TrustOffice helps your clients maintain the structures you help them create.
They get a governance system that keeps them compliant. You get visibility into what they are doing—without managing it for them. When audits or disputes arise, the records are already organized.
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Your clients set up structures with good intentions, then neglect ongoing governance. TrustOffice changes that. With automatic reminders, guided workflows, and a visible Health Score, clients actually hold meetings, document decisions, and maintain compliant records. You spend less time reminding them to do the basics.
When the IRS asks questions or a beneficiary challenges a decision, TrustOffice records are ready. Minutes, distribution logs, compensation tracking, and authority citations—all organized and exportable. What used to be a document scramble becomes a simple export.
TrustOffice gives you read-only or collaborative access to client accounts. See their Governance Health Score, review upcoming tasks, and monitor distributions—without managing the day-to-day. When something needs attention, you know about it.
For firms that want to offer governance services, TrustOffice can serve as the backbone. Your clients use TrustOffice for administration. You maintain oversight and provide strategic guidance. We can discuss custom arrangements for firms with multiple clients.
You draft the trust agreements and formation documents. TrustOffice helps your clients follow them. When the trust you created five years ago needs its annual meeting, TrustOffice reminds the trustee and generates compliant minutes. Your work product stays intact because governance actually happens.
Distributions need proper classification. Compensation needs reasonableness documentation. Solvency needs verification. TrustOffice creates these records as part of normal workflows, so when you need them for tax filings or audit defense, they exist.
Trust structures affect cash flow, estate plans, and wealth transfer. TrustOffice gives you visibility into governance activity across client structures. Coordinate distributions with financial plans. Spot governance gaps before they become problems.
Your clients hire you because governance matters. TrustOffice gives you a shared operating picture: Health Scores, upcoming tasks, exception reports. You provide strategic guidance while TrustOffice handles the administrative tracking.
Your client adds you as an advisor to their TrustOffice account. You receive an email invitation.
Your client sets your permissions: read-only to monitor, or collaborative to review and comment.
View governance activity, Health Scores, and upcoming tasks. Export records when needed.
Your clients pay for their own TrustOffice accounts. You get advisor access at no additional cost. For firms interested in offering governance services built on TrustOffice, we can discuss custom arrangements.
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