TrustEase provides a custom solution to fit your organizational needs.
For trustees, advisors & trust companies
For single & multi-family offices
For estate attorneys & wealth advisors
Individuals and family members often serve as trustee on directed and delegated trusts — time-consuming roles without the right tools. TrustEase lets individual trustees streamline administration while delegating investment management and tax filing to outside professionals.
Trust at a Glance
In the growing field of professional trustees, fiduciaries require a technology partner that brings efficiency and scalability. TrustEase brings corporate-trustee capabilities to the individual and team level — manage one to thousands of trusts with a standardized process.
Practice Overview
TrustEase streamlines complex trust administration for non-deposit trust companies. Automated multi-custodial data aggregations, comprehensive reporting, and an integrated CRM allow executives to manage client relationships at scale while mitigating risk.
Company Overview
Our PTC solution allows founding families to retain control over trust management while maintaining confidentiality and privacy. Permission-based roles enable collaboration between family members and advisors, with automated aggregation across all family assets.
Family View
For single-family offices managing one family's wealth across trusts, LLCs, and direct investments, TrustEase gives principals and their advisors a unified dashboard — real-time net worth, banking sync, and capital call tracking without spreadsheets.
Family Net Worth
TrustEase provides single and multi-family offices with a comprehensive organizational view — greater transparency for families while maintaining confidentiality. Stakeholders receive limited access appropriate to their role, while principals get complete reporting.
Family Office View
Intelligent Trust gives estate management attorneys and their paralegals a dedicated workflow — AI-assisted drafting of Wills, Trusts, and POAs, tracked review stages, and a secure client portal that keeps matters moving without manual document assembly.
Practice at a Glance
For wealth advisors who coordinate estate plans alongside investment strategy, Intelligent Trust connects directly to the family's broader financial picture — surfacing matter status, key dates, and document completion so nothing slips between the planning and execution teams.
Coordination View
Our specialists will show you exactly how TrustEase fits your structure.
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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