A signed trust is an empty box until you fund it.
TrustEdge inventories every asset, tells you the exact move for each one, and generates a clean, client-specific Exhibit A in minutes. It turns the funding stage, the part most advisors drop, into your most valuable client touchpoint.
Live now and included in the Complete Bundle. Works alongside ProbateEdge or entirely on its own.
The asset inventory is a planning opportunity hiding inside an administrative task.
Compiling a client's assets to fund a trust reads as paperwork. It is also the one meeting where you see everything the client owns in one place: every account, every property, every policy, every beneficiary. TrustEdge turns that chore into a system for uncovering planning opportunities, winning more business, and keeping clients coming back, and produces the Exhibit A along the way.
No asset forgotten
A structured inventory walks every asset category, so the picture depends on the process, not on what the client happens to remember.
A document the client can use
Every Exhibit A is generated fresh from that client's own inventory: professional, organized, and ready to present.
A record that brings them back
The inventory is dated and flagged for review every year, so each update is a natural reason to sit down with the client again.
No asset forgotten.
A comprehensive inventory captures the client's entire financial story instead of relying on the client to remember what matters. TrustEdge walks every category, so the question gets asked even when the client would not have thought to raise it.
The value is not a longer list. A complete financial picture is what creates the opportunities to identify planning needs.
The Exhibit A is the product.
TrustEdge does not just collect data for you. It turns the inventory into a professional, client-ready Exhibit A the client can hold: easy to understand, visually organized, accurate, personalized, and ready to present. The conversation changes from “we need to collect your assets to complete your documents” to “we are going to build a complete picture of everything you own and give you a document you can actually use.” Every document is built from the same inventory, so the numbers always agree.
Exhibit A
The signable schedule of trust assets for the binder, generated fresh and client-specific, ready to present.
Funding letters + packet
One letter of instruction per custodian, bundled with the schedule to carry into the meeting.
Attorney deed request
A clean handoff to the attorney for the one thing that needs a lawyer. Not a deed, no deed language.
Client funding portal
A read-only funding status the client can watch as accounts flip from unfunded to funded.
A checklist that keeps everyone accountable
Funding is work only the client can finish, so TrustEdge turns the inventory into a step-by-step checklist customized to their assets, with plain guidance for each: take a certificate of trust to the local branch for a bank account, update the beneficiary online for a retirement account. Print it for the binder, or share it live.
Live check-off with follow-up nudges
The client checks items off in their portal and you are notified, so you know exactly when to follow up instead of shooting in the dark. In development and labeled clearly in the tool.
The funding meeting is where the financial sale lives.
A trust that never gets funded is an empty box, and the client walks away. TrustEdge brings them back around: the funding meeting is a financial conversation where accounts consolidate, roll over, and move, and the relationship deepens instead of fizzling.
Make the case
ProbateEdge or the seminar estimate justifies the trust. The client says yes.
Trust gets written
The attorney partner drafts the trust. The client walks out with a binder.
Fill the box
TrustEdge inventories every asset, sets the correct move, and issues the paperwork.
Earn the relationship
Accounts move during funding. A one-time sale becomes an ongoing financial relationship.
The Exhibit A becomes the centerpiece of the binder, and the checklist you stay accountable on with the client, printed or shared live. The same data you closed with carries straight into the funding plan, so the accountability you promise as a financial professional is something you can actually deliver, not a stagnant page no one reviews.
Run it with ProbateEdge, or entirely on its own.
You do not need a full ProbateEdge analysis for every client. Many clients only ever see ProbateEdge as the estimate at the seminar. TrustEdge starts three ways, and you can mix them.
Seed from ProbateEdge
Pull the estate you already inventoried to close the trust. The fastest path, because the data is yours.
Import a client intake
If the client filled in the secure trust-funding form, one click brings their accounts in.
Add accounts directly
No ProbateEdge? Just add each account by hand. TrustEdge stands on its own.
One program, pitch to funded.
TrustEdge is the back half of a complete estate-planning program, the piece most advisors drop after the trust is signed. Close that gap and a one-time trust sale becomes a repeatable, packaged process you can stand behind end to end.
Let the client do the data entry, if they want to.
Send a secure trust-funding intake and the client lists their own accounts ahead of the meeting. It populates the inventory and gives them buy-in as part of the process.
It is an option, never a requirement. Advisors can enter everything themselves, and a client who would rather not fill out a form never has to. The process works cleanly from either end.
Fills the intake at home, at their own pace, and arrives at the meeting already bought in.
Enters the accounts directly, or seeds them from ProbateEdge, when that is the lighter lift for an older client.
The right move for every asset, automatically.
TrustEdge applies the same rules a good estate attorney would, so the recommendation on each row is one you can stand behind in the meeting, including the one mistake that costs real money.
Real estate
A home is retitled by recording a new deed, the one funding step that legally needs a lawyer. TrustEdge generates the request; the attorney drafts the deed.
Bank, brokerage, business
Re-registered with a letter of instruction to the custodian. No tax event, no attorney.
Retirement (IRA / 401k)
Retitling a qualified account into a trust is a full taxable distribution. TrustEdge enforces the beneficiary route, and for a married household it asks for the spouse as primary with the trust contingent, so the survivor keeps the rollover.
Life insurance, annuity
These pass by contract, so the designation is the whole transfer. A death benefit can name the trust outright; an annuity names the spouse first, because only a spouse can continue the contract.
Completeness and exposure
A live gauge shows the share of the estate that is funded and the probate cost still on the table for everything that is not, the number that makes the funding meeting a real conversation.
Annual review, built in
Each funding statement is dated. A year later TrustEdge flags the review and shows what changed, so a one-time document becomes a standing, repeatable touchpoint.
A living record, not a one-time document.
The inventory is not a one-time document-generation exercise. It is a living financial record: capture, organize, analyze, identify opportunities, present, update. Each update is another natural client touchpoint, so the platform becomes part of an ongoing advisory relationship rather than something used once to produce an estate-planning document.
An operations tool, not just a sales tool
Funding progress, annual reviews, and the whole book in one place. TrustEdge lives in the day-to-day of managing the relationship, not just the moment of the sale.
One client roster, every tool
The clients you build in TrustEdge are the same clients across the whole suite. When a large retirement balance calls for a Roth conversion, or a charitable strategy fits, you pull that client up in RothEdge or CharitableEdge and keep going.
It surfaces the next opportunity
The inventory already knows the shape of the estate. Proactive flags, a large IRA that points to a Roth conversion, are in development so the tool suggests the next case instead of waiting to be asked.
Every case you close or manage here is value you can point to. The more embedded TrustEdge is in your operations, the more the subscription reads as the thing that helped you close the case, not a line item in the budget.
The inventory needs no attorney. Only the deed does.
The asset inventory and its funding actions do not require attorney review. The only step that legally does is the warranty or quitclaim deed for real property. TrustEdge does everything up to the deed, then hands a clean request to the attorney rather than drafting deed language itself, keeping you firmly on the right side of the practice-of-law line while you own the whole funding experience.
Fund the trust. Keep the relationship.
Pull up a client, build the complete picture of what they own, and hand them an Exhibit A they can actually use.