TrustAmend
A secure client portal that centralizes trust information, connects advisors, and keeps estate plans on track
A secure client portal that centralizes trust information, connects advisors, and keeps estate plans on track
Give families an organized snapshot of their trusts, funding tasks, distributions, and important reminders without needing a phone call.
Invite attorneys, fiduciaries, and investment partners to share updates, add notes, and keep every decision in one place with audit-ready transparency.
Store executed documents, funding instructions, and advisor deliverables in a secure, version-controlled vault so everyone works from the latest source of truth.
Everything clients need, in a single secure hub
Trust Amend gives families a clean, branded experience to review their trusts, understand distribution timelines, and stay on top of the tasks you assign—no portals, PDFs, or inbox searches required.
Highlight key provisions, beneficiaries, and upcoming milestones in plain language so every family member understands what to expect.
Assign tasks, request uploads, and notify clients when accounts need updates so the trust stays funded and compliant over time.
Centralize executed documents, statements, and letters of instruction with permissions that mirror the trust, so every stakeholder sees exactly what they should.
“Trust Amend finally gives our clients something to log into between meetings. They upload statements, acknowledge tasks, and show up prepared because everything they need to do for their trust lives in one place.”
“My brothers and I used to text each other every time Mom's trust changed. Now we just check Trust Amend, leave a note for our attorney, and know the latest document is ready when we need it.”
One workspace for attorneys, fiduciaries, and family offices
Invite trusted partners into their own view, control what they can edit, and capture every conversation alongside the trust data so compliance reviews take minutes.
Role-based access ensures beneficiaries, co-trustees, and advisors only see what they need while you keep full control of edits and approvals.
Track questions, approvals, and advisor comments directly on the relevant asset or instruction so the full story is captured for auditors and family members.
Export every update, document, and approval history instantly so regulators, trustees, and clients can see exactly how the plan has been maintained.