Trust Office Administration, Done For You

Your Trust’s Paperwork. We Run It.

Meeting minutes, distributions, deadlines, and an audit-ready binder — handled by our team every quarter. Learn as you go, and take it over whenever you’re ready.

$295/mo $275/mo billed quarterly at $825

Get Started

$825/quarter · renews every 3 months · includes TrustOffice Estate · no lock-in

What’s Included

One service. Everything your trust needs to stay defensible.

For $825/quarter ($275/mo), here’s exactly what you get.

Meeting minutes

We draft your trustee meeting minutes with proper WHEREAS and RESOLVED clauses, ready for review and signature.

Distribution tracking

We log and document every distribution with authorization records and beneficiary notices.

Governance calendar

We maintain your calendar of recurring reviews, filing deadlines, and compliance dates — and flag what’s due.

Audit-ready binder

We keep your records organized and produce an audit-ready binder each quarter, so you can prove your trust is well-governed at any moment.

TrustOffice Estate included

Full access to the TrustOffice governance platform — digital minutes, entity map, document vault, governance health score, and audit trail. One bill, one cadence.

Learn as you go

We show you what we do so you can take over the administration yourself over time — and stop the quarterly payment when you’re ready.

Clear about what we don’t do

This is governance-administration discipline, not a substitute for professional advice. We keep your records audit-ready; we don’t overreach.

No legal advice

We don’t interpret your trust instrument or give legal conclusions. For that, we’ll point you to a qualified attorney.

No tax prep

We document distributions and flag tax-sensitive items. Filing is handled by your CPA.

No fabricated records

We never backdate or invent minutes. Missing records get honest, properly dated treatment.

How It Works

Get set up and hand off the paperwork

Tell us about your trust

Submit the intake form below. We assess your situation and make sure the service is a fit.

We set up your system

We configure your TrustOffice Estate account, load your documents, and establish your governance calendar.

We run it, you approve

Each quarter we produce your minutes, track distributions, manage deadlines, and deliver the audit-ready binder. You approve; we execute.

Take it over when ready

Learn as you go. When you’re comfortable running it yourself, stop the quarterly payment — no lock-in.

Get Started

Ready to hand off the paperwork?

Tell us about your situation and we’ll reach out to get your trust administration running.

Request the Trust Administration Service

Enter your details and our team will contact you to assess your trust and get you set up. No obligation.

We don't share your email. Unsubscribe anytime.

Questions?

Common questions

How much does it cost?

The Trust Administration Service is $825 per quarter ($275/month equivalent), billed and renewing every 3 months. It includes full TrustOffice Estate access — the software is bundled in, not a separate bill.

What exactly do you do for me?

Our team runs the administration: we draft meeting minutes, track and document distributions, maintain your governance calendar and deadlines, and produce an audit-ready binder each quarter. You approve; we execute.

Can I stop paying anytime?

Yes. The service is built so you can learn as you go, take over the administration yourself, and stop the quarterly payment. Give us notice before the next quarter’s renewal.

Is this legal advice or tax advice?

No. This is governance-administration discipline. We keep your trust documented and audit-ready. For legal conclusions, interpreting your trust instrument, or tax questions, we’ll point you to a qualified attorney or CPA.

Do I need to already be a TrustOffice customer?

No. TrustOffice Estate access is included in the service. We set up your account as part of onboarding.

How do we get started?

Submit the form below and we’ll reach out to assess your situation, set up your account, and start. No pressure and no lock-in.

Your trust deserves better than falling behind

$825/quarter ($275/mo) · includes TrustOffice Estate · learn as you go · no lock-in

Get Started

The Trust Administration Service is provided for governance-administration purposes only and does not constitute legal or tax advice. It is not a substitute for professional legal, accounting, or fiduciary investment guidance. Always consult a qualified attorney, CPA, or advisor for your specific situation.