Professional accounts are free, forever, no roster cap
Keep every client trust in one roster. Buy Trust Audits only for the trusts that need them.
Free
The professional account. Everything you need to hold your client book. Free is the account, not a trial.
- unlimited seats at the firm
- uncapped client roster
- initial client trust scan and setup
- compliance engine and dashboard
- attention engine and billable-trigger notifications
- Record and audit log
- document viewing and vault
- the Finances view
- Network and invites
- acting on a client's behalf within that client's plan
Trust Audit packs
One-time audits you apply to client trusts. Each audit includes 12 months of Premium for one trust, provided by your firm.
Each audit includes 12 months of Premium.
Scanning and setup stay free.
Unused audit units never expire. No minimum purchase.
The Model
Every client trust starts free. Add Premium only when it needs more.
How sponsorship works
Sponsorship adds Premium tools to a client trust. Scanning stays free.
- 1
Add and scan any client trust for free.
- 2
Buy a Trust Audit only when a client trust needs verification and 12 months of Premium.
- 3
Your client gets the audit and 12 months of Premium, provided by your firm. Renew later from the roster if it still helps.
At the end of 12 months of Premium, the trust drops to Free and keeps every document, asset, and record. Your roster groups expiring clients into a single renewal. Anyone on the trust can renew at $149/yr.
Pricing FAQ
Questions before you choose
If you don't see your question here, email support@trusthelm.ai and a human will reply.
A pack contains one or more Trust Audits. Each audit verifies one client trust and includes 12 months of Premium.
Bring your client roster together
Create a free professional account and add every client trust.