Frequently asked questions

TrustOffice is for anyone responsible for governing a trust or entity structure: individual trustees, business owners with trusts and LLCs, and their advisors (CPAs, attorneys, financial planners). If you have a fiduciary duty or help clients meet theirs, TrustOffice helps you do that job correctly.

No. TrustOffice is a governance discipline tool, not a legal or tax advisor. Your attorney handles structure design and legal questions. Your CPA handles tax strategy and filings. TrustOffice helps you execute ongoing governance—meetings, minutes, distributions, documentation—so those professionals have clean records to work with.

Yes. Most TrustOffice users have existing structures. You add your entities, upload your governing documents, and start using TrustOffice for ongoing governance. There is no need to restructure anything.

No. TrustOffice supports revocable trusts, irrevocable trusts, grantor trusts, dynasty trusts, charitable trusts, LLCs, corporations, limited partnerships, and holding structures.

TrustOffice maintains timestamped records of all governance actions: meetings held, decisions made, distributions documented, compensation approved. When auditors or attorneys request documentation, you can export organized records showing what was decided, when, by whom, and why. Clean records simplify audits and strengthen your position in disputes.

The Governance Health Score is a 0-100 metric that reflects how well your structures are governed. It considers minutes completion, overdue tasks, compensation alignment, distribution documentation, and annual reviews. Green (80-100) means healthy. Yellow (50-79) means attention needed. Red (below 50) means action required.

You are not alone. TrustOffice helps you establish a go-forward rhythm without requiring you to reconstruct the past. Start with today and build consistent patterns from here. Your Health Score will improve over time.

The Governance Calendar automatically generates tasks based on your entity types and jurisdictions. Annual meetings, distribution reviews, and filing deadlines appear without manual entry. Reminders arrive before due dates. Overdue items are flagged on your dashboard.

When you make a distribution, TrustOffice walks you through the process: classify the payment type (income, principal, discretionary), confirm solvency, document any trustee recusals, and record the authorization.

Yes. TrustOffice supports multiple users with different permission levels. Co-trustees can share administration. Advisors can have read-only or collaborative access. You control who sees what and who can take which actions.

TrustOffice uses encryption for all data in transit and at rest. Access is controlled through role-based permissions. Your data is never sold or shared with third parties.

Yes. You own your data and can export it at any time. Minutes, distribution records, entity profiles, and other documents are all exportable. If you leave TrustOffice, you take your complete governance history with you.

No. TrustOffice is a governance discipline tool that helps you maintain structures correctly. It does not provide tax advice, create tax loopholes, or enable asset hiding. It is for trustees who want their structures to behave properly and withstand scrutiny.

Every plan includes full access to all features. Pick the plan that fits your trust and subscribe to start governing immediately.

You subscribe to the plan that fits your needs. Billing starts immediately and renews monthly. You can view and export your data at any time. If you cancel, your account becomes read-only — you can still view and export records but cannot create new ones until you resubscribe.

Yes. TrustOffice is month-to-month or year-to-year depending on your billing choice. Cancel anytime, and your subscription continues until the end of your current billing period. No cancellation fees.