Everything a Trustee Needs.
Nothing You Don't.
Six integrated modules designed specifically for private trust administration. No bloat, no SaaS features, no cloud dependency.
Document Archive
Upload, organize, and generate trust documents. Bidirectional entity linking connects documents to assets, beneficiaries, and obligations. Cryptographic sealing on every file.
Fiduciary Accounting
Full double-entry bookkeeping with principal and income separation. Bank statement import via CSV, OFX, QFX, and QBO. Auto-allocation rules engine with staging inbox and approval workflow.
Beneficiary Management
Complete beneficiary profiles with full distribution history, payment method tracking, and per-beneficiary reporting. Role designations for income, remainder, and contingent beneficiaries.
Rules Engine
21 seed templates covering common trust compliance scenarios. Event-condition-action pattern with approval workflows, recurring obligation schedules, and overdue alerts.
Local AI Assistant
Ollama-powered inference running entirely on your device. 12 read-only tools that query your ledger, assets, beneficiaries, and obligations. Document Intelligence via RAG searches across uploaded trust documents.
Audit Trail
Every action logged, timestamped, and cryptographically sealed in an immutable hash chain. Export to CSV for court filings, mediations, or beneficiary accounting.
Trust Accounting Built for Fiduciaries, Not Adapted from General Bookkeeping
Most accounting software treats trust accounting as a footnote. TrustArchive is built from the ground up around principal and income separation, fiduciary-standard chart of accounts, and reports that a court or co-trustee can actually read.
- Separate principal and income pools with dual-balance tracking
- Bank statement import: CSV, OFX, QFX, QBO with auto-allocation rules
- Staging inbox: review, allocate, and approve imported transactions before posting
- Entity interest tracking with basis ledger — LLC, LP, corporation ownership
- Precious metals, cryptocurrency, and pegged currency asset types
- Distribution approval workflow for co-trustee or attorney sign-off
One Application. Multiple Trusts. Role-Based Access for Every Operator.
TrustArchive supports managing a full portfolio of trusts from a single encrypted database. Each trust is fully isolated. Each operator sees only what their role permits.
- Trust switcher and portfolio dashboard across all trusts
- Operator roles: trustee, co-trustee, grantor, attorney, beneficiary
- Per-trust permission flags: read, write, export, manage users
- All data scoped by trust — no cross-contamination between trust files
- PIN-based operator authentication after master password unlock
Codify Your Trust Instrument Into Enforceable Rules
The Rules Engine lets trustees translate trust instrument provisions into active compliance logic. Set distribution caps, recurring accounting deadlines, required beneficiary notices, and approval gates — then let TrustArchive track them.
- 21 seed templates covering the most common trust compliance scenarios
- Event-condition-action pattern: define what triggers a rule and what happens
- Approval workflows: require co-trustee or attorney sign-off before actions post
- Recurring obligation schedules: annual, quarterly, monthly, or on-event
- Full rule history with enable/disable audit trail
Private AI That Queries Your Encrypted Data — On Device, Offline
The Agent Assistant runs entirely on your local hardware using Ollama. No API calls to OpenAI, Anthropic, or any external server. Document Intelligence adds RAG search across your uploaded trust documents using local embeddings.
- Ollama-powered inference — default model Qwen 2.5 7B, runs on standard hardware
- 12 read-only tools: query ledger balances, distributions, assets, obligations, beneficiaries
- Document Intelligence: semantic search across uploaded trust documents via local embeddings
- Three-layer memory: conversation history, trust context, and cross-session recall
- Works completely offline after initial model download
Store, Generate, and Seal Every Trust Document
A centralized document vault with bidirectional links to every entity in your trust. Generate formal documents from 20 built-in templates, export to PDF or DOCX, and every file is cryptographically sealed at rest.
- Upload and organize trust deeds, amendments, correspondence, and financial statements
- 20 seed templates: certifications of trust, distribution letters, accounting reports, and more
- Bidirectional entity linking — connect documents to assets, beneficiaries, and obligations
- Folder hierarchy plus tags for flexible organization
- PDF and DOCX export for any generated document
Cryptographically Sealed, Immutable Record
Every action taken in TrustArchive — every login, document access, transaction, and rule change — is logged, timestamped, and cryptographically sealed. The audit log cannot be altered after the fact.
- Immutable log of every user action with timestamp and operator identity
- Cryptographic hash chain — any tampering is immediately detectable
- Filter by user, date range, or action type
- Export to CSV for court filings, mediations, or beneficiary accounting
- Full-session audit logs including login and lock events
See how individual trustees, estate attorneys, trust companies, and family offices each use TrustArchive.
See Use Cases by Trustee Type →More Coming. No Extra Charge.
Every roadmap feature ships to your plan tier at no additional cost. No surprise upsells, no feature unlocks to purchase.
- ACTEC Formal Account report
- Tax prep summary for K-1 prep
- Distribution approval workflow
- Lot-level securities tracking
- PDF bank statement OCR
- Administration task management
- State court accounting formats (CA, NY, TX, NV)
- eSignature integration (opt-in)
- Consolidated cross-trust reporting (Family Office)
- Investment performance TWR / IRR (Family Office)
- Property management module
- Alternative asset tracking
Roadmap features are included in your plan tier when they ship. Family Office features are exclusive to the Family Office plan.
See which features are on which plan →
Ready to Take Control
of Your Trust?
No cloud. No accounts. No compromises.