The post-signing infrastructure your firm doesn't have.
TrustHelm keeps every client trust funded, current, and connected after it leaves your office, and tells you when something needs you.
The Problem
Funding stalls. Records get lost. Trustees miss their legal duties.
After signing, every trust can follow one of two paths.
- Trust Signed: A well-drafted plan leaves your office
- 6 Months Later: Funding stalls in the drawer
- 2 Years Later: Your records and contacts go stale
- Crisis Point: The family calls a stranger
- Day One: Summary, client connected
- 6 Months Later: Funding on track, compliance current
- 2 Years Later: Life events captured as they happen
- Network Alive: You're the first call
How It Works for Your Practice
Stay connected without the overhead.
Your clients do the day-to-day work. TrustHelm tracks it. You hear when something matters.
Two ways in. Same record.
Scan the agreement at the signing appointment. They join a finished trust, provided by your firm.
$159 a year per trust. A sponsored trust does not count toward your monitoring cap while your firm sponsors it.
Wilson Family Trust.pdf · Signed todayYour client connects you from their trust whenever they choose.
Either door, the work that follows is identical.
For Every Specialty
Built for the full estate planning team.
Different professionals see different parts of the trust. Each role gets its own view of the same record.
Wilson Family Trust
You drafted the plan. We keep it alive.
- Compliance plan
- Vacation home
- Next billable moment
Each professional sees their own view. The trust holder decides who connects to what.
The Statute Layer
From what the trust says to what to do next.
What the trust says and what the law requires become a list of actions. Each duty cites a trust clause or a statute, and unverified items are flagged.
Partner Pricing
Free to connect. Priced by the trust.
Connect every client trust for free, then pay only to monitor trusts or sponsor a client's Premium.
Professional
Up to 3 monitored trusts
- Unlimited seats
- Unlimited connections
- Every connected client trust
Monitor
Add one trust at a time
- Unlimited seats
- Unlimited connections
- Every connected client trust
Sponsor Premium
Packs available
- A sponsored trust gets 12 months of Premium.
- A sponsored trust does not count toward your monitoring cap while your organization sponsors it.
FAQ
Common questions.
Add a client by name and email, upload their trust, or accept their invitation. TrustHelm keeps the recorded trust details together. Changes show in the app for the trusts your firm monitors. Each person can choose a weekly or monthly summary email. Instant emails start once your firm monitors more than three trusts.
Have a question we didn't cover? Reach out at support@trusthelm.ai.
Your client's trust shouldn't end up in a drawer.
TrustHelm keeps your clients' trusts current and keeps you in their network. Professional accounts are free.