TrustOffice handles the documentation, meeting minutes, and compliance tracking — so your clients stay organized and your work product stays defensible. When they need legal help, they come to you.
We do not provide legal advice. We do not draft trusts. We do not replace you. We handle the ongoing paperwork so your clients stay compliant — and they stay connected to your practice.
The result: Your clients get ongoing governance support without calling you about paperwork. But when something legal comes up, they call you — because you're the one who set them up, you have visibility into their trust, and you're already the trusted advisor.
This isn't about replacing you. It's about keeping you involved in the right way.
You do what you do best — set up the trust structure. Then you introduce the trustee to TrustOffice for ongoing governance.
The client subscribes and gets professional trust management. You maintain advisor access — visibility into their governance without managing it day-to-day.
When a legal question or dispute arises, the client comes to you — not us. TrustOffice handles the documentation. You handle the judgment.
Two ways to use TrustOffice with your clients
For most professionals
Your clients buy their own TrustOffice accounts. You stay connected as an advisor. Client relationships deepen over time instead of ending at the signing.
For edge cases
If a client cannot or should not manage their own account, TrustOffice supports up to 10 trusts per account for in-house management.
Need more than 10?
Tell Us What You NeedThe main value of this partnership is stronger client relationships and better trust outcomes. But every client who subscribes through your link also earns you 25% of their $79/month — and the compounding effect over time is meaningful.
Commission is 25% of every client subscription. No caps, no tier targets — every client you refer earns you 25% for the life of their subscription.
Refer 10 new clients every year with 90% retention. Your active base grows, your revenue compounds, and your network of connections deepens.
After 5 years: $31,047 in total commissions from just 10 referrals per year — and 41 active clients who stay connected to your practice
TrustOffice handles the ongoing documentation work. But when a real legal question comes up — tax implications, disputed distributions, trust modification — the client calls their attorney. Your relationship deepens over time instead of ending at the signing.
A trust with no governance is a liability. TrustOffice ensures annual meetings, proper minutes, and organized records. Your work product stays defensible.
Get read-only or collaborative access to client accounts at no cost. Monitor Health Scores, review upcoming tasks, and spot issues early — so you can intervene before they become problems.
Your clients contact TrustOffice for software help, not you. No scope creep, no "the platform is broken" calls. You only get involved for the things that require a lawyer.
Every client who subscribes through your affiliate link earns you 25% of their $79/month subscription. No caps, no tier targets. It's not why you do this, but it's a meaningful bonus.
Once a client is set up with governance tools, they tend to stay. Your connection to them — and your commission — compounds over time.
Join the TrustOffice partner program. Free to join. No minimums. Start keeping your clients connected and your trusts governed — immediately.
Have a client who needs in-house management of 10+ trusts? Tell us what you need — we're tracking demand.