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TrustOffice Introduces AI-Powered Governance Tools for Individual Trustees
TrustOffice launches a centralized platform that helps private trustees and fiduciaries manage meeting minutes, legal documentation, beneficiary information, and trust administration workflows through AI-powered tools and integrated governance features.
Heber City, Utah–(Newsfile Corp. – September 4, 2026) – TrustOffice has launched an AI-powered trust governance platform designed specifically for individual trustees, private trustees, family offices, and fiduciaries responsible for administering irrevocable and complex trusts.
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Trust administration can require trustees to manage extensive documentation, record decisions, track beneficiaries, and maintain organized records over the life of a trust. TrustOffice brings these responsibilities into a centralized digital platform intended to make ongoing trust governance more structured and manageable.
Founded in 2024 by Kenneth Kohler, TrustOffice combines artificial intelligence with purpose-built trust administration tools. The platform includes AI-assisted meeting minutes, 31 legal templates, a minutes-to-money integration, and a beneficiary tracking dashboard designed to help trustees maintain better visibility into their ongoing responsibilities.
“Individual trustees are often responsible for complex administrative work without having the same infrastructure available to larger professional fiduciary organizations,” said Kenneth Kohler, Founder and CEO of TrustOffice. “TrustOffice was built to give trustees a practical technology platform for organizing the information, documentation, and decisions involved in administering a trust.”
A central feature of the platform is its AI-assisted meeting minutes capability. Trustees can use the technology to help organize discussions and decisions into structured meeting records, providing a more consistent approach to documenting trust administration activities.
TrustOffice also provides 31 legal templates intended to support common trust administration and governance workflows. Rather than relying on scattered documents and manually maintained files, trustees can access administrative resources within a centralized platform.
The platform’s minutes-to-money integration is designed to connect documented trust decisions with financial administration. This creates a more connected workflow for trustees who need to maintain records while also managing distributions and other financial activities associated with trust administration.
