Trustee Copilot is a comprehensive service platform designed to support non-professional trustees in managing their fiduciary responsibilities effectively. Our services encompass non-legal assistance, including back-office support, accounting services, and access to specialized software. We connect trustees with vetted vendors to ensure high-quality professional services. In the future, Trustee Copilot aims to develop proprietary software to streamline and track trustee responsibilities, facilitating mandatory reporting duties with greater efficiency. Our mission is to empower trustees by providing the tools and resources necessary to oversee trusts with confidence and competence.

Our services provide comprehensive non-legal support to trustees, including back-office assistance, bookkeeping, and beneficiary reporting. We facilitate the trustee's duties by connecting them with pre-vetted service providers for accounting, real estate transactions, and property appraisals or valuations. Additionally, we offer guidance in securing real property and disposing of assets, and we recommend fiduciary financial advisors to ensure the trustee's financial responsibilities are met effectively.

In the future, Trustee Copilot aims to develop proprietary software to streamline and track trustee responsibilities, streamline payment approval and disbursement, facilitate mandatory reporting duties, and track progress against best practices for settling amdn managing estates, and track overall Trustee responsibilities with greater efficiency. Our mission is to empower trustees by providing the tools and resources necessary to oversee trusts with confidence and competence.