What is a minute taking service for trustees?

A minute taking service for trustees produces formal, compliant written records of trust meetings and trustee decisions. Traditional services charge $200 to $500 per meeting and require scheduling a professional to attend or review the meeting. TrustMinutes replaces this with a guided wizard that generates the same compliant documentation in about 5 minutes for $0 to $19 per month.

How much does a professional trust minute taking service cost?

A traditional professional minute-taking service typically charges $200 to $500 per meeting, depending on complexity and whether the professional attends in person. For a trustee who holds quarterly meetings, that adds up to $800 to $2,000 per year. TrustMinutes offers the same compliant output starting at $0 per month on the free plan and $19 per month on the professional plan.

Can TrustMinutes replace a professional minute taking service?

For most standard trust meetings, yes. TrustMinutes guides you through every required field, including meeting date, attendees, decisions made, distributions authorized, and signatures. The output is structured to meet common fiduciary record-keeping standards. For highly complex or contested matters, you may still want an attorney to review the final document, but the drafting work is handled by the wizard.

Is TrustMinutes suitable for professional fiduciaries?

Yes. TrustMinutes is designed for professional fiduciaries, family offices, and accounting firms that manage multiple trusts. The platform lets you generate consistent, well-structured minutes across every trust you administer, reducing the risk of documentation gaps that lead to compliance issues or beneficiary disputes.

How long does it take to generate trust minutes with TrustMinutes?

Most users complete a full set of trust meeting minutes in about 5 minutes using the guided wizard. You answer a series of structured questions about the meeting and the decisions made, and the platform generates a formatted, signed-ready document. This compares favorably to the days or weeks involved in scheduling a traditional minute-taking service.

Are trust minutes generated by TrustMinutes legally valid?

TrustMinutes produces structured documentation that meets common standards for trust record keeping. The minutes include all standard fields such as date, attendees, decisions, distributions, and trustee signatures. However, TrustMinutes is not a law firm and does not provide legal advice. For complex or unusual situations, have your attorney review the final document.

For Professional Fiduciaries

Minute Taking Service for Trustees

Don't want to write minutes yourself? Our guided wizard does it for you in 5 minutes. Get the same compliant, professional trust meeting records that a traditional minute-taking service produces, at a fraction of the cost and on your own schedule.

Traditional Service vs. TrustMinutes: Cost Comparison

A professional minute-taking service bills per meeting, and those costs add up quickly. TrustMinutes delivers the same compliant output for a flat monthly fee, with no per-meeting charges.

Feature	Traditional Service	TrustMinutes
Cost per meeting	$200 to $500	$0 (free plan)
Monthly cost	$800 to $2,000/year for quarterly meetings	$0 to $19/month
Time to produce minutes	3 to 10 business days	Approximately 5 minutes
Scheduling required	Yes, coordinate with a professional	No, generate on your schedule
Format consistency	Varies by professional	Standardized across all meetings
Unlimited meetings	No, billed per meeting	Yes, included in subscription
Export to PDF	Usually included	Included on all plans

The math is straightforward. If you hold quarterly trust meetings, a traditional service at $300 per meeting costs you $1,200 per year. TrustMinutes on the professional plan costs $228 per year and includes unlimited meetings. For fiduciaries managing multiple trusts, the savings scale even further.

Why Fiduciaries Switch to TrustMinutes

Traditional minute-taking services were the only option for decades. That has changed. Here is what makes TrustMinutes a practical alternative.

5 Minutes, Not 5 Days

The guided wizard walks you through every required field and generates a formatted document on the spot. No scheduling, no waiting for a professional to draft and return your minutes.

Predictable Cost

A flat monthly subscription replaces unpredictable per-meeting billing. Whether you hold 4 meetings a year or 40, your cost stays the same. See full details on our pricing page.

Consistent Quality

Every set of minutes follows the same structured format. No variation between different service providers or drafts. Your client files stay uniform and audit-ready across every trust you manage.

Built for Professionals Who Manage Trusts

TrustMinutes is designed for the people and firms that handle trust documentation as part of their daily work.

Professional Fiduciaries

If you serve as trustee for multiple clients, you need consistent documentation across every trust. TrustMinutes standardizes your minute-taking process so every file meets the same quality bar, without the per-meeting cost of a traditional service.

Unlimited minutes on every trust you manage
Consistent format across all client files
Export to PDF for client deliverables

Family Offices

Family offices overseeing multiple trusts and entities deal with frequent meetings and complex decisions. TrustMinutes streamlines the documentation process so your team spends less time on paperwork and more time on strategy.

Document meetings for multiple related trusts
Track distributions and investment decisions
Reduce administrative overhead per meeting

Accounting Firms

Accounting firms that prepare fiduciary tax returns need well-documented trustee decisions to support income, deduction, and distribution reporting. TrustMinutes produces records that align with what your tax team needs.

Records that support fiduciary tax preparation
Clear documentation of distributions and expenses
Reduced back-and-forth with trust departments

How the Guided Wizard Works

Three steps. About five minutes. No scheduling required.

Enter Meeting Details

Input the trust name, meeting date, attendees, and type of meeting. The wizard prompts you for every field that a compliant set of trust minutes requires. No guessing about what to include.

Document Decisions

Record the decisions made, distributions authorized, investments reviewed, and any other actions taken. The wizard structures each entry into the proper format automatically. You can also reference our guide on how to write trust minutes for best practices.

Generate and Sign

Download the formatted, signed-ready document. Print, sign, and store in your trust file. The entire process takes about 5 minutes from start to finish. You can also start from our trust minutes template if you prefer a manual approach.

Ready to manage the whole trust, not just the minutes?

TrustOffice is the governance workspace for trustees who want to manage their trusts with confidence. Create, store, and organize professional meeting minutes - plus track distributions, expenses, and compliance - all in one place.

Frequently Asked Questions

Stop Paying Per Meeting. Start Generating Minutes in Minutes.

Try the guided wizard free and see how it compares to your current minute-taking process. No credit card required to start.

TrustMinutes is a documentation tool, not a law firm. The minutes and other documents generated by TrustMinutes are not legal or tax advice. For complex trust matters, consult a qualified attorney or tax professional in your jurisdiction.