Everything you need for proper trust governance
TrustOffice combines AI-powered document generation with comprehensive governance tools across three pillars: Governance, Money, and Structures.
Governance
Meeting minutes, decision records, and compliance tracking.
AI-Powered Guided Minutes New
Wizard-driven meeting documentation with AI-generated professional minutes.
31 Document Templates New
From routine distributions to complex amendments—every governance scenario covered.
Governance Calendar
Automatic tasks and reminders for annual reviews, meetings, and filing deadlines.
Defensibility Score
0-100 metric showing how defensible your trust governance is against liability and surcharge claims.
Money
Distribution tracking, compensation documentation, and financial integration.
Minutes ↔ Money Integration New
Link meeting decisions directly to financial transactions. Create payments from approved minutes.
Distribution Workflow
Guided process with classification, solvency checks, and recusal tracking.
Compensation Tracker
Document trustee and officer compensation against approved plans.
Retroactive Minutes
Document past transactions with proper governance records.
Structures
Entity profiles, beneficiary management, and organizational hierarchy.
Unified Beneficiaries Dashboard New
Visual ownership charts, certificate management, and transfer history.
Entity Profiles
Complete profiles for trusts, LLCs, corporations, and partnerships.
Structural Map
Visual hierarchy showing relationships between entities.
Authority Management
Document who has authority over which decisions.
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.
Select meeting type—annual review, distribution, trustee appointment
Add participants—distinguishes trustees from guests automatically
Enter agenda & decisions—simple bullet points are all you need
AI generates the document—proper legal language, formatted perfectly
Review, edit, finalize—full control before saving
Everything included in your subscription
Ready to experience these features?
Start your subscription with full access to all features. .