Streamlined digital onboarding for Individual and Corporate Settlors. Complete your trust setup securely and efficiently with our modern portal.

Built specifically for trust companies, our platform ensures security, compliance, and efficiency at every step.
End-to-end encryption and secure document storage with comprehensive audit trails.
Intelligent forms with conditional logic reduce completion time by up to 60%.
Complete visibility and control over all applications with real-time status updates.
From invitation to completion in minutes, not days
Get a secure link via email to start your onboarding
Fill out intelligent forms tailored to your entity type
Securely upload required documentation and certificates
Review and digitally sign your completed application
Join hundreds of clients who have streamlined their trust setup process with our secure platform.