Entrusted

Add New Trust

Let's start with the basics of the trust.

Trust Name *

This is the full legal name as it appears in the trust document.

Trust Type *

Governing Law *

Which state's laws govern this trust?

Tax ID (EIN) *

Format: 12-3456789. Required for trust bank accounts.

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TIP: Don't have an EIN yet?
You can apply for one at irs.gov/ein in about 10 mins.
Apply for EIN

Trustee Information

Let's start with the basics of the trust.

I'm the trustee

Someone else is the trustee

Trustee Compensation

Beneficiaries

Who benefits from this trust?

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TIP: CA trusts typically have two types:

Income beneficiaries – receive income distributions (rent, dividends) during the trust term.
Remainder beneficiaries - receive principal when the trust terminates

Current Income Beneficiaries

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Click to add an income beneficiary

Current Remainder Beneficiaries

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Click to add a remainder beneficiary

Assets

What assets does this trust hold?

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TIP: You can skip this step and add assets later from the Assets tab. However, adding them now will populate your first accounting automatically.

Quick Add

Link Bank Accounts

Connect accounts for automatic transaction import

Why Connect Accounts?Understand what data we can access from different account types

Cash accountsChecking, savings accounts

Automatic transaction import

Real-time balance updates

Faster bank reconciliation

Investment accountsBrokerage, IRA accounts

Balance and holdings updates only

Limited transaction detail

Manual statement upload needed for full history

Your credentials are encrypted and never stored. We use Plaid, trusted by Venmo, Mint, and Robinhood.

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Connect your first account with Plaid

Review & Confirm

Review your trust details before creating

Trust Basics

Name:—

Type:—

Governing Law:—

Tax ID:—

Beneficiaries

No beneficiaries added yet

Bank Accounts

No accounts connected

Initial Assets

No assets added

Trustee

Name:—

Compensation:—

Trust Created Successfully! 🎉

What would you like to do next?

Review Imported Transactions

We've imported 47 transactions from your connected Wells Fargo account. Review and categorize them to start building your accounting.

Review Transactions →

Import Investment Transactions

Upload statements from Charles Schwab to import buys, sells, and dividends.

Add More Assets →

Add More Assets

You added 2 assets. Add more to complete your trust inventory.

Add More Assets →

View Trust Overview

See the complete summary of the trust.

Review Now →