For solo and small estate planning firms. Findings you would not have found, in files you already closed.
See how it works for firmsFor people who already have an estate plan
Everything your family needs, in one place, current.
Estate plans go out of date quietly. Accounts get opened, property changes hands, the law moves. TrustGuard checks your plan every year and tells the firm that drew it what has changed — a structured review once a year, and a record of what was checked.
TrustGuard is provided through law firms. If your attorney uses it, they'll send you a link.
The problem
Most estate plans sit in a drawer for 10 to 15 years.
Attorneys draft them once and rarely see the client again. Meanwhile:
Tax laws change.
SECURE Act rules, state estate tax thresholds, inheritance rules. Most plans don't keep up.
Life changes.
A grandchild is born, a spouse passes, you move states, you sell the house. The plan doesn't know.
Assets drift out.
Accounts get opened, property gets bought, beneficiaries never get updated to match the trust.
None of this shows up until someone needs the plan to work.
Nobody has looked at your file yet
This is an annual check, not a reaction. It isn't prompted by anything in particular in your documents. TrustGuard reads them and notes what is worth a second look, and sends those notes to your firm.
Who pays for this
Your attorney's firm provides TrustGuard. TrustGuard is never paid anything connected to legal work.
How it works
How TrustGuard works.
Your firm invites you.
You add the documents they already drew for you — a trust, a will, powers of attorney. Whatever you can find; the rest can come later.
Once a year, a structured review.
A set of plain questions about what has changed — who is named, what you own, what you signed. Your answers are checked against 78 enumerated checks, and the review records what was checked as well as what it found.
The findings go to your attorney.
Anything worth a second look goes to your firm with the passage it came from, so they can see what it rests on. What it means, and what to do about it, is theirs to decide.
78 enumerated checks, published in full.
You're an attorney?
TrustGuard is sold to firms, not to their clients.
About
I built TrustGuard because I've seen what happens when estate plans go out of date. Almost everyone goes through the season that follows a death eventually, and it is one of the hardest there is. TrustGuard exists to keep the documents current and clear, so that what a family needs is in one place when they need it.
— Jonathan, Founder
Questions? hello@trytrustguard.com