How It Works | TrustOffice
How It Works

Four steps to governance clarity

TrustOffice replaces scattered documents and forgotten tasks with a single system. Set up once, then run your governance rhythm with minimal ongoing effort.

01

Set up your structure

Add your trusts and entities to TrustOffice. For each one, capture the key roles (trustees, officers, members), the authority clauses that govern decisions, and any approval flows that apply. Upload your formation and governing documents so everything lives in one place.

What This Means

  • Enter trusts, LLCs, corporations, and other entities
  • Define who has authority over what decisions
  • Upload governing documents for reference
  • Set up roles: trustees, officers, members, managers
See entity profiles
02

Turn on your governance rhythm

TrustOffice generates a Governance Calendar based on your entity types and jurisdictions. Annual meetings, distribution reviews, and filing deadlines appear automatically. Reminders arrive before due dates—not after. Your dashboard shows what needs attention today.

What This Means

  • Automatic calendar based on entity requirements
  • Email reminders before every deadline
  • Dashboard routines for recurring governance tasks
  • Governance Health Score shows where you stand
Explore governance features
03

Use guided workflows

When it is time to act, TrustOffice walks you through the process. Document a board decision with the Minutes/Decision Generator. Approve a distribution with classification, solvency verification, and recusal tracking. Record compensation against approved plans. Each workflow produces audit-ready records.

What This Means

  • Minutes and resolution templates with authority clause citations
  • Distribution workflow with solvency checks
  • Compensation Tracker against approved plans
  • Instant PDF export for files and advisors
See all features
04

Stay ready for scrutiny

Every action in TrustOffice creates a timestamped record. When an audit or dispute arises, you can export complete documentation showing what was decided, when, by whom, and why. Consistent patterns and a healthy Governance Health Score demonstrate discipline—not just good intentions.

What This Means

  • Complete audit trail for every governance action
  • Exportable records in standard formats
  • Governance Health Score tracks overall discipline
  • Advisor sharing for collaborative review
Learn about advisor access
The Result

Governance that runs itself

Once your structure is set up, TrustOffice keeps you on track. Reminders arrive before deadlines. Workflows guide you through decisions. Records accumulate automatically. When someone asks how your trust is governed, you have an answer.

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5 min

To Add an Entity

100%

Audit-Ready

$79

per month

$0

To Start

Ready to try it yourself?

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