Talk to the Founder
Not sure if TrustOffice is right for your trust? Book a 15-minute call with me, Jeff Kohler. No pitch, no pressure — just a conversation about your situation.
What Happens on the Call
You Tell Me Your Situation
What's going on with your trust? What's worrying you? What are you trying to get done? I'll listen and ask questions.
I'll Tell You If TrustOffice Fits
If TrustOffice is a good fit, I'll show you how it works and what the annual plan ($750/year) includes. If it's not, I'll tell you that too.
You Walk Away Clearer
Even if you don't sign up, you'll have a better understanding of what you should be doing as trustee — and what to look for in a governance system.
Who This Is For
New Trustees
You were recently named trustee and don't know where to start.
Active Trustees
You've been managing a trust but aren't sure your records would hold up under scrutiny.
Shoppers
You're comparing trust administration tools and want to talk to someone who actually builds one.
Professionals
You're an attorney, CPA, or advisor who wants to refer clients to TrustOffice.
Pick a Time That Works
15 minutes. No commitment. Just a conversation.
Common Questions
Do I need to prepare anything? +
Nope. Just show up and tell me about your situation. I'll ask questions to understand what you need.
Is this a sales call? +
Not really. I do these calls because I learn more about what trustees actually struggle with in 15 minutes than I do from any survey. If TrustOffice is a good fit, I'll tell you. If it's not, I'll tell you that too.
What if I'm not ready to buy? +
That's fine. Most people aren't ready to buy on the first call. You'll walk away with a clearer picture of what you should be doing — and you'll know where to find us when you're ready.
Ready to Just Get Started?
No call needed. Subscribe directly and get full access to TrustOffice plus the Trustee 101 course.
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