Meet us at Heckerling 2026 Conference Orlando
Meet us at Heckerling 2026 Conference Orlando
Trust funding support for solo trust & estate practices.
TrustAlign handles the operational work of trust funding execution on your behalf. We coordinate asset transfers, retitling, and institution-specific requirements so you don’t have to track forms, follow up with banks, or manage asset-by-asset details yourself.
You maintain the attorney-client relationship. We function like an outsourced trust-funding operations team, handling the detailed execution work that would otherwise fall to your paralegals or staff.
Designed to support solo workflows without adding administrative burden.
When you’re solo, execution lives in your head.
Trust funding doesn’t get simpler just because your firm is small. You’re still managing multiple asset types, institution-specific requirements, client expectations, and follow-ups, often at the same time.
TrustAlign supports the way you already practice law. You draft the trust and advise your clients. We handle the execution work required to fund it — and keep you and your clients informed as progress is made.
Multiple assets per trust
Institution-specific forms
Client check-ins interrupting billable work
Status tracking outside your core tools
Risk when steps are missed or delayed
How TrustAlign fits solo practices
TrustAlign supports the way you already practice law. You draft the trust and advise your clients. We handle the execution work required to fund it — and keep you and your clients informed as progress is made.
What changes.
Assets actually get transferred into the trust
Execution no longer depends on memory or reminders
Clients see progress without constant check-ins
Funding moves forward without consuming your time
What doesn’t.
Your legal process
Your client relationships
Your judgment
The number of hours you work
Common questions from solo trust & estate practices:
What exactly does TrustAlign do for my clients?
TrustAlign handles the execution of trust funding after documents are signed. We coordinate asset transfers, retitling, and institution-specific requirements so assets are actually moved into the trust.
Am I still responsible for legal advice and oversight?
Yes. You provide all legal advice and maintain oversight. TrustAlign handles the operational execution work under attorney direction.
Is this like outsourcing paralegal work?
Many solo practices use TrustAlign the way they would use experienced paralegal support — except the work is centralized, visible, and purpose-built for trust funding execution.
Will my clients be confused about who they’re working with?
No. Clients understand that you are their attorney and that TrustAlign is supporting execution. You and your clients can both see progress throughout the funding process.
Is this overkill for a small practice?
No. Trust funding complexity doesn’t scale down just because a firm is small. TrustAlign is designed to remove the detailed follow-through work that consumes solo attorneys’ time.
See whether TrustAlign fits your solo practice.
We’ll walk through a real trust funding scenario and show how TrustAlign supports solo execution—without changing how you practice law.
Designed for real trust & estate work, not generic task tracking