TrustEase brings assets, beneficiaries, distributions, documents, deadlines, and compliance into a single secure workspace — whether you manage one family trust or hundreds.
Purpose-built capabilities — not a generic tool bent out of shape.
Real estate, bank accounts, investments, business interests, and personal property — valued, documented, and always current.
Track beneficiaries, co-trustees, and advisors with role-scoped access, so everyone sees exactly what they should.
Administer parent and child trusts in groups, with consolidated dashboards, group-level reports, and per-trust drill-down.
Deadlines, filings, and to-dos with reminders and a consolidated morning digest email, so nothing is missed.
Governing documents, amendments, statements, and correspondence — organized, searchable, and shareable.
Ask questions about your trusts in plain English and get answers grounded in your own data.
A 30-minute walkthrough with a specialist — or create a free account and explore at your own pace.
Answers for trust management teams evaluating TrustEase.
It centralizes the day-to-day administration of a trust: tracking assets and their values, managing beneficiaries, recording and authorizing distributions, storing governing documents, and keeping the trustee compliant with recurring duties.
Yes. TrustEase is built for multi-trust administration — group related trusts, see consolidated assets under management, and run reports at the group or individual trust level.
Yes. Invite beneficiaries, co-trustees, and advisors with role-based permissions, so each person sees only what their role allows.
TrustEase encrypts data in transit and at rest, is hosted on AWS, enforces role-based access, and records a complete audit trail of every action.
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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