Accounts keep the old title.
A new account stays in the client's name. The account title may not match the plan in the trust.
Bring the accounts into view. Start each review with the record.
TrustHelm keeps recorded accounts, titles, and beneficiary choices together. You can review the saved facts with your client.
The problem
The trust and the accounts can drift apart.
Signing the trust does not change every account or form. Your client may need help keeping the records in step.
Beneficiary forms go unchecked.
An old form still names the same person after the family changes. It needs a review against the current plan.
Outside accounts are easy to miss.
Your client has an account at another firm. It may never reach the list you use for a review.
How it works
Connect the client and review the accounts.
TrustHelm gives your review a shared record of what has been saved.
Step 1
Check your firm’s rules.
Ask your compliance team what approval your firm needs. Connecting is free. Paying for a client's Premium plan is optional.
Step 2
Add your client.
Add their name and email, or accept your client's invitation. Your client uploads the trust and confirms what TrustHelm reads.
Step 3
Review accounts and forms.
TrustHelm shows recorded assets, account titles, and beneficiary designations in Funding. Review them within your access.
Step 4
Choose what your firm watches.
Monitor client trusts whose changes you want to follow. TrustHelm shows account title mismatches and reported life changes in the app.
This picture shows an example trust record.
For your practice
Why advisors use TrustHelm.
TrustHelm keeps the client’s saved facts together for your review.
Funding follow-through
Review how recorded assets are titled. TrustHelm shows titles and recorded beneficiary designations in Funding. You can review those choices within your access.
Client changes
Start from what the client has reported. TrustHelm shows reported life changes on monitored trusts. You decide what needs a review.
Document scanner on their behalf
Review entries from a financial document. Later scans need an active Premium plan on the client's trust and edit access. TrustHelm prepares financial entries for review before saving.
Record and export
Take the record into the review. TrustHelm exports the visible trust timeline as CSV or PDF. TrustHelm includes data export on Free.
Financial adviser Monitoring
What Monitoring tells you
TrustHelm watches recorded account and life changes 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
Summary-only signals
Shown in What changed and your firm summary, without an instant Monitoring email.
- Beneficiary changes
- Property acquired
- Annual Trust Review completed
- Financial-account needs funding (T12)
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
An account title does not match.
A financial scan finds an account title that does not match the trust. For example, an account still names the client alone.
A life change may need a form review.
The record shows a death, marriage, divorce, or new trustee. For example, a reported marriage gives you a reason to review a beneficiary form.
Property has left the trust.
The record says a property left the trust. For example, your 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 new terms before your review.
Funding has stalled.
After 90 days connected, fewer than half the recorded assets are verified. For example, an outside account still needs a check.
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.
Your firm may need approval first. Connecting with a client is free for both of you. TrustHelm pays no referral fees and takes none. Paying for a client's Premium plan is optional. Many firms treat it as a gift that needs approval first. TrustHelm does not hold assets, place trades, or give investment advice. Your team can read about security on this page.
Start the next review with the saved facts.
TrustHelm keeps recorded accounts, titles, and life changes together. Free to start. No credit card required.