Lakeshore Insurance Group · 11 connected trusts · LIVE
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
Coverage follows paperwork. The paperwork moves without you.
A house gets deeded into the trust and the homeowners policy still names the old owner. A property gets added and the umbrella never gets reviewed. Nobody calls you, because nobody knows they should. You find out at renewal, or worse, at the claim.
Retitled assets, unendorsed policies.
When ownership moves into a trust, the policy needs to follow. Most of the time, nobody tells the agent.
Coverage gaps grow with the estate.
New property, new vehicles, new value. The umbrella that fit three years ago quietly stops fitting.
Life changes reach you last.
A marriage, a new grandchild, a death in the family. The moments that drive policy reviews are exactly the ones nobody reports.
How It Works for Your Book
The moments that matter, surfaced in time.
Your client signs their trust
They invite you, or sign up through your referral link
- 3
TrustHelm AI reads the trust and builds the asset picture
What the trust owns, its funding status, and the documents behind it.
- 4
You get the moments that matter
New assets, retitlings, and life events reach your roster as clients report them.
Wilson Family Trust
Connected to your agency- New asset reported: lake property added to trust
- Funding status updated: home deed retitled
- Life change reported: new grandchild
- Policy documents stored in the trust vault
- Asset list current · annual review completed
- Your client can invite you to view this trust at any time.
For Your Book
Why insurance professionals use TrustHelm.
An asset feed for your book
What the trust owns, what just changed, and what's funded. The triggers for endorsements and reviews, visible when they happen.
Life events, reported at the source
Clients report changes once, in plain English, and everyone they've connected sees it. You stop depending on the annual call.
Policies in the record
Clients store policy documents in the trust vault, alongside the assets they cover. Coverage conversations start from documents, not guesses.
A log that protects everyone
Views and updates are written to the trust's audit log. When you need to show what you knew and when, the record exists.
FAQ
Common questions.
Both. P&C professionals watch assets and retitlings. Life professionals watch life events and beneficiary designations. Same trust, same record, your view.
Free for your first 3 client trusts. Unlimited seats for your agency.
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.