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TrustOffice is governance-first trust management software built for private trust trustees, family office managers, and trust attorneys who take fiduciary duty seriously. Founded in 2024 by Kenneth Kohler — a trustee who got tired of running his own trust with Word documents and email threads — TrustOffice replaces the scattered tools most trustees rely on with one platform designed specifically for trust administration. The platform combines AI-powered meeting minutes, 31 professional legal templates, bi-directional financial tracking, and a unified beneficiaries dashboard into a single system. The AI Guided Minutes wizard walks trustees through each meeting step-by-step, then generates professionally formatted legal documents complete with proper WHEREAS and RESOLVED clauses — what used to take 2-3 hours now takes about 5 minutes. The Minutes ↔ Money integration is the only platform feature that links meeting minutes directly to financial records, so every distribution, payment, and decision has proper documentation behind it. TrustOffice serves trustees who want audit-ready records without paying an attorney for every routine document. It's not legal advice — it's the operational backbone for governing a trust the way it deserves to be governed: with clear records, automatic reminders, and intelligent automation that keeps you ahead of your obligations instead of scrambling to catch up. Based in Heber City, Utah. Reach the team at contact@trustoffice.app or (435) 222-2188.
104 E 600 S, #519, 84032, Heber, United States
4.0
4 reviews
No history of asking for reviews
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Trust office is an incredible platform that has helped me organize my trusts in such an efficient and easy to use system. It has given me back countless hours back to my life that I used to spend doing it the old way.
Trust Office is a great website that helps anyone manage and administer their trusts! The AI program helps walk you through the pertinent info needed to stay in compliance with the legal system while also helping you manage your trust(s). There are other companies out there that charge and arm and a leg to help you administer your trust(s), but not at Trust Office! Plus, with their expertise, you can rest assured you're partnering with a reputable and knowledgeable TRUST management Company!
Trustoffice is the premier program that enables you to painlessly manage your trusts with confidence and ease. Trust office enables you to easily stay in compliance with your minutes and documentation to keep your trusts right where you need them to be as the responsibility as a Trustee can be daunting if you get behind. TrustOffice makes managing your trusts a breeze!
Trust office is what I needed to keep up with all the paperwork and deadlines . It is user friendly and tech support is unmatched.
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