Welcome, NAEPC 2025 Attendees!
We look forward to showing you how Trust Align can help you, your business, and your clients get the most out of the trusts you work so hard to create.
Trust Align is a white-label solution that enables estate planning and trust attorneys to deliver complete, compliant, and trackable trust funding, all under your firm’s brand.
I already offer asset moving services.
Why do I need Trust Align?
You already know your clients can’t, or won’t, move their assets on their own. And trusts don’t ‘work’ until assets are moved.
But that means you are devoting your own time to answering repetitive questions, your maxed-out staff’s time to tasks like sitting on the phone, and all the annoying details (like keeping your clients informed of your progress). You should be focusing your billable time on more valuable work.
Trust Align turns trust funding into a value-add, hands-off profit center for you and a relief for your clients—all under your own brand.
I don’t offer asset moving services, and for good reasons! Why should I consider Trust Align?
You’re already an expert at drafting trust documents that will protect your clients, but only if your clients follow through and fund the trusts. And many don’t. Why? Because moving assets into a trust is confusing, time-consuming, and often overwhelming.
You don’t want to be in the business of handling the dozens of details and time-consuming tasks to move your clients’ assets, but you want your clients to get the full value of the trust you created.
Trust Align is a turn-key solution. You create the trust, offer asset moving assistance under your own brand, and turn a profit.
We are partners, never competitors.
We are not in the business of creating trusts and we are not a law firm. We are a software solution company created by experts in realities of estate planning and trust law.
Whether you serve high-net-worth clients or family trusts, we ensure the plan you create is properly executed, tracked, and proven complete.
Trust align is perfect for:
Estate planning attorneys
Trust administration teams
CPAs and Financial advisors
We do the heavy lifting. You get the credit (and profit).
Deliver more without doing more using Trust Align’s platform
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Client Onboarding
Your clients create a secure account after working with you.
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Document Collection
We gather trust documents, asset lists, and needed signatures.
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Asset Transfer
Our team contacts banks, insurers, and agencies using limited POA
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Progress Tracking
Clients get a dashboard while you stay informed of progress.
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, or feel free to book a consultation with us here.
We can’t wait to hear from you!
Disclaimer: We are not a law firm.