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
Turn scattered trust notes into audit-ready records
TrustOffice gives small firms and solo trustees the governance tools usually reserved for large institutions. AI-drafted minutes, decision logs, and health scoring, all in one workspace.
AI-drafted meeting minutes in seconds
Every decision in one searchable log
See your governance gaps before an auditor does
No credit card required to book a demo. Subscribe when you're ready.
Your governance command center
You know good governance. Your records don't show it.
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 — whether for a routine review or an IRS trust audit.
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 — so you can focus on your fiduciary duties, not paperwork.
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
Explore all features — from AI-drafted minutes to governance health scoring.
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
Time saved, compliance eased, peace of mind earned
Time saved"TrustOffice is an incredible platform that has helped me organize my trusts in such an efficient and easy to use system. It has given me back countless hours that I used to spend doing it the old way."
Compliance ease"TrustOffice is a great platform that helps anyone manage and administer their trusts. The AI program helps walk you through the pertinent info needed to stay in compliance with the legal system."
Peace of mind"TrustOffice is what I needed to keep up with all the paperwork and deadlines. It is user friendly and tech support is unmatched."
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
Not the right fit for everyone
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
Want the full picture first? See how it works, then come back here to get started.
1
Book a 20-Minute Walkthrough
We'll 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'll 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?
You can cancel anytime and export all your data. We make it easy to start and easy to leave, no lock-in, no penalties, no hoops to jump through.
Not Ready to Subscribe Yet?
Start with the free Trustee 101 course, 10 video lessons covering trust administration essentials from fiduciary duties to audit preparation.
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Ready to get your governance in order?
Join solo attorneys and small firms who have discovered what organized, audit-ready trust governance looks like. See our simple pricing and start your subscription today. Cancel anytime, no questions asked.
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