™

A trust keeps moving.

A signed trust is only the beginning.

Funding, life changes, and handoffs can leave a trust out of date. TrustHelm keeps the agreement, duties, and people together in one plan.

  1. Signed: You sign a trust agreement.
  2. Funded: Get it funded with guidance.
  3. Connected: Invite family and professionals.
  4. Kept current: 10-minute update every year.
  5. Handed over: Set successors up for success.
  6. Fulfilled: Help the trust reach the people it was for.
SignedYou sign a trustagreement.FundedGet it funded withguidance.ConnectedInvite family andprofessionals.Kept current10-minute updateevery year.Handed overSet successors upfor success.FulfilledHelp the trust reachthe people it was for.
SignedYou sign a trustagreement.FundedGet it funded withguidance.ConnectedInvite family andprofessionals.Kept current10-minute updateevery year.Handed overSet successors upfor success.FulfilledHelp the trust reachthe people it was for.

The trust map

See how the trust fits together.

Here's an example trust map, showing the people, assets, and paths in its records.

The recording opens the fictional example trust flow map, steps the trust through its stages, from today to after the first passing and after the grantors have passed, and opens a beneficiary panel with the citation behind it.

Demo

  • See how the trust flows

    See how assets flow to people and entities in the trust. Items drawn from the document carry citations, so you can open the exact passage they came from.

  • Track funding

    Assets are added to your funding checklist and map when identified in documents you scan. Scan deeds, bank account statements and more.

  • Keep it supported and maintained

    Bring family, trustees, and professionals on with edit, view or restricted access. Maintain a current picture with 5-minute annual surveys and potential follow up tasks.

Every role has a path.

Trustees, successors and professionals each have a place to start.

I have a trust

You created a trust and want to keep it funded, current, and ready for whoever comes next.

For grantorsEarly access

I'm taking over a trust

Someone named you trustee and you need to know your duties.

For trustees

I'm a professional

Every client trust in one place, for attorneys, CPAs, advisors, and insurance agents.

For professionals

Grounded in State Law

Statute compliance for every state

TrustHelm maps trustee duties to each state's trust law across all 50 states and Washington, D.C.

UTC statesNon-UTC states
37
UTC jurisdictions
Following the Uniform Trust Code framework
14
non-UTC states
State-specific trust statutes
51
Total jurisdictions
All 50 states + Washington, D.C.

A trust works better when everyone can do their part.

Upload your trust, see its map, get it funded and keep it maintained.

Get Started for Free