Question 1

How does this affect my practice?

Accepted Answer

Your client signs their trust, then invites you to TrustHelm. TrustHelm reads the trust, builds the compliance plan, and surfaces the moments when your client needs your help. You stay in their network without sending unprompted emails. When a life event happens or assets need retitling, you get notified. The work that’s worth a billable hour finds you instead of you chasing it.

Question 2

What do my clients see?

Accepted Answer

Your clients get an organized view of their trust: their obligations backed by their state’s statutes, a funding tracker, a document vault, and plain English compliance tasks. They control who connects to their trust and what each person can see. You appear in their network as their professional, not as a TrustHelm employee.

Question 3

Does this replace me?

Accepted Answer

No. TrustHelm handles the administrative follow-through that never got done anyway: tracking funding, surfacing obligations, and flagging life changes. It does not draft documents, give legal advice, or make judgment calls. When something needs a professional, it points your client back to you.

Question 4

What about confidentiality, conflicts, and HIPAA?

Accepted Answer

Your client owns their trust data and decides who connects to it. You only see the trusts your clients invite you to. Nothing is shared across firms or clients. TrustHelm never sells data and never uses client information for anything beyond running the trust. For health-adjacent details, access follows the same client-controlled permissions as everything else.

Question 5

How long does it take to onboard a client?

Accepted Answer

Minutes. Your client uploads their trust, TrustHelm reads it and builds the compliance plan, and they invite you from their network settings. The trust appears in your client list with its tasks already set up. There is no data entry on your end.

Question 6

What if my client wants to leave TrustHelm?

Accepted Answer

They can export their trust data and documents at any time and close their account. Nothing locks them in. If they leave, the trust simply leaves your client list; your relationship with the client is unaffected.

Question 7

Do you sign a BAA or DPA?

Accepted Answer

Yes. A Data Processing Agreement is available for partner firms, and a Business Associate Agreement is available where one is needed. TrustHelm runs on infrastructure that inherits SOC 2 controls from our cloud providers; we do not claim to hold our own SOC 2 certification. Reach out and we will walk through the paperwork.

Question 8

Do you have a referral program?

Accepted Answer

Yes. Partners who bring clients onto TrustHelm can join our referral program. Reach out at support@trusthelm.ai and we will get you set up.

The post-signing infrastructure your firm doesn't have.

Funding stalls. Records get lost. Trustees miss their legal obligations.

Stay connected without the overhead.

Two ways in. Same record.

TrustHelm reads the trust and builds the plan.

Your client list stays current.

You hear about it when it matters.

Built for the full estate planning team.

Every obligation cites the controlling statute.

Free roster. Premium where it matters.

Professional account

Common questions.

Your client's trust shouldn't end up in a drawer.