WingPoint Customer

Your trust is real.
Now it needs a home.

You came to WingPoint to learn about trusts and decide if one was right for you. You decided. You purchased. Your trust exists — it's legally formed and it's yours.

TrustOffice is where your trust lives now. It's the platform that keeps your trust defensible, organized, and ready for anything — with AI-powered meeting minutes, compliance tracking, and financial records that hold up under scrutiny.

Your exclusive WingPoint annual plan.

WingPoint customers get unlimited trusts at a special rate that's below our public pricing. This is our WingPoint-exclusive rate, available only when you sign up through the WingPoint activation flow.

Activate Your Trust
What's Inside

From trust document to living trust

A trust document is a beginning, not an end. Every year, your trust needs meeting minutes, financial records, beneficiary updates, and compliance documentation. Skip those, and your trust's legal protections can erode.

TrustOffice is built to make that upkeep simple. What used to take hours — drafting minutes, finding templates, tracking distributions — now takes minutes. Here's what's waiting for you inside.

AI-Powered Meeting Minutes

5 minutes. Not 2–3 hours.

Our guided 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

Documents that look like they came from your attorney.

From routine distributions to complex amendments, every governance scenario is covered. Each template generates a document formatted to legal standards — signature blocks, certification language, confidentiality notices.

Minutes ↔ Money Integration

No manual cross-referencing. No spreadsheet drift.

The only platform that links meeting minutes directly to financial records. Approve a distribution in minutes, record the payment automatically.

Defensibility Score

Know your weak spots before they become problems.

A 0–100 score that tells you how well your records would hold up if anyone ever asked. Get AI recommendations on exactly what to fix.

Your Exclusive Plan

Your exclusive WingPoint plan

As a WingPoint customer, you get unlimited trusts at a special annual rate not available on our public pricing page.

WingPoint Exclusive

WingPoint Annual

$99 /mo

billed annually ($1,188/year)

Unlimited trusts

  • AI-powered guided minutes
  • 31 professional templates
  • Minutes ↔ Money integration
  • Multi-trust dashboard
  • Recurring task automation
  • Governance calendar with reminders
  • Distribution workflow with solvency checks
  • Compensation tracker
  • Governance Health Score
  • Beneficiary management
  • Professional PDF generation & data export
  • Priority email support
Activate Your Trust

This exclusive rate renews annually. If you cancel, you won't be able to get this pricing again.

Activation

Three steps to activate your trust

1

Check your email

We sent you a welcome email with a link to set your password. Click that link to create your account.

2

Log in and choose your plan

Your exclusive WingPoint plan is waiting. Activate unlimited trust management at your special annual rate.

3

Start governing

Your dashboard walks you through setup step by step. The Getting Started checklist shows you exactly what to do first.

Activate Your Trust

Already set your password? Log in here.

Trusted by Trustees

You're in good company

★★★★☆ 4.0 TrustScore — TrustPilot
"TrustOffice is what I needed to keep up with all the paperwork and deadlines. It is user friendly and tech support is unmatched."

— Verified TrustPilot review

📚

Free: Trustee 101 Course

9 video lessons covering fiduciary duties, commingling, HEMS, beneficiary communication, and more — the course that should have come with your trust document. Lessons 1–3 are free instantly.

Start the free course

Questions? Email support@trustoffice.app or reply to your welcome email. We respond within one business day.

FAQ

Frequently Asked Questions

Is my trust actually ready?
Yes. Your trust was created the moment you completed your WingPoint purchase. It is real, it is legally formed, and it is yours. TrustOffice is where you manage it — but the trust itself already exists.
Why do I need a subscription?
Your trust requires ongoing governance to stay legally defensible — meeting minutes, financial records, compliance tracking, and document updates. TrustOffice handles all of this. Without active management, your trust's protections can weaken over time. Your subscription keeps your trust alive, organized, and audit-ready.
What happens if I cancel?
This exclusive WingPoint rate is available to WingPoint customers only. Your plan renews annually. If you cancel, you won't be able to get this special pricing again — you'd need to subscribe at regular TrustOffice rates.
Why is this plan annual only?
WingPoint customers get unlimited trusts at a special rate that's below our public pricing. Annual commitment makes that possible. You're saving compared to monthly billing on any public plan.
What if I don't subscribe right away?
Your trust exists regardless. But without TrustOffice, you'd need to manage governance manually — drafting minutes by hand, tracking compliance deadlines yourself, maintaining your own financial records. Most trustees find that costs them hours every month.
Can I cancel anytime?
Yes. You can cancel from your dashboard at any time. Your subscription remains active until the end of your annual billing period. Your trust remains legally valid — you'd just lose access to the management tools.
My setup link expired. What do I do?
Email support@trustoffice.app and we'll send you a fresh link immediately.
Are WingPoint and TrustOffice the same company?
No. WingPoint is where you learned about trusts and purchased yours. TrustOffice is a separate platform that manages trusts after they're created. WingPoint partners with TrustOffice so your trust is ready to manage the moment you complete your purchase.

Your trust is ready. Activate it today.

Your exclusive WingPoint plan is waiting. Unlimited trusts, $99/mo, billed annually. Take the next step and start governing with confidence.

Activate Your Trust Back to WingPoint