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.
36 Document Templates New
From routine distributions to complex amendments, this is trust document management software built for private trustees. Every governance scenario covered.
Document Vault New
Secure, searchable storage with version history and expiration tracking. Every document linked to the governance decision that created it.
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.
AI Trust Assistant
Chat with an AI assistant that knows your trust document, vault files, and governance history. Asks questions, gets cited answers referencing specific articles and sections.
State Compliance Tracking
State-specific compliance requirements and deadlines, so you never miss a filing obligation.
Knowledge Base
Built-in trust governance knowledge base with articles on fiduciary duty, HEMS, commingling, and more.
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.
Transaction Ledger
Full transaction ledger with CSV import, bulk classification, and link-to-minutes capability.
Expense Tracking
Track trust expenses with categories, receipts, and governance documentation.
Investment Tracking
Monitor trust investments, performance, and asset allocation in one place.
Retroactive Minutes
Document past transactions with proper governance records.
Benevolence Module
Benevolence policy management, approval workflows, and compliance checklists for charitable trust activities.
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. Trust and entity management software that handles multi-entity family structures.
Structural Map
Visual hierarchy showing relationships between entities.
Authority Management
Document who has authority over which decisions.
Successor Trustee Planning
Successor access packets and trustee transition tools to ensure continuity.
Printable Binder Export
Generate a complete, audit-ready governance binder in one click.
Risk Dashboard
Risk assessment dashboard highlighting governance gaps and exposure areas.
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
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