Meridian Estate Law · 12 active clients · LIVE
You drafted a great trust. Then it left your office.
TrustHelm tracks funding, keeps your clients compliant with your state's statutes, and pulls you back in when the work is billable.
The Problem
The funding letter isn't a funding plan.
You send the funding instructions. Your client nods, takes the binder home, and half the assets never move. The deed sits unrecorded. The accounts keep their old titles. The plan you built to avoid probate quietly becomes a probate plan.
Funding stalls the day they leave your office.
Most clients fund the easy assets and stall on the rest. Nobody tracks it, so nobody fixes it, and you find out when it matters most.
The quick questions never stop.
What counts as a distribution. Whether the new house goes in the trust. Every one lands in your inbox, unbilled, years after the engagement closed.
Successors inherit a mystery.
When a successor trustee steps in, they get a drawer of paper and a list of questions. If your name isn't in the record, they call whoever is.
How It Works for Your Practice
Stay in the room without living in their inbox.
Your client signs their trust
They invite you, or sign up through your referral link
- 3
TrustHelm AI reads the trust and builds the compliance plan
Duties mapped to your state's statutes, a funding survey scheduled, records organized.
- 4
The billable work finds you
Life changes, funding gaps, and review triggers surface in your roster.
Wilson Family Trust
Added to your roster- Set up by TrustHelm AI · 5 duties created
- Compliance plan: 5 tasks based on Ala. Code § 19-3B
- Funding survey: 4 of 6 assets verified · vacation home untitled
- Life change reported: client purchased rental property
- Next billable trigger: annual accounting in 8 months
- Your client can invite you to view this trust at any time.
For Your Practice
Why attorneys use TrustHelm.
Funding follow-through
Every asset in the trust carries a funding status. When something needs retitling, your client sees it, and so do you.
A billable pipeline
Amendments, restatements, retitling, and reviews surface as they become relevant. You decide what's worth an engagement.
Fewer quick questions
Clients get a plain English summary of their trust and their duties backed by state statutes. The questions that reach you are the ones that need a lawyer.
A record that survives
Documents, decisions, and duties live in one exportable timeline. When a successor steps in, your name and your work are already in the file.
FAQ
Common questions.
No. TrustHelm is software, not a law firm. It organizes the trust, tracks duties against state statutes, and explains things in plain English. When something needs judgment, it tells the client to talk to their attorney. That's you.
Free for your first 3 client trusts. Unlimited seats for your firm.
Be the first call, not the last resort.
TrustHelm keeps your clients' trusts funded and current, and keeps your practice in the room. Free to start. No credit card required.