Question 1

How does the TrustMinutes wizard work?

Accepted Answer

The TrustMinutes wizard guides you through a series of step-by-step questions about your trust meeting — including the type of meeting, trustee names, beneficiaries involved, distributions authorized, and resolutions adopted. Based on your answers, the wizard automatically generates a professionally formatted trust meeting minutes document. The entire process typically takes 5 to 10 minutes, compared to hours of manual drafting.

Question 2

What output format does the wizard produce?

Accepted Answer

The wizard produces a structured trust meeting minutes document that you can export as a PDF or Word (DOCX) file. The output includes all standard sections — meeting details, attendees, matters discussed, resolutions, distributions, beneficiary notifications, and trustee signatures. Professional plan users get clean exports with no watermark, while free plan exports include a small TrustMinutes watermark.

Question 3

Are minutes generated by the wizard legally valid?

Accepted Answer

Minutes generated by the TrustMinutes wizard are structured to include the key elements that courts and tax authorities expect in trust documentation, such as resolutions, fiduciary duty considerations, and references to applicable UTC sections. However, the legal validity of your minutes depends on the accuracy of the information you provide and whether it complies with your specific trust instrument and state law. The wizard is a documentation tool, not legal advice — for complex situations, consult a qualified attorney.

Question 4

Can I edit the minutes after the wizard generates them?

Accepted Answer

Yes, after the wizard generates your minutes, you can review and edit any section before exporting. You can modify text, add custom clauses, adjust formatting, and include additional details specific to your trust. You can also export to Word format for further editing outside the platform. This flexibility ensures the final document accurately reflects the decisions made during your trust meeting.

Question 5

Do I need any legal knowledge to use the wizard?

Accepted Answer

No prior legal knowledge is required. The wizard uses plain-language questions and provides contextual help throughout the process. It automatically references relevant UTC sections where appropriate and prompts you to include information that trustees should document. However, understanding your trust instrument and the decisions you are making is important — the wizard helps you document those decisions properly but does not make legal determinations for you.

Trust Minutes Generator

How It Works

Select a Template

Free Template

Professional Templates (Requires Paid Plan)