Sponsor at signing
TrustHelm connects your practice when the client signs their trust.
Know what actually made it into the trust.
Track per-asset titling and distributions in the trust record before the next client review makes them urgent.
The Problem
The trust was signed. The accounts stayed individual.
The funding picture can drift after signing. An account remains individually titled, a beneficiary designation bypasses the trust, or a held-away asset never reaches the record. The gap often appears when you are already in a review, working through an RMD, or helping after a death.
Accounts stay titled individually.
New accounts and property can remain in an individual name after the trust is signed. The title on the account and the plan in the binder no longer match.
Beneficiary designations can bypass the trust.
A designation that predates the trust can direct an account outside the funding picture. It is a record to review, not an assumption to carry forward.
Held-away assets surface too late.
The account nobody added to the funding picture often surfaces at a review, an RMD, or a death, when the client expects an answer already.
How It Works for Your Practice
The funding and distribution record, kept current.
Step 1 of 4
A client trust connects to your practice.
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 advisors use TrustHelm.
Titling status per asset
Record how each asset is titled, including an individual name, joint ownership, or the trust. The funding tracker gives the review a current starting point.
Distribution history in the financial log
Income, expenses, and distributions stay in one financial log. Review the history before a client meeting instead of rebuilding it from statements.
Premium financial document scanner
The Premium scanner reads a financial document and prepares entries for review before they are added to the financial log.
Annual review and Free export
A guided annual review captures what changed. The trust record and financial log export as CSV or PDF on Free when you need a copy for the review.
Professional accounts are free forever. Unlimited seats and no roster cap.
FAQ
Common questions.
It does not hold assets, place trades, or make investment decisions. It organizes the trust record so you can begin a review with the client’s information in one place.
Reviews should start with the record.
TrustHelm keeps titling, distributions, and funding details together before the moment they become urgent. Free to start. No credit card required.