Meet us at Heckerling ‘26!

Rich and Russ will be at Heckerling 2026 in Orlando.

Use this contact form to set up a 15-minute meet and greet!

Disclaimer: We are not a law firm.

  • 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.