Trusted by fiduciary teams of all sizes
Whether you’re a professional trustee, trust company, law firm or RIA with fiduciary clients, ProTrustee equips teams to work with greater clarity, accountability, and confidence.
Professional trustees
You're juggling every part of the trust lifecycle with limited resources and legacy tools. ProTrustee helps you manage more accounts with less friction—automating workflows, maintaining clean audit trails, and giving you time back to focus on your clients.
Trust companies
Growing firms need to scale operations while maintaining strict compliance. ProTrustee enforces consistency across teams and processes, improves collaboration, and reduces risk—without requiring a full system overhaul.
Law firms
Managing trusts and estates requires precision and defensibility. ProTrustee offers an intuitive, auditable system for handling distributions, document storage, and trust compliance—streamlining your fiduciary service delivery.
RIAs
As RIAs expand into fiduciary services, trust-specific technology becomes critical. ProTrustee enables seamless integration with existing systems and gives advisors the tools to manage complex trust accounts with confidence.
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