties and Provisions
Funding Tracker and asset list
Trust Funding Survey
Annual Trust Review
Roadmap
Tasks
Successor trustee accounting (early access)
Schedule of assets scanner
Deed scanner
Account statement scanner (successor trustees)
Insurance policy scanner
Trust amendment scanner
Document upload and vault
Family and trustee sharing (view, edit, admin)
Restricted sharing
Connect attorneys, CPAs, advisors, insurance agents
Record of trust activity
Data export
Support level
Reads the trust's asset list into the funding tracker. Reads a property deed, checks how it is titled, and adds the property to the funding tracker. Reads a bank or brokerage statement, adds the account, and marks it funded when the trust holds it. Reads an insurance policy and checks whether it names the trust exactly. Will read an amendment to the trust and apply what changes. Useful for beneficiary reporting, or for keeping beneficiaries and successors connected without giving them a window into everything. Questions about the trust are answered first.
Pricing FAQ
Questions before you choose
If you don't see your question here, email support@trusthelm.ai and a human will reply.
The trust keeps its records, documents, and free tools. Premium-only tools pause when the client trust has no active Premium term and resume when a new term is active.
Choose your trust plan
Start free and keep your trust organized, connected, and current.