About Us

TrustAlign is redefining how families approach estate planning by making the complex process of trust funding and asset alignment simple, secure, and seamless. Our mission is to ensure that revocable trusts are not just signed—but fully implemented—so your legacy is preserved exactly as intended.

Our Story

Most people believe that once they’ve created a trust, their estate plan is complete. In reality, a trust is only effective if your assets are properly titled in its name. That’s where TrustAlign comes in. Founded by professionals with deep expertise in finance, law, and customer experience, TrustAlign fills a crucial gap between the legal creation of a trust and its proper funding.

Our technology-enabled service provides individuals, families, and their advisors with a high-touch, concierge-level solution for retitling assets, coordinating institutions, and completing the critical (but often neglected) final step in estate planning.

Why TrustAlign?

Estate planning is about more than documents—it’s about outcomes. At TrustAlign, we turn intentions into action. Whether you’re a family looking to protect your future or an advisor seeking a reliable funding partner, we make trust implementation frictionless and complete.

Let us help you ensure your plan works as it should—when it matters most.

  • Richard Pototsky

    CEO & CO-FOUNDER

    A seasoned CPA and executive, Richard brings decades of financial acumen to TrustAlign. After leading a top-performing firm through the complexities of ERC filings, Richard shifted his focus to personal CFO services for high-net-worth families. Through this work, he repeatedly encountered clients with well-crafted estate plans that had never been properly executed. TrustAlign was born out of that frustration—and Richard’s drive to close that costly gap. With a commitment to operational excellence and client trust, Richard leads the team with both strategic vision and hands-on experience.

  • Russell Jacobs

    CO-FOUNDER

    Russell is a respected attorney with deep roots in estate planning and trust law. Known for his meticulous attention to detail and pragmatic approach, he has helped countless clients protect and transfer their wealth across generations. At TrustAlign, Russell’s legal insight ensures our systems align with current legal standards and best practices. He is the architect of many of the firm’s protocols that turn a signed trust into a fully funded one, minimizing risk and ensuring peace of mind.

  • Tamara Adlin

    CO-FOUNDER

    Tamara brings a unique perspective to TrustAlign, honed from years at the intersection of product strategy, customer experience, and innovation. A recognized thought leader in UX and product alignment, Tamara ensures that TrustAlign isn’t just solving a legal or financial problem—but doing so in a way that’s intuitive, empathetic, and human-centered. Her influence is felt in every client interaction, from onboarding to asset transfer.

Contact us

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