Question 1

How does this affect my practice?

Accepted Answer

Your client signs their trust, then invites you to TrustHelm. The agent 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 duties 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 duties, 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, the agent reads it and builds the compliance plan, and they invite you from their network settings. The trust appears in your roster with its tasks already set up. There is no data entry on your end.

Question 6

Is there a cost to me?

Accepted Answer

You start free with up to 3 client trusts and unlimited seats at your firm. Paid tiers unlock when your practice scales beyond that. Your clients pay for their own consumer plan separately, so neither side subsidizes the other.

Question 7

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 drops off your roster; your relationship with the client is unaffected.

Question 8

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 9

Do you have a referral program?

Accepted Answer

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

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

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