Can I pay for this from the trust?

Yes. The Trust Audit is typically expensable to the trust as an administration cost. Check the trust document and your state code if you want to confirm before you pay.

What if I find something that's not funded?

The report flags it and hands you a tracked checklist, with generated letters ready to send to the title company or custodian. Closing the gap becomes a task, not a research project.

Do I need to already be the successor trustee to run this?

No. You can start the audit as soon as you're stepping into the role, even before every formality is complete, so you know what you're administering from the start.

Trust Audit

You've stepped in as trustee. Here's what's actually funded, and what isn't.

The Trust Audit finds every asset tied to the trust, checks the county record for each one, and shows you exactly what's passing through probate right now.

Start a Trust Audit

Where You Are

You inherited a plan. You didn't inherit its paperwork trail.

A trust only protects what's actually titled to it. Anything never retitled, or that fell out after a refinance, is in probate right now.

You don't know what's really in the trust.

You have the document. You don't have a verified list of what was ever moved into it.

Some assets are already in probate.

An asset titled outside the trust doesn't wait for you to notice. If it's out, it's already in probate, whether or not anyone has said so yet.

Beneficiary forms can undercut the plan.

Life insurance and retirement accounts follow their own beneficiary designation, not the trust, no matter what you're holding in your hand.

What The Audit Checks

Every asset, checked against the record.

TrustHelm reads the trust, then verifies each named asset against the source, not just the file you were handed.

Property titling

We search public county records nationwide for every property tied to the grantor's name or the trust, and flag anything still titled outside it.

Account connections

Connect the trust's accounts and TrustHelm checks how each one is titled today and whether its beneficiary designation matches the trust.

Document extraction

The trust document, 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 that tells you what's in probate right now.

Plain English, with the lane each asset is actually in.

$495one time

Includes 12 months of Premium, renews at $149/yr.

A funding status for every asset the audit finds

Which assets are passing through probate right now, and why

A tracked checklist for closing each gap

Generated letters ready to send to title companies and custodians

The Trust Audit is typically expensable to the trust as an administration cost, the same category as recording fees or accounting costs. Keep the report with your administration records.

Start a Trust Audit

FAQ

Common questions.

A Trust Audit finds and verifies everything tied to the trust you're administering: property titling, account connections, and beneficiary designations. It includes 12 months of Premium and renews at $149/yr.

Still the grantor of your own trust? Read that version

Know exactly what you're administering.

Start the Trust Audit and get a plain-English report of what's funded, what's in probate, and what to do next.

Start a Trust Audit