How Compliant Is Your Trust Administration?
Answer 10 quick questions to assess your governance practices. Get an instant score, a clear picture of your compliance level, and personalized recommendations.
Takes less than 3 minutes. No email required to see your score.
Ready to Assess Your Compliance?
10 yes-or-no questions covering the most common areas where trustees fall short. Your answers are private — nothing is saved until you choose to submit your email.
Do you maintain formal meeting minutes for every trustee meeting?
Your Top Recommendations
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What We Assess
These 10 areas cover the most common governance gaps that expose trustees to personal liability.
Meeting Minutes
Do you maintain formal minutes for every trustee meeting?
Distribution Documentation
Do you document every distribution with proper authorization?
Beneficiary Communications
Do you communicate with beneficiaries regularly and in writing?
Commingling Prevention
Are trust assets kept strictly separate from personal assets?
Tax Compliance
Are trust tax filings (Form 1041, K-1s) completed on time?
Investment Documentation
Do you document investment decisions and rationale?
Record Keeping
Are all trust records organized, secure, and accessible?
Trustee Compensation
Is trustee compensation properly documented and authorized?
Conflict of Interest
Are potential conflicts of interest disclosed and managed?
Succession Planning
Is there a documented plan for successor trustees?
Ready to Close Your Compliance Gaps?
TrustOffice gives you the tools to fix every area this assessment covers — AI-powered meeting minutes, distribution tracking, compliance calendars, and audit-ready records.
$79/month after first month. Cancel anytime.
This self-assessment is provided for educational purposes only and does not constitute legal advice. It is not a substitute for professional legal or accounting guidance. Always consult a qualified attorney for your specific situation.