TrustEase gives individual and professional trustees a clear system for the job: what the trust owns, what came in and went out, what's owed to whom, and what needs to be done next — with the records to prove you did it right.
Purpose-built capabilities — not a generic tool bent out of shape.
A built-in fiduciary checklist maps your recurring duties — accountings, notifications, filings, insurance — and tracks each to completion.
Every distribution, expense, and decision is documented with dates, amounts, and supporting files — your protection if you're ever questioned.
Produce clear, professional statements and accountings beneficiaries actually understand, on demand or on a schedule.
Tax filings, renewal dates, and required notices live on one calendar with email reminders each morning.
Connect the trust's bank and investment accounts once — transactions and balances flow in automatically.
Give the trust's attorney or CPA read access so they can review without email attachments flying around.
A 30-minute walkthrough with a specialist — or create a free account and explore at your own pace.
Answers for for trustees teams evaluating TrustEase.
Start by getting an inventory of what the trust owns and a copy of the trust document. TrustEase gives you a place to record both, then guides your ongoing duties — accounting, distributions, notifications, and filings — with a built-in checklist.
You need records. Trustees are personally liable for the trust's administration, and the best protection is a complete, organized record of every transaction and decision. Software makes that automatic instead of a shoebox of receipts.
Yes — that's core to the product. Because every transaction is captured and classified through the year, your annual accounting is a report you run, not a project you dread.
You can start free. Plans scale with the number of trusts you administer.
30-min personalized walkthrough with our trust specialists
Pick any time that suits you on our live calendar — you'll get an instant confirmation with the meeting link.
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