Trust Co
Secure Trust Onboarding
Streamlined digital onboarding for Individual and Corporate Settlors. Complete your trust setup securely and efficiently with our modern portal.
Why Choose Our Platform
Built specifically for trust companies, our platform ensures security, compliance, and efficiency at every step.
Bank-Level Security
End-to-end encryption and secure document storage with comprehensive audit trails.
Streamlined Process
Intelligent forms with conditional logic reduce completion time by up to 60%.
Admin Dashboard
Complete visibility and control over all applications with real-time status updates.
Simple 4-Step Process
From invitation to completion in minutes, not days
Receive Invitation
Get a secure link via email to start your onboarding
Complete Forms
Fill out intelligent forms tailored to your entity type
Upload Documents
Securely upload required documentation and certificates
Digital Signature
Review and digitally sign your completed application
Ready to Transform Your Trust Onboarding?
Join hundreds of clients who have streamlined their trust setup process with our secure platform.