Crestline Wealth Advisors · 14 connected trusts · LIVE
Know which assets actually made it into the trust.
Your clients sign estate plans, then open accounts, buy property, and forget. TrustHelm shows you what's funded, what isn't, and what changed.
The Problem
The binder looks complete. The titling never happened.
Every estate plan review starts with the same question: what's actually in the trust? Accounts got opened after signing. Property got bought. Designations never got updated. The plan on paper and the plan in reality drift apart a little more every year.
Assets drift outside the plan.
New accounts and after-acquired property rarely get retitled. Each one is a probate exposure your client thinks they already solved.
Beneficiary designations fight the trust.
Old designations route around the plan you helped build. You can't fix what you can't see.
The review meeting runs on memory.
You spend the first half of every estate plan review reconstructing facts instead of advising on them.
How It Works for Your Practice
The funding picture, kept current between meetings.
Your client signs their trust
They invite you, or sign up through your referral link
- 3
TrustHelm AI reads the trust and builds the funding picture
Assets, funding status, and beneficiary designations, organized in one place.
- 4
You see changes as clients report them
New assets, life events, and funding gaps show up in your roster.
Wilson Family Trust
Connected to your practice- Funding status: 5 of 7 assets verified
- New asset reported: brokerage account · not yet titled to trust
- Life change reported: inheritance received
- Beneficiary designations on file for review
- Funding survey scheduled · annual review completed
- Your client can invite you to view this trust at any time.
For Your Practice
Why advisors use TrustHelm.
Funding status per asset
Every asset carries a funded, unfunded, or needs-verification status. The gaps that turn into probate are visible while they're still fixable.
Life events as they happen
Marriage, divorce, a sale, an inheritance. When clients report a change, you see it, with plain English context.
Designations next to the plan
Beneficiary designations recorded alongside the trust, so review meetings start from the record instead of the client's memory.
The whole team, one source of truth
See who else serves the household. The attorney, the CPA, and the insurance agent work from the same trust record you do.
FAQ
Common questions.
No. It doesn't hold assets, place trades, or give investment advice. It keeps the record of what the trust owns and what changed.
Free for your first 3 client trusts. Unlimited seats for your practice.
Reviews should start with answers.
TrustHelm keeps the funding picture current between meetings, so your advice lands on facts. Free to start. No credit card required.