The White-Label Solution That Keeps Your Clients’ Trusts Truly Funded.
Trust Align helps estate planning and trust attorneys deliver complete, compliant, and trackable trust funding — under your firm’s brand.
Why Attorneys Choose Trust Align?
White-Label. Progress-Tracking. Specific.
TrustAlign is built for attorneys who want to deliver more without doing more.
White-Label Service: We operate invisibly under your brand. Your clients see your logo — not ours.
Progress Tracking: Get real-time updates on every asset transfer, so you always know where things stand.
Specific Execution: Our specialists coordinate directly with financial institutions, ensuring precise and verifiable funding.
Compliance Confidence: Documentation and confirmation for every transfer, reducing liability and improving client satisfaction.
Zero Added Workload: We handle the process; you maintain the relationship.
The Challenge:
Your clients think their trusts are funded. But are they?
Most law firms stop at document drafting — leaving asset transfers incomplete and exposure high. Trust Align ensures every trust you draft is actually funded, documented, and trackable — so your clients stay protected and your practice stays efficient.
Built for Estate Planning Professionals
TrustAlign isn’t a generic back-office tool — it’s designed for the 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.
Perfect for:
Estate planning attorneys
Trust administration teams
CPAs and Financial advisors
Ready to align your firm with the future of trust funding?
Visit us at NAEPC 2025 or book a private demo to see how TrustAlign can work under your brand.
Disclaimer: We are not a law firm.