Your clients' trusts,
actually managed.
Give clients a guided trust administration dashboard while you stay informed and create more billable follow-up work.
The Problem
Funding stalls. Records get lost. Families return with a mess.
You draft a beautiful trust. Your client signs it. Then years pass — the original trustee loses the documents, no one keeps records, and the successor trustee walks into your office with a shoebox of confusion. TrustHelm keeps your clients organized so that call never happens.
For Your Clients
From document chaos to organized clarity
Upload
Clients upload trust documents to a secure vault instead of storing loose paper files.
AI Dashboard
AI extracts parties, assets, and duties into an actionable dashboard.
Ongoing Management
Check-ins, reminders, and financial tracking keep administration organized year after year.
For Your Practice
Why attorneys partner with TrustHelm
Client Clarity
Your clients get a clear, organized view of their trust — duties, assets, and records in plain English.
Stay Informed
Get optional notifications on client check-ins and key milestones — know when they need help.
Billable Pipeline
Clients who understand their trust are more likely to engage you for amendments, reviews, and updates.
FAQ
Common questions
Yes. Completely free for attorneys and their clients. We make money when clients upgrade to premium features, but the core product and partner program are free.
Join as a Partner — Free
No fees, no commitments. Create your account in 60 seconds.