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.
Store, Generate & Seal Trust Documents
A secure document vault for every file associated with your trust. Upload existing documents, generate new ones from templates, and every file is cryptographically sealed at rest using SQLCipher encryption.
- Upload and organize trust deeds, amendments, correspondence, and financial statements
- Generate Certifications of Trust, distribution letters, and accounting reports
- Version history with tamper-evident sealing on each document
- Tag and categorize documents for fast retrieval
- Export documents as PDF at any time
Double-Entry Trust Accounting Built for Fiduciaries
Not general-purpose bookkeeping — this is purpose-built for trust accounting. Separate principal and income accounts, journal entries, distributions, and financial reports that meet fiduciary standards.
- Full double-entry bookkeeping with trust-specific chart of accounts
- Separate principal and income tracking per trust law requirements
- Record journal entries, distributions, and asset acquisitions
- Generate balance sheets, income statements, and distribution reports
- Import transactions via CSV from bank or brokerage exports
Complete Beneficiary Management
Maintain detailed records for every beneficiary with full distribution history, contact information, and per-beneficiary reporting — all stored locally and encrypted.
- Track multiple beneficiaries with role designations (income, remainder, contingent)
- Full distribution history per beneficiary with timestamps
- Generate per-beneficiary accounting statements
- Store sensitive beneficiary data (SSN, banking details) with field-level encryption
- Multi-operator access with role-based permissions
Automated Compliance and Obligation Tracking
Define the rules your trust must follow and let TrustArchive track and alert you when action is required. Annual accounting deadlines, distribution caps, required notices — all monitored automatically.
- Create compliance rules from built-in templates or from scratch
- Set recurring obligation schedules (annual, quarterly, on-event)
- Alerts and dashboard indicators for upcoming and overdue items
- Distribution cap enforcement with automatic flagging
- Full rule history with enable/disable audit trail
Ask Questions in Plain Language — Privately
The Agent Assistant is a local AI that queries your encrypted trust data on-device. No API calls to OpenAI, Anthropic, or anyone else. Your questions and answers never leave your machine.
- Query distributions, balances, documents, and compliance status in plain English
- Runs entirely on your local hardware — no internet required
- No data sent to any external server, ever
- Context-aware: understands your trust structure, beneficiaries, and accounts
- Works offline after initial model download
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