Meet us at Heckerling 2026 Conference Orlando
Meet us at Heckerling 2026 Conference Orlando
Trust funding support for multi-attorney trust & estate firms.
TrustAlign centralizes trust funding execution for your firm. We coordinate and complete the asset transfers required to fund trusts, while providing firm-wide visibility into progress.
Attorneys retain client relationships and oversight. TrustAlign functions as an outsourced execution team, reducing the operational burden on internal staff while ensuring follow-through happens consistently across matters.
Designed to support growing firms without disrupting how your teams already work.
Trust funding gets harder as firms grow.
As firms grow, trust funding execution becomes harder to manage consistently. Work moves across attorneys, staff, assets, and institutions, and accountability becomes diffuse.
Inconsistent processes across attorneys
Staff tracking work outside core systems
Difficulty answering “where are we on this trust?”
Risk when work is interrupted or reassigned
Limited visibility for partners and firm leadership
How TrustAlign fits firm-wide execution
TrustAlign provides operational clarity without operational disruption. Your attorneys and staff no longer need to track asset-by-asset status or manage institution-specific requirements — while leadership retains visibility into progress across the firm.
What becomes consistent.
Shared visibility across trust matters
Clear ownership of funding steps
Easier handoffs between attorneys and staff
Reduced reliance on individual memory.
What stays the same.
Your firm’s legal standards
Attorney-client relationships
Internal roles and responsibilities
How much work the firm chooses to take on
Common questions from multi-attorney trust & estate firms:
Does TrustAlign replace internal staff or paralegals?
No. TrustAlign supports and augments your existing team by handling trust funding execution work that is difficult to manage consistently at scale.
Will this force all attorneys to follow the same legal process?
No. TrustAlign provides shared structure and visibility for execution, not uniform legal judgment. Attorneys continue to practice as they see fit.
Who actually performs the asset transfers?
TrustAlign coordinates and completes the execution of asset transfers and retitling, working within institution-specific requirements and under attorney oversight.
How does firm leadership get visibility without micromanaging?
TrustAlign provides firm-wide visibility into funding progress, allowing leadership to see status across matters without reviewing individual files unless needed.
Do you compete with our firm for client relationships?
No. Your firm retains all client relationships. TrustAlign is not a law firm. We support execution only and do not solicit or retain clients.
See whether TrustAlign fits your firm.
We’ll walk through a real multi-attorney trust funding scenario and show how TrustAlign supports coordination and follow-through across the firm.
Designed for real firm operations, not theoretical workflows.