Welcome back, there
Pick up where you left off. Your trust portfolio, beneficiaries, documents and compliance calendar are all one click away.
Quick Actions
My Trusts
Browse and administer every trust in your portfolio.
Beneficiaries
Manage beneficiary records, entitlements and contacts.
Assets
Track holdings, valuations and pre-IPO positions.
Distributions
Request, review and approve trust distributions.
Document Vault
Encrypted storage for deeds, minutes and statements.
Compliance
Filing deadlines, attestations and audit readiness.
Manage Every Trust
With Absolute Confidence
The definitive platform for trust professionals. Administer 12+ trust types with bank-grade security, automated compliance, and real-time portfolio insights that transform how you serve your clients.
Supported Trust Types
Everything You Need to Administer Trusts
Purpose-built tools for every aspect of trust management, from creation to distribution.
12+ Trust Types
Revocable, irrevocable, charitable, GRAT, QPRT, special needs, dynasty, and more. Each type with specialized workflows and compliance rules.
Real-Time Asset Tracking
Monitor portfolio valuations, track asset transfers, and view historical performance with interactive dashboards and drill-down analytics.
QSBS Tax Optimization
Automated Qualified Small Business Stock tracking with Section 1202 eligibility analysis, gain exclusion calculations, and holding period monitoring.
Automated Compliance
GDPR, CCPA, and fiduciary duty compliance built-in. Automated deadline tracking, regulatory alerts, and jurisdiction-specific rule enforcement.
Secure Document Vault
AES-256-GCM encrypted storage for trust instruments, amendments, certificates, and financial statements. Version control with full audit history.
7-Role Access Control
Granular RBAC with administrator, grantor, trustee, protector, beneficiary, tax advisor, and investment manager roles. Every action permission-gated.
Distribution Management
Schedule, approve, and track beneficiary distributions. Multi-level approval workflows, tax withholding calculations, and payment reconciliation.
Complete Audit Trail
Every action logged with user identity, timestamp, IP address, and change details. Immutable records for regulatory examinations and legal discovery.
Advanced Reporting
Generate trust accountings, tax reports, beneficiary statements, and performance summaries. Export to PDF, Excel, or integrate via REST API.
Up and Running in Minutes
Three simple steps to transform your trust administration workflow.
Create Your Account
Sign up with your OTROTL single sign-on account — one secure identity across every OTROTL service. No credit card required for the 30-day trial.
Configure Your Trusts
Import existing trust data or create new trusts with our guided wizard. Assign roles, set permissions, and upload documents.
Manage with Confidence
Access real-time dashboards, automate compliance checks, process distributions, and generate reports from a single platform.
Security That Exceeds Industry Standards
End-to-End Encryption
All PII including SSNs, EINs, and bank accounts encrypted with AES-256-GCM. Data encrypted at rest and in transit.
Passwordless Authentication
One-time rotating login links eliminate password vulnerabilities. No credentials stored, no passwords to breach.
SOC 2 Type II Compliant
Annual third-party audits verify our security controls. Full compliance with GDPR, CCPA, and fiduciary standards.
Immutable Audit Logging
Every access, modification, and action recorded with tamper-proof audit logs. Full chain of custody for legal compliance.
Plans That Scale With Your Practice
Start free for 30 days. No credit card required. Upgrade as your trust portfolio grows.
Essential
For individual practitioners
- Up to 25 trusts
- 3 user accounts
- Basic reporting
- Document vault (5 GB)
- Email support
Professional
For growing firms
- Up to 200 trusts
- 15 user accounts
- Advanced reporting + analytics
- Document vault (50 GB)
- QSBS tracking
- API access
- Priority support
Enterprise
For large institutions
- Unlimited trusts
- Unlimited users
- Custom integrations
- Unlimited storage
- Dedicated account manager
- SLA guarantee
- On-premise deployment option
What Our Clients Say
Hear from trust professionals who have transformed their practice with TrustVault Pro.
“TrustVault Pro transformed how we manage our 150+ trust portfolios. The compliance automation alone saves our team 20 hours per week. The RBAC system gives us peace of mind that every access is properly controlled.”
“The audit trail is impeccable. During our last regulatory examination, we pulled complete records for any trust in seconds. The examiners were genuinely impressed. This platform sets the standard for trust administration.”
“We migrated from spreadsheets to TrustVault Pro and the difference is night and day. The distribution management system alone justified the investment. Our beneficiaries now receive timely, transparent reporting.”
Welcome to TrustVault Pro
Sign in with your OTROTL account to access your trust portfolio and administration tools. One account works across every OTROTL service.