Pricing

Start free, then add more tools when you need them.

The Model

Connect for free. Sponsor Premium to keep a client current. Monitor when one goes stale.

Work in connected trusts for free. Monitored trusts show changes and quiet trusts in the app. Summary emails are opt-in.

Free Professional

See every client's trust, people, assets and duties in one place. Work inside it with your whole team.

$0
  • First three monitored trusts free
  • Unlimited seats and connections

Monitor

Everything in Professional, priced per trust above your free three.

$5

$5/mo or $50/yr for each additional monitored trust

4 monitored trusts (3 free, 1 paid)

We watch each monitored trust for life changes, stalled funding, and trusts that go quiet. You see them in the app and can get them by email.

Monitoring more than 100 trusts? Talk to us.

Every plan has unlimited seats and unlimited client connections. Plans are sized by the trust, never by the seat. Sponsored trusts do not count while you sponsor them.

Client Premium

Sponsor a client's Premium

Single

$159

One Premium sponsorship

Pay once. Each sponsorship gives one trust a year of Premium.

5-pack

$745

$149 each

Pay once. Each sponsorship gives one trust a year of Premium.

25-pack

$3,475

$139 each

Pay once. Each sponsorship gives one trust a year of Premium.

A sponsorship is a one-time purchase of one year of Premium for one client trust. That trust does not use your monitoring count during the sponsored year. See what Premium includes

Compare Plans

Professional plans in detail

Every plan has unlimited seats and client connections. Add monitoring as your client list grows. Sponsorship adds Premium for one year.

Professional (free)

Price

Monitoring prices apply to each trust above the free three. A sponsorship buys one year of Premium for one trust.

$0
Connect to client trusts and work inside them
Seats and client connections
Unlimited
Monitored trusts

Includes the Tasks board, What changed, and your firm's Checked record. Trusts that go quiet appear in your opt-in summary email. Instant emails start above the free three. After the sponsored year, the trust uses your monitoring count unless you sponsor it again.

Up to 3
Client gets the Premium toolkit

Sponsorship gives the client Premium for one year.

Use Premium tools on the client's behalf

Use these tools when the client trust has Premium, whoever paid. Your access still follows the client's permissions.

If the client has Premium

Added monitoring

Price

Monitoring prices apply to each trust above the free three. A sponsorship buys one year of Premium for one trust.

$5/mo or $50/yr
Connect to client trusts and work inside them
Seats and client connections
Unlimited
Monitored trusts

Includes the Tasks board, What changed, and your firm's Checked record. Trusts that go quiet appear in your opt-in summary email. Instant emails start above the free three. After the sponsored year, the trust uses your monitoring count unless you sponsor it again.

One per paid unit
Client gets the Premium toolkit

Sponsorship gives the client Premium for one year.

Use Premium tools on the client's behalf

Use these tools when the client trust has Premium, whoever paid. Your access still follows the client's permissions.

If the client has Premium

Sponsored trust

Price

Monitoring prices apply to each trust above the free three. A sponsorship buys one year of Premium for one trust.

$159 once
Connect to client trusts and work inside them
Seats and client connections
Unlimited
Monitored trusts

Includes the Tasks board, What changed, and your firm's Checked record. Trusts that go quiet appear in your opt-in summary email. Instant emails start above the free three. After the sponsored year, the trust uses your monitoring count unless you sponsor it again.

Included for one year
Client gets the Premium toolkit

Sponsorship gives the client Premium for one year.

Use Premium tools on the client's behalf

Use these tools when the client trust has Premium, whoever paid. Your access still follows the client's permissions.

Pricing FAQ

Questions before you choose

If you don't see your question here, email support@trusthelm.ai and a human will reply.

Professional accounts are free. Monitor three client trusts for free. Each added monitored trust costs $5 a month or $50 a year. Sponsorship is a separate, one-time purchase. A sponsored trust does not use your monitoring count during its Premium year.

Bring your client roster together

Create a free professional account and add every client trust.