Pricing for your practice
Professional plans for managing your client-trust roster.
The Model
Each side pays its own way.
Trust holders use TrustHelm to keep their plan organized, connected, and current. The professionals on that trust (attorney, CPA, wealth advisor, insurance agent and more) use it to manage that trust as part of their practice. Both sides see the same data. Neither side subsidizes the other. If you stay free, your professionals' tools still work. If your professionals stop paying, your free experience is unaffected.
Professionals
Pay by the trust, not by the seat
Unlimited seats at your firm. You pay for the trusts you manage, not the people who manage them.
Network Starter
Run your first 3 trusts free. No payment ask until you grow.
- 3 client trusts
- Unlimited seats at your firm
- Roster view across all trusts
- Compliance engine and audit log
Network Professional
For solo practitioners and small firms scaling past 3 trusts.
- 25 client trusts
- Plaid connection for your clients
- Everything in Network Starter
- TrustHelm AI tools on every managed trust
- Financial document scanner
- Unlimited trust document scans with smart updates
Network Firm
For established practices managing a full book of trusts.
- 100 client trusts
- Everything in Network Professional
- Priority support
Network Enterprise
Custom terms for trust companies and large firms.
Partner plans can be billed monthly or annually. Trust counts reflect active trust matters. Drafts and archived trusts do not count toward the limit.
Compare Tiers
Partner tiers in detail
Capacity scales with your book. Compliance tracking is included from Network Starter; the TrustHelm AI tools begin at Network Professional.
Every paid tier gets the full toolset; capacity and support are the only axes. Trust counts reflect active trust matters. Drafts and archived trusts do not count toward the limit. Storage is unlimited within fair use on every plan, both sides.
Active client trusts
Seats at your firm
Roster view across all client trusts
Compliance dashboard
Record and audit log
Document viewing and vault
Finances view
Network and invites
Plaid connection for your clients
Additional document scans with smart updates
Financial document scanner
Restricted sharing (limited view for any recipient)
Support level
Trust counts reflect active trust matters. Drafts and archived trusts do not count toward the limit. Storage is unlimited within fair use on every plan, both sides.
Pricing FAQ
Questions before you choose
If you don't see your question here, email support@trusthelm.ai and a human will reply.
Partner paid tiers can be billed monthly or annually ($199/mo for Professional, $499/mo for Firm), and annual billing saves roughly 17%.
Managing your own trust? See trust holder pricing.
Build your professional network
Start free for your first 3 client trusts. No credit card required.