Professional asset movers for your trust clients.

Add value, save time, and give clients the support they actually need—with no extra burden on your team.

A digital marketing slide promoting Trust Align as a turnkey white-label solution for funding trusts. It highlights a 95% completion rate, $0 staff time, no training needed, and fast setup, with the tagline 'Your clients, our service, your success'.

You already know the problems

Every time you deliver a trust, you hope the client follows through. But unless you're doing the follow-up yourself, your hands are tied.

Notification indicating that the staff are maxed out, with a message stating the paralegals are already at capacity.
Illustration of overlapping question mark icons in yellow and brown shades above the text 'Repetitive Questions' with the subtitle 'Clients ask the same asset questions again and again' on a light background.
Icon of crossed out dollar sign with text promoting unfunded trusts, indicating they are beautifully crafted trusts that never control assets.

We do the heavy lifting.

A secure, white-label platform that handles trust funding on your behalf.

  • Silhouette of a person standing on a mountain peak at sunset, holding a flag.

    Client Onboarding

    Your clients create a secure account after working with you.

  • Black and white puzzle piece with a keyhole shape in the center.

    Document Collection

    We gather trust documents, asset lists, and needed signatures.

  • Stack of papers or documents with lines of text.

    Asset Transfer

    Our team contacts banks, insurers, and agencies using limited POA

  • Black outline of a woman performing a handstand with one leg bent and the other extended, on a round platform, with a fluffy cloud background.

    Progress Tracking

    Clients get a dashboard while you stay informed of progress.

Free eBook for Attorneys

Trust Align Isn’t Just Helpful.
It's Profitable.

You charge a flat fee to your clients. We fulfill the service.

  • A graphic showing a yellow glove with a red slash crossing it out above a yellow coin with a dollar sign, indicating no handling or no money exchange.

    No Billable Hours

    Your clients create a secure account after working with you.Flat fee structure with predictable revenue.

  • Clock with a red prohibition sign over it

    No Staff Time

    Your team can focus on higher-value legal work.

  • A crossed wrench with a red X symbol over it, indicating no tools or repairs allowed.

    No Tools to Maintain

    Our team contacts banks, insurers, and agencies using limited POANo software to learn or systems to maintain.

  • Illustration of a handshake with an upward green arrow symbolizing growth or success.

    Your brand

    White-label service keeps you top of mind.

Ready to Scale Your Practice?

Schedule a demo to see how Trust Align can help your clients and your business.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!