Pricing for your trust
Start free, then add more tools when you need them.
For Trust Holders
Choose how you manage your trust
Free
The default trust experience. Generous enough to keep your trust connected and serviced after signing.
- Initial trust scan and setup
- Funding Tracker, asset list, document vault
- Unlimited funding surveys with summaries
- Obligations from your state’s trust code
- Compliance tracking
- Manual financial log
- Sharing with co-trustees and successors
- Connect your attorney, CPA, advisor, and insurance agent
Premium
The full TrustHelm toolkit to keep your trust up to date for life.
- Everything in Free, plus:
- Deed and amendment scans with smart updates
- Schedule of assets scanner
- Financial document scanner
- Restricted sharing: a limited view for any recipient
- Bank connection (Plaid)Coming soon
- Priority support
One-time review
Trust Audit
Find and verify what is funded in your trust before a gap becomes a problem.
$495one time
- A funding diagnosis for one trust
- Document and property-record review
- A delivered report and funding gap list
- Includes 12 months of Premium
- Renews at $149/yr
30-day money-back guarantee on annual plans. Cancel anytime.
Compare Plans
Trust holder features in detail
Everything the Free and Premium plans include, side by side.
Initial scan and setup (once per trust)
Summary
Compliance tracking (your state’s trust code)
Funding Tracker and asset list
Funding Surveys
Schedule of assets scanner
Deed and amendment scans with smart updates
Document upload and vault
Financial document scanner
Bank connection (Plaid)
Family and trustee sharing (view, edit, admin)
Restricted awareness sharing (identity, people, roles, death, and succession)
Connect attorneys, CPAs, advisors, insurance agents
Audit log
Data export
Support level
Pricing FAQ
Questions before you choose
If you don't see your question here, email support@trusthelm.ai and a human will reply.
A Trust Audit verifies a client trust and includes 12 months of Premium. Professionals can buy audit packs and apply one to a connected client trust.
Choose your trust plan
Start free and keep your trust organized, connected, and current.