You don't know what's actually funded.
You signed the trust years ago. Some accounts moved in. You're not certain about the rest.
Trust Audit
You signed your trust. Is everything actually titled to it?
The Trust Audit finds every asset that should be in your trust, checks the county record for each one, and shows you what still needs retitling before it becomes your family's problem.
Sound Familiar
An unfunded trust will still go through probate.
Most trusts leak quietly: a refinanced house, a new account, an outdated beneficiary form. Each is a gap your family won't find until it's too late.
Refinancing and new accounts can slip through.
A refinance can retitle a house out of the trust without anyone noticing. New accounts open in your name, not the trust, unless you catch it.
Beneficiary forms can override the trust.
A life insurance or retirement account with an outdated beneficiary form will pass outside the trust, no matter what the trust says.
What The Audit Checks
Every asset, checked against the record.
TrustHelm reads your trust, then verifies each named asset against the source, not just your memory of it.
Property titling
We search public county records nationwide for every property tied to your name or your trust, and flag anything titled outside it.
Account connections
Connect your accounts and TrustHelm checks how each one is titled and whether its beneficiary designation lines up with your plan.
Document extraction
Your deed, amendments, and account statements are read and cross-checked against the trust's asset schedule.
Guided discovery
A guided playbook, generated letters, and unclaimed-property searches close the gaps a records check alone can't reach.
What You Receive
A report you can act on.
Plain English, not a stack of exhibits.
$495one time
Includes 12 months of Premium, renews at $149/yr.
A funding status for every asset the audit finds
Which assets will pass through probate unless retitled, and why
A tracked checklist for closing each gap
Generated letters ready to send to title companies and custodians
FAQ
Common questions.
A Trust Audit finds and verifies everything tied to your trust: property titling, account connections, and beneficiary designations. It includes 12 months of Premium and renews at $149/yr.
Taking over someone else’s trust instead? Read that version
Find out what's actually titled to your trust.
Start the Trust Audit and get a plain-English report of what's funded, what isn't, and what to do next.