About TrustMinutes
We're on a mission to make trust administration simpler, more compliant, and less stressful for fiduciaries everywhere.
Why TrustMinutes Exists
The story behind the tool — in the founder's own words
When my wife and I set up our first private trust in 2021, I quickly realized that the hard part wasn't creating the trust — it was everything that came after. Meeting minutes that needed to look professional. Distribution decisions that needed to be documented properly. Records that had to be audit-ready if anyone ever questioned a decision. And no good tool to handle any of it.
I started with a word processor and a legal pad, trying to reconstruct what legally-sound minutes should look like. Every meeting was the same: stare at a blank page, search for templates, second-guess the formatting, and hope the language would hold up. It was tedious, error-prone, and nobody should have to guess what proper trust documentation looks like.
I started consulting with other trustees and found the same story everywhere. People doing their best with word processors, email threads, and handwritten notes — hoping it would hold up if it was ever scrutinized. After helping hundreds of people with their trust packages, the consensus was clear: there has to be a better way.
That experience shapes every feature in TrustMinutes. It's the tool I wish I'd had from day one: guided document generation that produces properly formatted legal language, clear records of every decision, and a system that keeps you ahead of your obligations instead of scrambling to catch up.
TrustMinutes isn't legal advice — and I'd never position it as a substitute for qualified counsel on complex matters. What it is, is the operational tool that lets you document your trust the way it deserves to be documented, whether you're a first-time trustee or managing multiple trusts.
Fiduciary First
Every feature is designed around fiduciary duty requirements and legal compliance standards.
Expert Knowledge
Built with input from trust attorneys, CPAs, and professional fiduciaries who understand the real requirements.
Quality Obsessed
We sweat the details so you don't have to — every template is reviewed for legal accuracy and completeness.
Meet the Founder
The person behind TrustMinutes
Kenneth Kohler became a trustee in 2021 when he and his wife set up their first private trust. What surprised him wasn't the trust itself — it was the documentation burden that came after. Minutes that had to look professional. Decisions that needed a clear paper trail. Records that needed to hold up under scrutiny. And no tool built to handle any of it.
He started consulting with other trustees and found the same problem everywhere: people making do with word processors, email threads, and handwritten notes, hoping it would be enough. After helping hundreds of families with their trust packages, he stopped waiting for someone else to solve it. A career spanning marketing, media production, software, and AI automation gave him the skill set to build the tool he wished he'd had from day one.
That tool became TrustMinutes. His philosophy is simple: trust administration is already complex enough. Documenting it shouldn't be. That conviction drives every feature — from the guided wizard that structures your minutes, to the fiduciary-specific language built into every template.
Kenneth isn't a trust attorney. TrustMinutes isn't legal advice, and he'd never position it as a substitute for qualified counsel. What it is: the operational tool that lets any trustee produce minutes that meet the standard — whether you're serving your first trust or your tenth.
Company Information
Legal Entity
- Name: AgenticTrust LLC
- Founded: 2024
- Location: Heber City, Utah, USA
- Product: TrustMinutes