TrustOffice Start Free Trial
Limited Time Introductory Offer

Trust Governance Software $49/mo for 3 Months

AI-powered trust administration for trustees and family offices. Generate legal documents, track distributions, and maintain audit-ready records — all in one place.

$79/mo $49/mo for your first 3 months
Start Free — Then $49/mo for 3 Months

14-day free trial first · Then $49/mo for months 1-3 · $79/mo after · Cancel anytime

What You Get

Everything you need to manage trusts with confidence

AI-powered meeting minutes in 5 minutes
31 professional legal templates
Link meeting decisions directly to financial records
Governance Health Score dashboard
Automated reminders for required reviews
Audit-ready documentation, always
Beneficiary ownership tracking
Start Free — Then $49/mo for 3 Months
The Reality

Sound familiar?

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

TrustOffice replaces scattered documents and post-meeting anxiety with one platform that tracks every decision, document, and deadline.

Built For

The people who actually run trusts

Private Trustees

You have a fiduciary duty to administer your trust correctly — but nobody handed you a manual. TrustOffice gives you the tools and reminders to stay compliant.

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 Trustees Say

4.9★ average rating from 47 reviews

"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."

— Private Trustee

"When a beneficiary questioned a distribution, I pulled up the decision record in 30 seconds. That peace of mind is worth every penny."

— Family Office Director

"The governance health score has been a wake-up call. It shows me exactly where our structure is weak before an auditor does."

— Multi-Trust Administrator

How It Works

3 steps to trust governance peace of mind

1

Start your free trial

No credit card required. Sign up with your email and explore the platform for 14 days free.

2

Activate the $49/mo offer

After your trial, continue for just $49/month for 3 months — save $90 compared to regular pricing, and have audit-ready documentation in place before your next meeting.

3

Manage your trust with confidence

AI-powered minutes, automated reminders, audit-ready documentation. Cancel anytime if it's not for you.

Start Free Trial — Then $49/mo for 3 Months
Questions?

Common questions

What happens after the 3 months?
Your subscription transitions to our regular pricing ($79/month for Solo, $199/month for Professional). No surprise charges — we'll remind you before the introductory period ends, and you can cancel anytime.
Is there a free trial too?
Yes. Your first 14 days are completely free. If you continue, you pay just $49/month for months 1 through 3. Regular pricing ($79/month) starts in month 4. You'll get a reminder before your trial ends.
Do I need a credit card to start?
No. Start your free trial with just your email. Add payment details when you're ready to continue.
Can I cancel anytime?
Absolutely. Cancel anytime, no fees. Your data stays accessible for 30 days after cancellation so you can export everything.
Is my data secure?
All data is encrypted at rest and in transit. We use bank-level security practices and never share your client information.
What if I manage multiple trusts?
The Solo plan covers individual trustees managing 1 trust. If you manage multiple trusts or work with a firm, our Professional plan ($199/month, also available at a discount) covers up to 5 trusts with multi-user access.
I'm not tech-savvy. Is this hard to set up?
Not at all. TrustOffice walks you through setup step by step. Most trustees are up and running in under 10 minutes. No IT department required.
How is this different from just using Google Docs or Word?
Google Docs can store documents, but it can't generate properly formatted meeting minutes, link decisions to financial records, remind you of required reviews, or give you a governance health score. TrustOffice is purpose-built for trust administration — not general document editing.
Can I import my existing documents?
Yes. You can upload existing trust documents, meeting notes, and records during onboarding. TrustOffice will organize them and flag any gaps in your documentation.
Is this just for US trusts?
TrustOffice is built around common law trust principles used in the US, but the governance and documentation features apply to trust administration in any jurisdiction. We have trustees in multiple countries using the platform.

Start managing your trust smarter

14-day free trial first · Then $49/mo for months 1-3 · $79/mo after

No credit card required · Cancel anytime · 30-day data export guarantee

Start Your Free Trial Now