When you are named
You inherit a half funded trust.
The grantor signed, but accounts, policies and a deed or two never moved. Gathering the assets starts with a hunt.
You serve as trustee. TrustHelm keeps every trust you run funded, current and documented.
One place for the checklist, funding status, accounting and record of every trust you serve, built for the families banks turn away.
The problem
The trust is signed. The paperwork is elsewhere.
Families the banks turn away arrive with a signed trust and little else. The accounts, the deeds and the policies sit in different drawers.
The first months
Every trust lives in a different drawer.
Statements, deeds and policies arrive by email and on paper. Nothing about a single trust is in one place.
When beneficiaries ask
The record is rebuilt at the worst time.
When a beneficiary asks or a co-trustee changes, the history has to be reassembled by hand.
How it works
One record for every trust you serve.
You act as trustee, so the whole record has to sit in one place, not in a stack of paper.
Step 1
Add the trust, or have the family add it and share it with you.
You can upload the trust yourself, or ask the family to add it and share it with you. Either way the trust starts as one record you both hold.
Step 2
Review the trust map and how the trust runs.
TrustHelm reads the trust into a draft record of the people, the assets and the duties. You review it before it is saved.
Step 3
Track funding and keep the accounting, hands-on with edit access.
Add accounts and policies as they move, keep the trustee accounting current, and act on the review items the record raises.
Step 4
Report to beneficiaries from the record when it is time.
The dated history of every action and document is ready to hand over, with beneficiary reporting when the successor plan is on.
This picture shows an example trust record.
Outcomes
Why professional fiduciaries use TrustHelm.
More trusts served well, fewer surprises at review, and a record you can hand over.
More trusts per fiduciary
One view of what is funded and who needs attention, so smaller trusts are worth taking. Every trust you serve sits in one place, so the next family does not wait for a folder to be found.
Fewer surprises at review
Alerts when a deed, policy or account no longer matches the trust. The drift is flagged as it happens, not at the annual meeting.
A record you can hand over
Every action and document kept and exportable, with trustee accounting and beneficiary reporting when the successor plan is on. The dated history stays ready for the next trustee, the family and the court.
FIDUCIARY MONITORING
What Monitoring tells you
TrustHelm watches recorded changes and stalled work on the trusts you serve.
You see these in Monitoring and in What changed. Email is optional and each person’s choice.
TrustHelm watches only what is saved in your monitored trusts, never outside records.
Professional accounts are free to start.
- 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. You keep one professional account. Each family shares its trust with you, and the trusts you serve sit together in that one place.
Run every trust from one living record.
TrustHelm keeps the funding, the documents and the dated history of every trust you serve together, with the family still at the helm.