New here? Do it all in one guided flow
Set up the trust, keep the books, and prepare the Form 1041 package as a single journey — entered once and threaded through, ending in one hand-off document for your attorney and CPA.
Trust Operations
Run a trust properly — and hand over the report without worry
TrustAI's forensics side reconstructs what went wrong with a trust. These tools are the other half: helping a trustee run one correctly going forward. All three are free, all run entirely in your browser, and all follow one rule — they organize and prepare the work for your attorney or CPA, and never give legal or tax advice.
Or use any tool on its own:
Trust Administration Checklist
Describe the trust and get a sequenced checklist of the trustee duties and tax steps that generally apply — each cited to authority (Uniform Trust Code, IRS), each ending in a step a person must do. Anything that turns on your state or your specific instrument is flagged for a professional, never guessed.
Fiduciary Accounting / Report
Turn a trust's ledger (including a QuickBooks export) into a standard period accounting. Every figure is exact to the cent; the report reconciles to the cent — or honestly tells you it does not, and by how much. It never forces a balance.
Form 1041 Tax Package
Organize the trust's income into the Form 1041 buckets a CPA needs — each placed on its cited form line — with Schedule K-1 distribution worksheets and a document checklist. It prepares the hand-off; it never computes the tax or gives tax advice.
Company (LLC) Checklist
For the LLC that holds the trust's earning property: the federal touchpoints cited (EIN, tax classification, FinCEN BOI status) with everything state-specific — formation, registered agent, operating agreement, annual report, franchise tax — routed to a business attorney and your Secretary of State.
What these tools do — and don't
They do
Organize, sequence, cite, total, and reconcile — and hand the result to you, ready for your attorney or CPA, or for your own filing after you review it. Every duty is cited to authority; every figure is exact integer arithmetic.
They don't
Give legal or tax advice, decide your case, audit the underlying transactions, or allocate principal versus income for you. Trust law varies by state and turns on your instrument and facts — a licensed professional must review anything you rely on.
Private by design
All three tools run entirely in your browser. The trust details, ledger, and income you enter are never uploaded, stored, or sent to a server — they never leave your device.