Sponsor at signing
Scan the agreement before they ever sign in. They join a finished trust, provided by your firm.
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.
Step 1 of 4
Sponsor at signing, or let them invite you.
Or they invite you
Your client connects you from their trust, or signs up through your referral link.
Either door, same record.
Every obligation cites the controlling statute.
37 UTC jurisdictions · 14 non-UTC states · 51 total: all 50 states and Washington, D.C.
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 summary of their trust and their obligations backed by state statutes. The questions that reach you are the ones that need a lawyer.
A record that survives
Documents, decisions, and obligations live in one exportable timeline. When a successor steps in, your name and your work are already in the file.
Professional accounts are free forever. Unlimited seats and no roster cap.
FAQ
Common questions.
No. TrustHelm is software, not a law firm. It organizes the trust, tracks obligations 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.
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.