TrustOffice

What it does

TrustOffice is a governance-first platform for trustees and owners. Manage trusts and entity structures with guided workflows, automated reminders, and audit-ready documentation.

TrustOffice is trust management software for private trustees: AI meeting minutes, distribution tracking, tax deadlines, and audit-ready records. From $79/mo.

TrustOffice combines professional legal document generation, financial tracking, and intelligent automation to help trustees manage private trusts with confidence. What used to take hours now takes minutes. TrustOffice combines AI document generation with comprehensive governance tools. 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. From routine distributions to complex trust amendments, our comprehensive template library covers every governance scenario. Each template generates professionally formatted, legally-appropriate documents.…from trustoffice.app

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