Funding stops halfway.
A client moves one account but leaves the house out. The signed plan and the assets no longer match.
You drafted the trust. TrustHelm helps you follow through.
Upload the signed trust, or add your client by name and email. TrustHelm keeps their recorded changes within reach.
The problem
The signed trust still needs care.
A signed trust does not move assets or keep contact details fresh. Families need help after the paper leaves your office.
New papers get lost.
A new deed or trust amendment can sit in an inbox. You need the record before you can review the change.
The next trustee lacks context.
A family member takes over with a stack of paper. They may not know where to start.
How it works
Start with the trust you drafted.
TrustHelm gives your firm and your client a place to keep the record.
Step 1
Add the signed trust.
You can upload the trust yourself. The first scan is free. You can also add a client by name and email.
Step 2
Review what TrustHelm reads.
TrustHelm reads the trust into a draft record. You review it, then your client checks and confirms it.
Step 3
Keep the work in one place.
Review recorded assets and documents within your access. Later deed and amendment scans need a Premium trust and edit access.
Step 4
Check in when the record changes.
Choose which client trusts your firm monitors. TrustHelm shows their recorded changes in the app.
This picture shows an example trust record.
For your practice
Why attorneys use TrustHelm.
TrustHelm keeps the recorded facts together for your next review.
Funding follow-through
See how each recorded asset is titled. TrustHelm shows funding status in Funding. Your firm's access controls what you can review.
Client changes
Start from a recorded change. A reported death, marriage, or divorce can reach a monitored trust's record. TrustHelm shows what changed and when.
Document scanner on their behalf
Read another document when you need it. Later scans need an active Premium plan on the client's trust and edit access. You review the results before saving them.
Record and export
Keep the record ready for a handoff. TrustHelm lists dated events in Record. You can export the visible trust timeline as CSV or PDF.
Attorney Monitoring
What Monitoring tells you
TrustHelm watches recorded changes and stalled work on the client trusts your firm monitors.
Instant-eligible signals
Shown in What changed and your firm summary. Eligible for instant email with paid monitored capacity and the email switches below turned on.
- Material life/trust changes
- Property titled out of trust
- Deed mismatch
Summary-only signals
Shown in What changed and your firm summary, without an instant Monitoring email.
- Beneficiary changes
- Property acquired
- Annual Trust Review completed
Material life/trust changes include a reported death, marriage, divorce, successor trustee change, amendment or restatement. Property titled into the trust does not appear in What changed.
Follow-up in context
Funding has stalled.
After 90 days connected, fewer than half the recorded assets are verified. For example, the house still needs a check.
A deed does not match.
A deed scan finds an owner that does not match the trust. For example, a new deed names the client alone.
Property has left the trust.
The record says a property left the trust. For example, the client reports a transfer after a sale.
The trust has changed.
The record says the trust was amended or restated. For example, your client reports a signed amendment.
The family or trustee has changed.
The record shows a death, marriage, divorce, or new trustee. For example, your client reports a spouse's death.
A trust has gone quiet.
TrustHelm flags a long gap or an old open task. For example, a family has saved nothing for over 18 months.
How you hear about it
TrustHelm shows updates in Monitoring and What changed. In Clients, use the Going stale and Funding stalled filters.
TrustHelm only watches what is saved in your monitored trusts. It does not check outside records or a document's age.
Unmonitored trusts stay open to your firm. TrustHelm does not watch them.
Each person picks their emails
Free Monitoring includes an optional monthly firm summary, without instant Monitoring emails. Paid monitored capacity adds optional Instant alerts and a weekly firm summary. In Notification settings, choose Firm summary email to change the cadence or turn it Off.
Turn on Email me firm notifications and Instant alerts to receive eligible instant emails. Turning off either the master email switch or Instant alerts stops instant Monitoring emails.
Funding problems is a separate switch, Off by default. Paid capacity alone does not turn it on. Free Monitoring includes funding follow-up in the summary.
Not every item generates an email. Each person chooses their own emails. Email is the only outside channel.
Professional accounts are free. Monitor three client trusts for free, then add more for $5 a month or $50 a year per monitored trust. Premium sponsorships are separate.
- Every account can use two-factor sign-in with an authenticator app.
- TrustHelm stores documents privately. Each download link stops working after 60 seconds.
- Only the trust's owner can disconnect a firm. They can do this at any time.
FAQ
Common questions.
No. TrustHelm is not a lawyer referral service. TrustHelm families can find firms that list themselves and ask for an introduction. TrustHelm takes no fee for introductions and pays none.
Keep the next review within reach.
TrustHelm keeps your client's recorded assets, documents, and changes together. Free to start. No credit card required.