Private Trust Trustees
You have a fiduciary duty to administer your trust correctly—but nobody handed you a manual. TrustOffice gives you AI-powered tools to draft professional minutes in minutes, not hours.
AI-Powered Trust Administration
Streamline your trust administration with AI
TrustOffice combines professional legal document generation, financial tracking, and intelligent automation to help trustees manage private trusts with confidence.
AI-Powered Minutes
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31 Templates
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Minutes ↔ Money
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Beneficiaries Dashboard
New Features
Professional trust administration, intelligently automated
What used to take hours now takes minutes. TrustOffice combines AI document generation with comprehensive governance tools.
AI-Powered Guided Minutes
Our intelligent wizard walks you through each meeting step-by-step, then uses AI to transform your notes into professionally formatted legal documents—complete with proper WHEREAS and RESOLVED clauses.
31 Professional Templates
From routine distributions to complex trust amendments, our comprehensive template library covers every governance scenario. Each template generates professionally formatted, legally-appropriate documents.
Minutes ↔ Money Integration
The only platform that bi-directionally links meeting minutes to financial records. Create payments directly from approved minutes—or document past transactions with retroactive minutes.
Unified Beneficiaries Dashboard
See exactly who owns what with visual ownership charts, certificate management, and transfer history. Real-time validation prevents over-allocation.
The Difference
See the time you'll save
Task
Without TrustOffice
With TrustOffice
Draft meeting minutes
2-3 hours
5 minutes with AI
Find the right template
Search through files
31 templates, one click
Track beneficiary ownership
Spreadsheets
Visual dashboard
Link minutes to payments
Manual cross-reference
Automatic linking
Generate legal documents
Pay attorney each time
Unlimited, instant
AI-Powered
Try AI Minutes Free
Let AI draft your meeting minutes
Stop staring at a blank page. Our AI-powered Guided Minutes wizard asks the right questions, then generates complete, professionally formatted meeting minutes in seconds.
1
Select meeting type—annual review, distribution, trustee appointment
2
Add participants—distinguishes trustees from guests automatically
3
Enter agenda & decisions—simple bullet points are all you need
4
AI generates the document—proper legal language, formatted perfectly
5
Review, edit, finalize—full control before saving
Who It's For
Built for trustees who take fiduciary duty seriously
Family Office Managers
Manage multiple trusts and entities with complete visibility. Track beneficiary ownership, link financial decisions to governance records, and maintain audit-ready documentation.
Trust Attorneys & Advisors
Give your clients professional-grade governance tools. 31 legal templates, AI-powered document generation, and complete audit trails—without the billable hours.
What Users Say
Trusted by trustees who take governance seriously
"Before TrustOffice, our governance records were scattered across email, Word, and legal pads. Now our minutes, decisions, and follow-ups live in one place and we can actually prove what happened when."
"TrustOffice cut the time I spend preparing and cleaning up after meetings by at least 50%. I walk out with draft minutes and a clear list of what needs to happen next instead of a pile of notes."
"The governance health score has been a wake-up call. It shows me exactly where our structure is weak so we can fix issues long before an auditor or beneficiary does."
"As a small firm, we don't have the budget or patience for heavy enterprise software. TrustOffice feels like it was built for how we actually work, not for a giant bank."
"The biggest change is peace of mind. I'm no longer worried that we've missed a key review or decision—TrustOffice reminds us, tracks it, and keeps the record straight."
"Our team went from arguing over 'who said what' to pulling up the TrustOffice record and moving on. It's reduced friction in a way I didn't expect from a tool."
"Implementation took less than a week, and we were getting useful governance reports almost immediately. It's become part of our routine instead of another system to fight with."
Family Office Director
Professional Output
Documents that look like they came from your attorney
Every document TrustOffice generates is formatted to legal standards with proper typography, section headers, signature blocks, and confidentiality notices. Ready for your records or your attorney's review.
Times font family
WHEREAS/RESOLVED clauses
Signature blocks
Certification language
31
Document Templates
AI
Powered Generation
5 min
Average Minutes Draft
100%
Audit Trail Coverage
Ready to manage your trust smarter?
Join trustees who've discovered what AI-powered governance can do. Start your free trial today—no credit card required.