TrustEase unifies trust administration, family office management, and AI-assisted estate management — so trustees, families, and advisors work from one secure source of truth.
Full trust administration — assets, distributions, compliance, and multi-role collaboration in one ledger.
Explore Trust ManagementMulti-entity net worth, investments, banking, and capital calls — built for single and multi-family offices.
Explore Family OfficeAI-assisted estate management — document drafting, attorney review, client portal, and CRM sync.
Visit Intelligent TrustPurpose-built for fiduciaries — every feature designed around the real duties of a trustee.
Connect to 15,000+ financial institutions via Plaid. Pull real-time PCR investment feeds from all major custodians. Track LLCs, real estate, and alternative investments.
Create, review, approve, and track distributions with a full audit trail. Multi-trustee approval workflows and beneficiary notifications built in.
Approval WorkflowsLedger-based accounting, principal & income statements, trust synoptics, and custom reports. Export PDF or Excel in one click.
One-Click ReportsSecure cloud storage for trust agreements, tax returns, deeds, and insurance policies. Third parties can upload invoices and tax returns directly.
Encrypted StorageTrustees, advisors, attorneys, CPAs, and beneficiaries each get role-appropriate access. Customizable permissions at every level.
Role-Based AccessEvery action logged. Every session encrypted. Every role scoped exactly right.
All data SSL-encrypted. Each session uses a unique 64-character JWT token — a compromised token cannot grant access to any other account.
Bank-Level SecurityEvery distribution, login, upload, and approval permanently logged with timestamp and user identity. Court-ready fiduciary records, always.
SOC 2 CompliantYour banking credentials never touch TrustEase servers. Plaid creates a secure tokenized connection — we only receive transaction identifiers.
Plaid PoweredHosted on AWS with managed RDS database accessible only within Amazon's internal IP range. Web servers behind strict firewall rules.
AWS HostedGranular access controls ensure trustees, advisors, attorneys, and beneficiaries each see only what their role requires.
Scoped AccessSubscription billing handled entirely by Stripe. Credit card data never enters TrustEase — Stripe issues secure tokens for all payments.
PCI CompliantMulti-entity net worth tracking, investment portfolios, banking with Plaid sync, capital calls, distributions, and an AI advisor — purpose-built for single and multi-family offices.
Trusts, LLCs, LPs — unified ownership view.
Multi-entityAsk your wealth data anything — instant family office insights.
AI-PoweredIntelligent Trust is TrustEase's dedicated estate management platform — connecting advisors, attorneys, paralegals, and families in one secure workflow with AI-assisted drafting.
Join hundreds of trustees who have moved from spreadsheets to TrustEase.
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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