TRUSTFUNDER

Owner

Goods & Services

Software as a service (SAAS) services featuring software for client onboarding and intake, customer relationship management, trust funding guidance and management, asset recording and management, trust and estate administration management, financial and estate document collection, management, and reporting, tracking and facilitating the transfer of assets to trusts, automated reminders and status updates, and secure communication between law firms and their clients; Platform as a service (PAAS) featuring computer software platforms for client onboarding and intake, customer relationship management, asset recording and management, estate administration management, financial and estate document collection, management and reporting, tracking and facilitating the transfer of assets between accounts, automated reminders and status updates, and secure communication between law firms and their clients; Providing a web site featuring temporary use of non-downloadable software for client onboarding and intake, customer relationship management, asset recording and management, estate administration management, financial and estate document collection, management and reporting, tracking and facilitating the transfer of assets between accounts, automated reminders and status updates, and secure communication between law firms and their clients