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

Subscribe Now, $49/mo for 3 Months

subscription 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

Subscribe Now, $49/mo for 3 Months

The Reality

Sound familiar?

Meeting minutes scattered across Word docs, emails, and legal pads

Hard to prove what was decided, when, and by whom

Anxiety about audits or beneficiary challenges years later

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

TrustPilot | 4.0 TrustScore

★★★★★ · 4 reviews (all 5-star)

"Trust office 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 back to my life that I used to spend doing it the old way."

- Brett Tudsbury, TrustPilot

Verified on TrustPilot

"Trust Office is a great website 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."

- Matt Graham, TrustPilot

Verified on TrustPilot

"TrustOffice is the premier program that enables you to painlessly manage your trusts with confidence and ease. TrustOffice makes managing your trusts a breeze!"

- Ben Barlow, TrustPilot

Verified on TrustPilot

How It Works

3 steps to trust governance peace of mind

Start your subscription

Create your account and subscribe to start governing your trust immediately.

Activate the $49/mo offer

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

Manage your trust with confidence

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

Subscribe Now, Then $49/mo for 3 Months

Questions?

Common questions

What happens after the 3 months?

Your subscription transitions to our regular pricing, Trustee at $79/month (1 trust), Estate at $149/month (8 trusts), or Advisor at $399/month (unlimited). No surprise charges, we'll remind you before the introductory period ends, and you can cancel anytime.

Is there an introductory offer?

Yes. New subscribers get the first 3 months at $49/month, then regular pricing ($79/month) applies. This is governance infrastructure, the trust pays for it the same way it pays for legal counsel.

Do I need a credit card to start?

No. Start your subscription 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 Trustee plan covers individual trustees managing 1 trust. If you manage multiple trusts, the Estate plan ($149/month) covers up to 8 trusts. The Advisor plan ($399/month) supports unlimited trusts with client view and white-label features.

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.

Not Sure Yet? Start with the Free Course

Enter your email and get instant access to Trustee 101, 10 video lessons that teach you what your attorney didn't have time to explain.

We don't share your email. Unsubscribe anytime.

Start managing your trust smarter

subscription first · Then $49/mo for months 1-3 · $79/mo after

· Cancel anytime · 30-day data export guarantee

Subscribe Now