Private Trust Trustees
You have a fiduciary duty to administer your trust correctly—but nobody handed you a manual. TrustOffice gives you AI-powered tools to draft professional minutes in minutes, not hours.
AI-Powered Trust Administration
Streamline your trust administration with AI
TrustOffice combines professional legal document generation, financial tracking, and intelligent automation to help trustees manage private trusts with confidence.
AI-Powered Minutes
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31 Templates
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Minutes ↔ Money
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Beneficiaries Dashboard
New Features
Professional trust administration, intelligently automated
What used to take hours now takes minutes. TrustOffice combines AI document generation with comprehensive governance tools.
AI-Powered Guided Minutes
Our intelligent wizard walks you through each meeting step-by-step, then uses AI to transform your notes into professionally formatted legal documents—complete with proper WHEREAS and RESOLVED clauses.
31 Professional Templates
From routine distributions to complex trust amendments, our comprehensive template library covers every governance scenario. Each template generates professionally formatted, legally-appropriate documents.
Minutes ↔ Money Integration
The only platform that bi-directionally links meeting minutes to financial records. Create payments directly from approved minutes—or document past transactions with retroactive minutes.
Unified Beneficiaries Dashboard
See exactly who owns what with visual ownership charts, certificate management, and transfer history. Real-time validation prevents over-allocation.
The Difference
See the time you'll save
Task
Without TrustOffice
With TrustOffice
Draft meeting minutes
2-3 hours
5 minutes with AI
Find the right template
Search through files
31 templates, one click
Track beneficiary ownership
Spreadsheets
Visual dashboard
Link minutes to payments
Manual cross-reference
Automatic linking
Generate legal documents
Pay attorney each time
Instant, with AI
AI-Powered
Let AI draft your meeting minutes
Stop staring at a blank page. Our AI-powered Guided Minutes wizard asks the right questions, then generates complete, professionally formatted meeting minutes in seconds.
Who It's For
Built for trustees who take fiduciary duty seriously
Family Office Managers
Manage up to 10 trusts and entities in a single account — enough for you and your family structures. Track beneficiary ownership, link financial decisions to governance records, and maintain audit-ready documentation.
Trust Attorneys & Advisors
Give your clients professional-grade governance tools. 31 legal templates, AI-powered document generation, and complete audit trails—without the billable hours.
What Users Say
Trusted by trustees who take governance seriously
TrustPilot — 4.0 TrustScore
★★★★★ · 4 reviews (all 5-star)
"Trust office is an incredible platform that has helped me organize my trusts in such an efficient and easy to use system. It has given me back countless hours back to my life that I used to spend doing it the old way."
"Trust Office is a great website that helps anyone manage and administer their trusts! The AI program helps walk you through the pertinent info needed to stay in compliance with the legal system while also helping you manage your trust(s)."
"Trustoffice is the premier program that enables you to painlessly manage your trusts with confidence and ease. TrustOffice makes managing your trusts a breeze!"
"Trust office is what I needed to keep up with all the paperwork and deadlines. It is user friendly and tech support is unmatched."
Every testimonial on this page is a verified review from a real TrustOffice user on TrustPilot. Read the full, unedited reviews below.
Professional Output
Documents that look like they came from your attorney
Every document TrustOffice generates is formatted to legal standards with proper typography, section headers, signature blocks, and confidentiality notices. Ready for your records or your attorney's review.
Times font family
WHEREAS/RESOLVED clauses
Signature blocks
Certification language
31
Document Templates
AI
Powered Generation
5 min
Average Minutes Draft
100%
Audit Trail Coverage
Ready to manage your trust smarter?
Join trustees who've discovered what AI-powered governance can do. Subscribe now to start governing your trust.