100+
Trustees served
6
Template types
$0
Free plan, no card
5 min
Average completion
Built for fiduciaries
Professional tools designed for the way trustees actually work — structured, compliant, and efficient.
Guided Wizard
Step-by-step guidance with pre-filled fiduciary language and structured templates. No more guessing at format.
Compliant & Secure
Legally-sound templates with proper fiduciary language. Your data stays private and encrypted at every step.
Minutes, Not Hours
Generate professional minutes in minutes, not hours. Save trust profiles for even faster creation next time.
How it works
Three steps. That's all it takes to go from blank page to professional trust minutes.
Choose a template
Select from general, annual, or specialized trust templates — each pre-loaded with proper legal structure.
Fill in the details
Our guided wizard walks you through every section. Trust profiles auto-fill your recurring information.
Export & use
Download a polished PDF, ready to sign and file. Professional documentation in minutes, not hours.
Built for the way trustees actually work
Professional Templates
From general meetings to specialized trust actions — all templates included with proper legal structure.
Reusable Profiles
Save trust information once, reuse forever. Pre-fill wizard fields automatically from your profiles.
Edit Anytime
Save drafts, edit later, and re-export without limits on the Professional plan.
Free Trust Minutes 101 Course
6 emails over 14 days. Learn what every trustee should document, the mistakes that expose you, and the annual requirements you can't skip.
No spam. Unsubscribe anytime. 6 emails, 14 days.