AI Minutes from Notes or Recordings
Walk into a meeting with notes, walk out with draft minutes. Our AI assistant turns your bullet points into properly formatted meeting records.
Trust Governance Software
Trust administration software that keeps your governance audit-ready
Turn scattered meeting notes into professional documentation. TrustOffice gives small firms and solo trustees the governance tools usually reserved for large institutions.
AI-assisted meeting minutes
Central decision log
Governance health score
. Subscribe to start.
Your governance command center
Sound familiar?
You already know what good governance looks like. The problem is finding time to document it properly—and trusting that your records will hold up years from now.
1
Meeting minutes scattered across Word docs, emails, and legal pads
2
Hard to prove what was decided, when, and by whom
3
Anxiety about audits or beneficiary challenges years later
4
Hours wasted after every meeting writing up minutes and tracking follow-ups
TrustOffice turns this chaos into a clean, repeatable system.
See It In Action
Professional trust governance in one workspace
From meeting minutes to beneficiary tracking—everything connected, everything audit-ready.
How It Works
A trust governance workspace that fits your workflow
Central Trust Record
Every decision, distribution, and review tied to each trust in one place. No more searching through emails and folders.
Governance Health Score
A simple dashboard that highlights documentation gaps before auditors or beneficiaries find them.
Calendar & Checklists
Automated reminders for recurring reviews and required actions. Never miss a mandatory annual review again.
Built for Small Firms
Designed for solo attorneys, small trust companies, and family offices—not enterprise banks with massive IT departments.
What Users Say
Audit-ready records, without extra work
Time saved"We cut meeting follow-up time by 70%. Minutes that used to take an hour now take 10 minutes with AI assistance."
Audit protection"When a beneficiary questioned a 2023 distribution, I pulled up the decision record in 30 seconds. That peace of mind is worth every penny."
Team handoff"Onboarding a new associate was seamless. They could see exactly how we document decisions and hit the ground running."
Built For
TrustOffice is designed for
Estate planning attorneys managing client trusts
Solo attorneys serving as professional trustees
Small trust companies and fiduciary services firms
Family offices with multiple trust structures
CPAs and advisors in fiduciary roles
Probably Not the Right Fit
Large banks needing core-system integrations
Firms requiring on-premise installation
Organizations with 100+ concurrent users
Getting Started
See if TrustOffice fits in 30 days
1
Book a 20-Minute Walkthrough
We will show you exactly how TrustOffice fits your workflow. No sales pitch, just a product demo tailored to your practice.
2
Set Up 1-2 Trusts as Examples
We will help you configure your first trusts so you can see real results immediately. Most firms are up and running in under an hour.
3
Run It for a Month
Use TrustOffice for your next few meetings. See for yourself if the AI minutes and governance tracking actually save you time.
Most firms are fully set up in under an hour
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FAQ
Common questions
How is this different from my practice management system?
Practice management tools track matters, billing, and client communication. TrustOffice is purpose-built for trust governance—meeting minutes, decision logs, governance health, and audit trails. It complements your existing systems, not replaces them.
Do I have to move all my data?
No. Start with a single trust and see if the workflow fits. TrustOffice works alongside your existing document storage. You can gradually move governance records over time, or keep them parallel.
Is this only for big institutions?
The opposite. TrustOffice is designed specifically for solo practitioners, small firms, and family offices. No complex implementation, no IT department required.
What about confidentiality and security?
All data is encrypted at rest and in transit. We use bank-level security practices and never share your client information. You can review our security documentation before signing up.
Can I use this if I'm a solo trustee for a family trust?
Absolutely. Many of our users are individual trustees managing family trusts. The governance health score and AI minutes are particularly valuable when you're doing this alone.
What if I decide it's not for me?
Subscribe to get started. You can export all your data at any time. We make it easy to start and easy to leave if it's not a fit.
Ready to get your governance in order?
Join solo attorneys and small firms who have discovered what organized, audit-ready trust governance looks like. Start your subscription today.
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