Sponsor at signing
Scan the agreement before they ever sign in. They join a finished trust, provided by your agency.
Find out when the trust changes. Not at the claim.
When a client retitles a home or adds an asset, the policy work has a window. TrustHelm tells you inside it.
The Problem
The trust changes. The policy record does not.
A home moves into the trust, a designation predates the plan, or a successor needs the documents fast. The policy work can surface at renewal or, worse, in a claim.
Asset titling leaves the named insured behind.
A house moves into the trust, but the homeowners policy still lists the prior owner as the named insured. The mismatch may surface at renewal or as a claim denial.
Beneficiary designation gaps and an ILIT policy lapse.
Life insurance, annuities, IRAs, and 401(k)s pass by beneficiary designation. An older designation can leave a hole in the plan. An ILIT policy can lapse after a missed premium or missed Crummey notices.
Successor and incapacity leave the record out of reach.
When a primary trustee cannot act, the successor needs the trust agreement, asset record, and documents quickly for claims, account access, and bill payment.
How It Works for Your Book
The moments that matter, surfaced in time.
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 Book
Why insurance professionals use TrustHelm.
Funding and titling status per asset
See what the trust owns and whether each asset is funded or titled to it. The asset picture gives coverage reviews a current starting point.
Life updates reported once
Clients report a life update once, in plain English, and connected professionals can see it in the shared record.
Policy documents with the asset record
Store policy documents with the trust documents and assets they relate to. Coverage conversations can start from the record instead of memory.
The trust record, ready to review
The trust agreement, asset list, and stored documents are in one place when a successor needs them. TrustHelm never takes over the trust. A successor acts through the access the client set.
Professional accounts are free forever. Unlimited seats and no roster cap.
FAQ
Common questions.
Both. P&C professionals can review assets and retitlings. Life professionals can review life updates and beneficiary designations. Same trust, same record, your view.
Never learn about the lake house at the claim.
TrustHelm surfaces the changes that drive coverage, while there's still time to act. Free to start. No credit card required.