Attorneys
Your clients signed the trust.
Did everything actually make it in?
TrustAlign helps handle the administrative follow-through after signing. That includes transfer paperwork, institution follow-up, confirmations, and records, so your clients' assets get moved, retitled, or aligned with the plan you drafted. You keep the client relationship, the legal judgment, and full visibility.
What makes TrustAlign different?
Co-founded by an estate planning attorney.
Russell Jacobs, a practicing trust and estate attorney, wrote the protocols our coordinators follow.follow.
Partners, never competitors.
TrustAlign is not a law firm. We don't give legal advice, draft documents, or take on your clients.
We never hold client funds.
We don't hold, invest, or move money. We handle the paperwork that changes whose name is on the account..
The problem
A signed trust isn't always the final step.
Your work ends with well-drafted, properly executed documents. What comes next is a different kind of job. The home, the accounts, the insurance, and the business interests each have to be moved, retitled, or aligned with the trust, one institution at a time. You know it as trust funding. Many clients don't realize it's a separate step at all.
Whether that work sits with you, your staff, or your client, it's hard to do consistently. Clients mean to get to it, then life gets in the way. Every institution has its own forms, signatures, and hold times. Status lives in someone's inbox or memory, and nobody can quickly answer, "Where are we on this trust?"
When key assets are never moved or aligned, a trust may not work the way you and your client intended. We help keep the follow-through moving.
What we handle:
The follow-through, off your plate
Asset review. We work with your client to identify what may still need to be moved, retitled, or aligned.
Real estate. We coordinate deed transfers and recording, under your direction.
Financial accounts. We handle retitling paperwork for bank, brokerage, and investment accounts, one institution at a time.
Beneficiary designations. We coordinate the paperwork for policies and accounts, as you direct.
Institution follow-up. Hold times, rejected forms, missing signatures, and resubmissions are ours to chase.
Confirmations and records. Documentation for each completed item, for your file and your client's.
How it works
Intro call. We align on your process, preferences, and how you'd like clients handed off.
Refer a client. One short form. We take it from there and keep you copied.
Track progress. See each referred client's status in your attorney portal, anytime.
Close the file. Receive a completion report with confirmations for every item we handled.
What changes and what stays the same
What changes
Assets get moved, retitled, or aligned with the plan
Follow-through no longer depends on memory or reminders
Clients see progress without calling your office
The work moves forward without consuming your time
What stays the same
Your legal standards, process, and judgment
Your attorney-client relationships
Your team's roles and responsibilities
How much work you choose to keep in-house
Solo vs. firm
For solo practitioners. The follow-through doesn't shrink with the size of your practice. TrustAlign gives you an experienced team without the hire, so client paperwork stops interrupting billable work.
For multi-attorney firms. One consistent follow-through process across attorneys and matters, with shared visibility for partners and staff. Handoffs get easier, and leadership can see status firm-wide.
Free tools to share with clients
Help past clients check where things stand.
Clients who signed years ago may not remember what was moved. Two free resources can help them spot possible gaps before they become problems.
The 90-Second Trust Check.
A private, anonymous quiz. No name, no email, and no list of what they own. They get their results instantly.
The Is Everything In Your Trust? Checklist.
A plain-English guide to reviewing their home, accounts, insurance, business interests, and other assets.
FAQs
What exactly does TrustAlign do?
We help handle the administrative follow-through after trust documents are signed. That includes transfer paperwork, institution follow-up, confirmations, and records, all under attorney direction.
Am I still responsible for legal advice and oversight?
Yes. You provide all legal advice and direction. We handle the operational work.
Does TrustAlign replace my paralegals or staff?
No. We support your team, or fill the gap if you don't have one.
Will my clients be confused about who they're working with?
No. Your clients know you're their attorney and TrustAlign is supporting the follow-through. You and your clients can both see progress.
Do you compete for my clients?
Never. TrustAlign is not a law firm and doesn't offer legal services. Your client relationships stay yours.
How is pricing handled?
Flat fees per institution and per property, with no hourly billing. Third-party costs like recording fees are passed through at cost. We'll walk through the details on your partnership call.
How is client information protected?
Documents are stored in an encrypted portal, identities are verified, and any authorizations are limited in scope and notarized.
Let's talk about your clients' trusts.
In a 30-minute call, we'll walk through a real scenario and show how TrustAlign fits your practice, without changing how you practice law.
Prefer to talk now? Call (844) 494-2445.